Stephanie Mendoza
Royse City,Texas
Summary
Experienced Senior Account Manager with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Retail, and Sales.
Overview
8
8
years of professional experience
Work History
Retention Specialist
StateFarm
10.2023 - Current
- Built constructive customer relationships to improve loyalty and recommendations.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Stay at Home Mom
Mendoza Household
05.2022 - 10.2023
- Prepared meals and snacks for children based on dietary guidelines.
- Supported children in play activities, meals, and snacks, hygiene and socialization.
- Maintained clean and organized home environment conducive to optimal child development through regular tidying duties.
- Enhanced children's emotional well-being by providing attentive care and nurturing relationships.
Program Coordinator
American Financing
10.2021 - 05.2022
- Analyzed loan files and reviewed client income, assets, and credit to verify compliance to specific underwriting criteria and input new loans into designated software.
- Submitted applications to credit analysis.
- Reviewed credit histories from applicant's and determined feasibility of granting requested loans.
- Ensured accuracy of client information, verifying data collected during th application process and updating records as needed.
Consumer Direct Processor
Caliber Home Loans
11.2020 - 10.2021
- Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting
- Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes
- Completed closing process by collaborating with attorneys and title companies.
Sr Account Manager II
LoanDepot
08.2019 - 11.2020
- Performing an evaluation of an application while gathering all of the needed documentation to confirm that the client is eligible for the loan
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals
- Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
Leasing Agent
Pinnacle Management Company Inc
05.2018 - 08.2019
- Perform background, reference, and credit checks
- Showed available units to prospective tenants
- Discuss all lease terms and pricing
- Created posters and fliers to market the property
- Processed and verified applications in a timely manner.
Leasing Agent
Greystar
02.2017 - 05.2018
- Collected application fees and deposits and kept accurate records of all documentation to approve all potential prospects
- Coordinated move-ins and move-outs
- Assist with office organization and maintained organized resident files
- Resolved resident complaints and maintained accurate records of action taken.
Technical Team Member
Walmart
02.2016 - 01.2017
- Help customers choose electronic equipment and devices
- Process payments and accept cash, making change and applying coupons or promotions
- Monitor and record inventory and stock levels.
Education
High School Diploma -
Kaufman High School
Kaufman, TX01.2014
Skills
- Customer service focused
- Excellent teamwork
- Efficient multi-tasker
- Microsoft office programs
- Complex problem solving
- Consistently meet goals
- Yardi
- Yieldstar
- Entrata
- OneSite
- Lead2Lease
- H2O
- Salesforce
- Empower
Timeline
Retention Specialist
StateFarm
10.2023 - Current
Stay at Home Mom
Mendoza Household
05.2022 - 10.2023
Program Coordinator
American Financing
10.2021 - 05.2022
Consumer Direct Processor
Caliber Home Loans
11.2020 - 10.2021
Sr Account Manager II
LoanDepot
08.2019 - 11.2020
Leasing Agent
Pinnacle Management Company Inc
05.2018 - 08.2019
Leasing Agent
Greystar
02.2017 - 05.2018
Technical Team Member
Walmart
02.2016 - 01.2017
High School Diploma -
Kaufman High School
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