Sarah Zupa
Bradenton,FL
Summary
Motivated professional dedicated to giving clients first-class professional service and honest advice Personable and ethical professional with 18 years of customer service, high-level management of commercial loans, real estate transactions, and bookkeeping. Versed in contract negotiation, contract management and prospecting.
Overview
18
18
years of professional experience
Work History
Realtor
Wagner Realty
Bradenton, FL
05.2022 - Current
- Maintained current knowledge of laws governing real estate transactions in order comply with regulations.
- Facilitated new property listing to increase inventory.
- Managed real estate transactions from initiation to closing.
- Educated customers about mortgage products and loan processes relevant to their needs.
- Developed and presented purchase offers to sellers for consideration.
- Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
- Provided guidance and support throughout the entire purchasing process from initial search through closing.
- Monitored changes in local markets that could affect the value of listed properties.
- Researched and determined competitive market price.
- Enhanced customer satisfaction ratings by effectively and swiftly resolving issues.
Loan Processor
Southstate Bank
Bradenton, FL
01.2023 - 11.2023
- Completed closing process by collaborating with attorneys, title companies and government clerks.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
- Created and completed loan submission packages.
- Compiled closing packages containing all necessary documents required for funding.
- Developed and recommended personal or commercial loan packages for clients.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
- Updated customers regularly on status of their loans throughout the processing period.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Filed completed packages quickly and efficiently.
- Collaborated with company teams to expedite loan approval processes.
- Verified accuracy of closing figures prior to disbursement of funds.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
- Reviewed appraisals to ensure accuracy of value estimates.
- Adhered strictly to company policies when completing tasks associated with loan processing duties.
- Maintained complete confidentiality of submitted information according to release guidelines.
Bookkeeper & Customer Service
Zupa Yacht Services, Inc
Bradenton, FL
11.2005 - 05.2022
- Maintained and reconciled general ledger accounts.
- Developed internal control procedures to ensure accurate recordkeeping.
- Calculated and produced checks for utilities, taxes and other operational payments.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Analyzed financial information to recommend or develop efficient use of resources and techniques to improve profitability.
- Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
- Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
- Generated invoices for clients and tracked payments received from customers.
- Provided assistance in preparing tax returns annually.
- Managed payroll processing for staff members.
- Documented transaction details to track and manage financial data.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Identified needs of customers promptly and efficiently.
- Completed day-to-day duties accurately and efficiently.
Education
Bachelor of Science - Sociology
University of South Florida
Tampa, FL05-2009
Skills
- Pricing Negotiation
- Loan Processing
- Administrative Support
- Client Relations
Timeline
Loan Processor
Southstate Bank
01.2023 - 11.2023
Realtor
Wagner Realty
05.2022 - Current
Bookkeeper & Customer Service
Zupa Yacht Services, Inc
11.2005 - 05.2022
Bachelor of Science - Sociology
University of South Florida
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