Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Susan Espinoza

Tucson,AZ

Summary

Well qualified administrative team member that managed 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 that can be applied to any professionally held position.

Overview

13
13
years of professional experience

Work History

Operations Associate

Adara Wealth Managent
10.2023 - Current
  • Improved operational efficiency by implementing new processes and streamlining existing workflows.
  • Managed inventory levels for optimal product availability and reduced waste.
  • Oversaw daily operations, ensuring timely completion of tasks and adherence to company policies and procedures.
  • Collaborated with peers and other business areas to leverage best practices.
  • Collaborated with cross-functional teams to achieve project goals and meet deadlines.

Loan Coordinator

Nova Home Loans
02.2023 - 09.2023
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Maintained strict confidentiality of bank records and client information.
  • Collaborated with other departments to promptly process high levels of loan applications.

Branch Processing Manager

Nova Home Loans
07.2022 - 02.2023
  • Mentored departmental team of 6 employee, boosting efficiency, success and morale among employees.
  • Created production schedules to effectively fulfill production plans and meet process goals.
  • Created solutions for obstacles to insure movement of files in pipeline making sure to meet established timelines.
  • Collaborated with directors on process improvement initiatives to attain goals.

Loan Processor

Nova Home Loans
05.2016 - 07.2022
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Set up and completed loan submission packages.
  • Developed and maintained relationships with customers and loan officers to establish smooth loan process.

Mortgage Loan Processor

Academy Mortgage Corporation
01.2015 - 05.2016

Accounts Receivable Specialist

BrightStar Care
04.2014 - 01.2015

Executive Administrative Assistant

SAIC
02.2011 - 12.2013

Education

High School Diploma -

Cholla High School
Tucson, AZ
05.1984

Skills

  • Complex Problem-Solving
  • Time Management
  • Organizational Strengths
  • Client Relations
  • Customer Interaction
  • Sales Pipeline Maintenance

Languages

Spanish
Professional Working

Timeline

Operations Associate

Adara Wealth Managent
10.2023 - Current

Loan Coordinator

Nova Home Loans
02.2023 - 09.2023

Branch Processing Manager

Nova Home Loans
07.2022 - 02.2023

Loan Processor

Nova Home Loans
05.2016 - 07.2022

Mortgage Loan Processor

Academy Mortgage Corporation
01.2015 - 05.2016

Accounts Receivable Specialist

BrightStar Care
04.2014 - 01.2015

Executive Administrative Assistant

SAIC
02.2011 - 12.2013

High School Diploma -

Cholla High School
Susan Espinoza