Work Preference
Summary
Overview
Work History
Skills
Languages
References
Education and Training
Work Availability
Education
Certification
Timeline
Generic
Open To Work

Rose Compean

FRESNO,CA

Work Preference

Desired Job Title

Loan Officer AssistantCompliance SpecialistConsumer Loan UnderwriterEligibility SpecialistMedical Records Clerk

Work Type

Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal Work

Location Preference

On-SiteRemoteHybrid
Location: FRESNO, CA, USFresno, CA
Open to relocation: No

Salary Range

45000/yr - 90000/yr

Important To Me

Work-life balanceCompany CultureFlexible work hoursWork from home optionHealthcare benefitsPersonal development programs

Summary

Committed job seeker with a strong background in the finance and lending industry. Committed to going the extra mile to provide exceptional service and ensure every customer has a positive experience. Eager to bring my transferable skills, including, attention to detail, and relationship building, to a new role. Ready to contribute to an organization where my financial expertise and customer service experience can make an immediate impact.

Overview

1
1
Language
11
11
years of professional experience
1
1
year of post-secondary education

Work History

Loan Officer

First California Federal Credit Union
Fresno, CA
03.2024 - 05.2026
  • Exercise loan approval authority within delegated dollar limits, maintaining sound underwriting judgment, and compliance with credit union lending policies and department standards to underwrite loan applications.
  • Provided guidance to members on loan products and financial services.
  • Review approved and/or declined auto loan applications originated through CUDL Automotive Software.
  • Manage the entire loan process from application to final approval, excluding funding.
  • Order appraisals and open escrows. Pay for these services as invoices arrive.
  • Adept at asking insightful questions to understand borrowers' needs and recommend appropriate financial solutions.
  • Close and balance end of each day.

Loan Officer

Guild Mortgage Company
Fresno, CA
03.2024 - 03.2024
  • Met with potential clients to complete the loan application, reviewed the credit report, and collected financials for verification of income and assets.
  • Educated borrowers on a wide range of loan products and credit options, including down payment assistance programs, clearly explaining terms, conditions, and repayment structures.
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.

Loan Officer

Union Bank
Fresno, CA
02.2019 - 03.2023
  • Educated members on credit scores and improving financial literacy strategies.
  • Maintained accurate documentation and records for all loan transactions.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.

Loan Officer

DHI Mortgage Company
Fresno , CA
01.2017 - 02.2019
  • Evaluated loan applications for creditworthiness and compliance with regulations.
  • Collaborated with underwriters to ensure timely processing of loan requests.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.

Loan Officer

Union Bank
Fresno, CA
08.2016 - 01.2017
  • Evaluated loan applications for creditworthiness and compliance with regulations.
  • Guided members through loan products to meet their financial needs.
  • Maintained accurate documentation and records for all loan transactions.

Loan Officer

Well Fargo Bank
Fresno, CA
08.2015 - 08.2016
  • Explained various types of loans available to customers and their associated terms and conditions.
  • Provided customer service support throughout the entire process from application through closing.
  • Approved or denied loan applications based on established guidelines.

Loan Officer

Academy Mortgage
Fresno, CA
04.2015 - 08.2015
  • Guided members through loan products to meet their financial needs.
  • Identified valuable solutions for customers with credit problems.

Skills

  • Underwrite: home equity, HELOCs, consumer, and auto loans
  • Financial documentation review
  • Customer Service
  • Communication Skills
  • Bilingual in Spanish
  • Growth Mindset
  • Knowledge of financial software program's: including CUDL automotive Software
  • Credit and risk assessment
  • Loan origination
  • Compliance
  • Active Listening

Languages

Spanish
Full Professional

References

References available upon request.

Education and Training

other,other,other

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Education

No Degree - Health Care Administration

San Joaquin Valley College
Visalia, CA
04.1994 - 11.1994

Certification

  • Notary Public
  • Licensed Loan Officer

Timeline

Loan Officer

First California Federal Credit Union
03.2024 - 05.2026

Loan Officer

Guild Mortgage Company
03.2024 - 03.2024

Loan Officer

Union Bank
02.2019 - 03.2023

Loan Officer

DHI Mortgage Company
01.2017 - 02.2019

Loan Officer

Union Bank
08.2016 - 01.2017

Loan Officer

Well Fargo Bank
08.2015 - 08.2016

Loan Officer

Academy Mortgage
04.2015 - 08.2015

No Degree - Health Care Administration

San Joaquin Valley College
04.1994 - 11.1994

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Rose Compean