Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Socorro Duran

Fresno,CA

Summary

I’ve been working in banking and member services for the past few years. I’ve developed a strong background in both customer support and loan processing. I started as a Personal Banker at Wells Fargo, where I helped clients open new accounts, apply for loans, and walked them through everything from document collection to setting up auto-pay. Now I work at Golden1 Contact Center, where I support members with their online banking, mobile app, loan questions, and even fraud claims. I also spend a lot of time helping people understand how credit works and how to manage their loans. I really enjoy making complex financial topics easier for people to understand.

Overview

9
9
years of professional experience

Work History

Member Service Representative III

Golden 1
06.2021 - Current
  • Assisted members with account management. Such as updating personal information and setting up automatic payments
  • Process requests for increased card limits and troubleshoot declined transactions to ensure uninterrupted account access.
  • Educate members daily on credit, loan terms, and interest.
  • Guide members through using Zelle and resolve issues related to transaction limits and account holds.
  • Support fraud prevention efforts by assisting members with suspicious account activity, filing transaction disputes, and educating members on how to prevent fraud.
  • Maintain high attention to detail in documenting member interactions and following regulatory guidelines, demonstrating skills essential to processing and verifying loan documents that are needed.
  • Communicate complex financial topics in simple terms to frustrated or confused members, ensuring clarity and understanding of their loan terms.

Personal Banker

Wells Fargo
06.2016 - 06.2021
  • Opened new personal and business accounts. Making sure we had the correct documents to establish the accounts.
  • Processed loan applications for personal and auto loans, including reviewing credit reports, gathering documentation, and preparing files for underwriting and approval.
  • Collected required income, identification, and financial documents to meet compliance and loan approval standards.
  • Educated clients on loan terms and interest rates.
  • Finalized loan documents for members and set up esign documents for members to sign.
  • Helped fund member loans and process check payments.


Education

Madera High School
Madera, CA
05-2012

Skills

  • Customer service
  • Digital & Online banking
  • Processing loan documents
  • Processing loan applications
  • Fraud review & claims processing
  • Document processing
  • Payment processing
  • Escalation handling
  • De-escalation techniques

Languages

Spanish
English

Timeline

Member Service Representative III

Golden 1
06.2021 - Current

Personal Banker

Wells Fargo
06.2016 - 06.2021

Madera High School

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