Shanti Loomis
Mortgage Lending
Hayward,CA
Summary
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
3
3
years of post-secondary education
12
12
years of professional experience
Work History
Shipping Specialist 1
Parkside Lending
Walnut Creek , CA
2016.07 - Current
- Monitored scheduled shipment dates to achieve timely delivery, expediting as necessary and communicating variances to customers.
- Orchestrated efficient routing by producing accurate shipping documentation and package labels.
- Coordinated efficient storage areas to optimize materials movements and minimize labor hours.
- Received incoming shipments, compared contents against associated records and transmitted to proper department.
- Handled day-to-day shipping and receiving overseeing more than 100 packages per day.
- Utilized and trained associates on various spreadsheets and software programs.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Produced and submitted completed loan packages to title and escrow professionals.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Identified issues, analyzed information and provided solutions to problems.
- Arranged rapid office equipment repair and maintenance with vendors.
- Completed clerical tasks such as filing, copying and distributing mail.
- Executed record filing system to improve document organization and management.
- Welcomed office visitors warmly and alerted staff to arrivals of scheduled appointments.
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
Store Manager in Training
Rite Aide
Union City , CA
2014.02 - 2016.07
- Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget.
- Promoted team collaboration, performance and efficiency by fostering healthy environments focused on mutual success.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge and service requirements.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Completed all point of sale opening and closing procedures, including counting contents of cash register.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
- Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
- Managed inventory control, cash control and store opening and closing procedures.
- Kept inventories accurate with daily cycle counts and audits to identify and resolve variances.
- Approved regular payroll submissions for 25 employees within ADP.
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
- Contributed to design and setup of merchandise displays promoting key products, creating aesthetically pleasing arrangements to attract customer attention.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Employed strategic tactics such as cross-selling and upselling to drive sales.
- Provided professional telephone customer service pertaining to orders, promotions, store operations and products.
Merchant Teller
Bank Of The West
Fremont , CA
2011.08 - 2016.02
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Ensured all supplies were stocked for customers and personal teller station.
- Executed wire transfers, stop payments and account transfers.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Maintained energy and enthusiasm in fast-paced environment.
- Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.
Education
Associate of Applied Business - Business
Heald College
Hayward 2002.04 - 2004.10
Skills
Shipping and receiving
Accomplishments
- Employee of the Quarter 2007, 2008, 2010
- Won the June Dairy Month Contest by Selling $15,000 in Ice Cream
Photography
I took 2 years of photography in high school and fell in love. I became the Little League photographer and built many amazing relationships from this pass time.
Timeline
Shipping Specialist 1
Parkside Lending
2016.07 - Current
Store Manager in Training
Rite Aide
2014.02 - 2016.07
Merchant Teller
Bank Of The West
2011.08 - 2016.02
Associate of Applied Business - Business
Heald College
2002.04 - 2004.10
Similar Profiles
G. Christopher PucciG. Christopher Pucci
Senior Loan Advisor at Parkside Lending LLCSenior Loan Advisor at Parkside Lending LLC
Sara LumSara Lum
Loan Processor, Property Manager at Home Lending Company - Mortgage BrokerageLoan Processor, Property Manager at Home Lending Company - Mortgage Brokerage
Amanda BeverlyAmanda Beverly
Executive Assistant (Remote) at Ideal Lending/Brick Lending LLCExecutive Assistant (Remote) at Ideal Lending/Brick Lending LLC