Unique Bailey
Glendale
Summary
Dedicated customer service and loan processing professional with experience managing pipelines, handling inbound calls, and supporting clients through the loan approval process. Skilled in documentation review, compliance, and providing outstanding service in both financial and retail environments. Recognized for empathy, accuracy, and consistently meeting customer needs while maintaining professionalism in fast-paced settings. Committed to delivering tailored solutions in a metric-based environment.
Overview
5
5
years of professional experience
Work History
Loan Processor
Business Loan America
02.2023 - Current
- Processed loan applications, ensuring compliance with regulatory requirements and company policies.
- Reviewed financial documents to verify accuracy and completeness for loan approvals.
- Collaborated with underwriters to resolve discrepancies and expedite application reviews.
- Maintained organized records of loan files, ensuring easy access for audits and inquiries.
- Assisted clients in understanding loan terms, fostering strong relationships and customer satisfaction.
- Trained junior staff on procedures, enhancing team performance and knowledge sharing.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
Customer Service Representative
IntouchCx
03.2021 - 02.2023
- Resolved customer inquiries efficiently through multiple communication channels.
- Assisted in training new team members on company policies and procedures.
- Maintained accurate records of customer interactions in CRM system.
- Documented all customer interactions and order details accurately in company systems.
- Provided empathetic support by actively listening to customer needs and offering tailored solutions.
- Assisted customers with placing new orders, processing refunds, and tracking shipments.
Education
Central High School
Phoenix, AZSkills
- Data entry
- Teamwork and collaboration
- Information verification
- Regulatory compliance
- Metric based environment
- Customer service
Timeline
Loan Processor
Business Loan America
02.2023 - Current
Customer Service Representative
IntouchCx
03.2021 - 02.2023
Central High School
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