Selina Morales
San Antonio,TX
Summary
Motivational leader and organizational problem-solver with team building and customer service skills. Experienced to stepping into roles and quickly making positive changes to drive a company successfully.
Overview
7
7
years of professional experience
Work History
Account Representative
Mariner Finance
San Antonio, TX
05.2022 - Current
- Built relationships with clients and used knowledge of consumer marketplace, products and finance to fully understand clients' personal plans and introduced suitable loan services.
- Collected and reviewed documentation from borrowers and converted to paperless format and mastered rate sheets, product codes and load price adjustments to calculate rates and fees.
- Identified opportunities for new and improved products, services and processes to enable highest levels of customer service, loan production, quality and competitiveness.
Education Finance Specialist
Southern Careers Institute
San Antonio, TX
10.2020 - 05.2022
- Assisted with completion of documentation such as FAFSA paperwork, answered questions and delivered key information.
- Processed financial aid documents and completed basic verification of information.
- Provided one-on-one counseling to students regarding financial aid program options and requirements.
- Received and posted payments to loan accounts.
- Demonstrated understanding of and adherence to federal and state regulations for financial aid.
- Assisted students in understanding academic application processes, admissions requirements and financial aid options.
Assistant Manager
Rivercity Finance
San Antonio, TX
12.2018 - 10.2020
- Enforced company policies and procedures to strengthen operational standards in office.
- Assisted Manager in evaluating employee performance and cultivating improvement initiatives.
- Analyzed monthly sales and performance reports to support operational planning and strategic decision making.
- Delegated daily tasks to team members to optimize group productivity.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Performed daily maintenance of loan applicant database.
- Recognized by management for providing exceptional customer service.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
CSR
La Familia Auto Insurance
San Antonio, TX
05.2018 - 12.2018
- Licensed to sell insurance
- Educated the customers what products are available and providing a product that best fits their needs.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Worked with over 30 insurance companies (Auto, Renters,Homeowner,Motor cycle, commerical business)
Sales Associate
Aeropostale
San Antonio, TX
11.2017 - 02.2018
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
- Greet customers as soon as they come in.
- Attendance customers at the resgister
Education
Associate of Science - Business Administration
Mt San Jacinto College
San Jacinto, CAAssociate of Science - Business Management
Mt San Jacinto College
San Jacinto, CASkills
- Bilingual/ Spanish
- Leadership
- Customer Service
- Communication
- Computer skills
- Reliable
Timeline
Account Representative
Mariner Finance
05.2022 - Current
Education Finance Specialist
Southern Careers Institute
10.2020 - 05.2022
Assistant Manager
Rivercity Finance
12.2018 - 10.2020
CSR
La Familia Auto Insurance
05.2018 - 12.2018
Sales Associate
Aeropostale
11.2017 - 02.2018
Associate of Science - Business Administration
Mt San Jacinto College
Associate of Science - Business Management
Mt San Jacinto College