Tatiana Lewis
Orlando,FL
Summary
Dedicated processor/customer support representative with over 7 years in experience. known for exceptional client communication and compliance verification. Successfully processed numerous loan applications while maintaining meticulous records and assisting clients in understanding loan terms and conditions.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Home Equity Loan Processor/Mortgage Loan Processor
PNC Bank
Orlando, Florida
05.2019 - Current
- Processed home equity loan applications efficiently and accurately.
- Reviewed financial documents to ensure compliance with lending guidelines.
- Communicated with clients to gather necessary information for loan processing.
- Verified that all documents received were complete and accurate according to regulations.
- Collaborated with underwriters to resolve application discrepancies promptly.
- Maintained detailed records of loan files and documentation processes.
- Assisted clients in understanding loan terms and conditions clearly.
- Maintained complete confidentiality of submitted information according to release guidelines.
- Assisted with preparation of closing packages prior to submission to lenders.
Credit Card Customer Service Representative
SunTrust Banks, Inc. NYSE: STI
Orlando, Florida
05.2015 - 05.2019
- Provided detailed information on credit card products and services.
- Assisted customers with account inquiries and transaction disputes.
- Resolved customer complaints through effective communication and problem-solving.
- Processed credit card applications and assessed eligibility criteria.
- Educated clients on responsible credit use and payment options.
- Maintained accurate records of customer interactions in the system.
- Collaborated with team members to enhance service delivery processes.
Sales associate/Lead Customer Service Representative
ACE Cash Express Inc.
Orlando, Florida
05.2013 - 05.2015
- Processed cash advances and payments accurately and efficiently.
- Assisted customers with transactions and inquiries at ACE Cash Express.
- Resolved customer complaints promptly to maintain satisfaction levels.
- Educated customers on financial products and services available.
- Collaborated with team members to enhance service delivery standards.
- Trained new employees on company policies and sales techniques effectively.
- Handled cash management procedures to ensure security and accuracy.
- Built and maintained relationships with peers and upper management to drive team success.
Education
High School Diploma -
Sheeler High School
Apopka, FL05-2012
Skills
- Loan processing
- Loan underwriting
- Financial document review
- Compliance verification
- Loan application analysis
- Closing package preparation
- Lending software proficiency
- Client communication
- Customer relationship management
- Attention to detail
- Microsoft outlook
Certification
- License notary
Timeline
Home Equity Loan Processor/Mortgage Loan Processor
PNC Bank
05.2019 - Current
Credit Card Customer Service Representative
SunTrust Banks, Inc. NYSE: STI
05.2015 - 05.2019
Sales associate/Lead Customer Service Representative
ACE Cash Express Inc.
05.2013 - 05.2015
High School Diploma -
Sheeler High School