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
1980 E. River Rd. Suite 100
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
Tucson, AZ
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
Tucson, AZ
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
Tucson, AZ
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
Tucson, AZ
01.2015 - 05.2016

Accounts Receivable Specialist

BrightStar Care
Tucson, AZ
04.2014 - 01.2015

Executive Administrative Assistant

SAIC
Tucson, AZ
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