Shawna Gomez
Paradise,CA
Summary
Dynamic professional with a proven track record at Golden1 Credit Union, excelling in data entry and teamwork. Mastered regulatory compliance and document analysis, enhancing loan processing efficiency and customer trust. Achieved significant improvements in transaction accuracy and client satisfaction through meticulous attention to detail and collaborative efforts. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
Loan Processor
Golden1 Credit Union
03.2022 - Current
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Improved loan processing efficiency by streamlining documentation and communication procedures.
- Utilized loan origination software to process and track loan applications.
Bank Teller
Golden1 Credit Union
01.2019 - 03.2022
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Reconciled cash drawer and resolved discrepancies.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
Car Salesperson
Folsom Lake Hyundai
05.2016 - 01.2019
- Negotiated purchase prices and explained sales, warranty, and optional products.
- Cultivated strong relationships with clients, resulting in numerous referrals and repeat customers.
- Answered telephone and email inquiries from potential customers.
- Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
- Delivered high-quality service by addressing customer concerns promptly and professionally.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
Education
High School Diploma -
EL Sereno High School
Fair Oaks, CA06.2024
Skills
- Data Entry
- Teamwork and Collaboration
- Information Verification
- Regulatory Compliance
- Document Review
- Attention to Detail
- Processing procedures
- Generating Reports
- Created reports
- Microsoft Office
- 10-Key Data Entry
- Document analysis
Timeline
Loan Processor
Golden1 Credit Union
03.2022 - Current
Bank Teller
Golden1 Credit Union
01.2019 - 03.2022
Car Salesperson
Folsom Lake Hyundai
05.2016 - 01.2019
High School Diploma -
EL Sereno High School
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