Teresa Aldrich
Medford,OR
Summary
Dynamic professional with extensive experience at Triple A RV Center, excelling in regulatory compliance and client advisement. Proven ability to enhance customer satisfaction through effective communication and problem-solving skills. Adept at managing financial documentation and fostering lender relationships, ensuring seamless loan processing and compliance with industry standards.
Overview
35
35
years of professional experience
Work History
Front Desk Receptionist
Southern Oregon Surgery Center
Medford, OR
02.2023 - 03.2025
- Greeted customers warmly and made them feel welcome.
- Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
- Updated customer information in databases regularly to ensure accuracy of records.
- Answered incoming calls, directed them to appropriate personnel and took messages.
- Provided administrative support such as filing documents, photocopying and scanning materials.
- Performed data entry into computer systems to maintain accurate records of customer information.
- Handled sensitive information in a confidential manner.
- Explained policies and procedures to visitors.
- Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process.
QC Agent
Lithia/Driveway
Medford, OR
06.2021 - 05.2023
- Analyzed issues and recommended corrective actions to improve final results.
- Performed visual inspections of finished products.
- Check all paperwork that was received for an on line sale
- Send finished paperwork to proper department to have sale finished and payment received.
Finance & Insurance Manager
Triple A RV Center
Medford, OR
03.1990 - 03.2021
- Monitored changes in laws, regulations, industry standards. related to finance and insurance activities.
- Conducted periodic reviews of existing insurance policies to ensure coverage meets current needs.
- Provided guidance on regulatory compliance matters related to finance and insurance operations.
- Advised clients on the best types of insurance coverage for their specific needs.
- Drafted documents such as contracts, applications, endorsements. related to finance and insurance activities.
- Oversaw all postings and reconciliation of ledgers and accounts.
- Reviewed applications against established parameters to determine approval, rejection, or modification requirements.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Located and suggested loan packages that met client needs and priorities.
- Developed loan contracts and explained contract terms to clients.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Stayed abreast of lending regulations, industry trends and market rates.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Approved or denied loan applications and explained reasoning behind decisions.
- Informed customers of loan application requirements and deadlines.
Education
GED -
Medford Senior High
Medford, OR03-1983
Skills
- Customer service
- Data entry
- Call handling
- Administrative support
- Database management
- Regulatory compliance
- Communication skills
- Time management
- Loan processing
- Client advisement
- Data management
- Team leadership
- Document drafting
- Problem solving
- Financing expertise
- Lending practices
- Workflow coordination
- Insurance products
- Financial management
- Lender relationships
- Verbal and written communication
- Customer satisfaction
- Multitasking capacity
Timeline
Front Desk Receptionist
Southern Oregon Surgery Center
02.2023 - 03.2025
QC Agent
Lithia/Driveway
06.2021 - 05.2023
Finance & Insurance Manager
Triple A RV Center
03.1990 - 03.2021
GED -
Medford Senior High