Set up files using loan officer checklist and submitted on-time for processing.
Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Assisted with timely loan closing and funding activities with efficient management of task checklists.
Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Monitored key dates to obtain information by deadlines.
Communicated with customers daily to request information and complete paperwork.
New Home Sales Consultant
Smart Staffing Solutions
01.2023 - Current
Educated clients looking to sell or buy on current market conditions, legal requirements, pricing
Developed and implemented marketing strategies to maximize sales and attract new clients
Coordinated appointments to show tenants and buyers prospective homes.
Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
Showed clients the homes available for each builder I worked and any upgrades that were available for the home
Guided prospective clients through the new home build process and helped them with any questions they had in regards to when the home would be ready and the process to start the purchase.
Customer Service Representative
Law Offices of Nelson & Kennard
04.2021 - 03.2023
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered constant flow of customer calls with minimal wait times.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Offered advice and assistance to customers, paying attention to special needs or wants.
Exhibited high energy and professionalism when dealing with clients and staff.
Processed payments and applied to customer balances.
Achieved performance goals on consistent basis.
Negotiated to collect balance in full.
Worked in call center environment handling manual and automatically dialed outbound calls.
Managed past due collection calls, skip tracing, outside collections agency coordination and litigation activities.
Negotiated with account holders to devise repayment plans and minimize collections receivables.
Server
Del Paso Country Club
05.2014 - 04.2021
Served food and beverages promptly with focused attention to customer needs.
Greeted all guests upon arrival and offered immediate assistance.
Managed multiple tasks in high-volume environment.
Addressed guest complaints and resolved issues to promote satisfaction.
Processed sales transactions using POS system.
Delivered exceptional guest experiences through attentive service and quick response to issues.
Arranged tables and chairs for special occasions and events.
Managed small parties such as baby showers and birthday parties for special events booked by members