Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Valeria Chavez

Weatherford,TX

Summary

Results-driven Loan Specialist with expertise in loan origination, credit analysis, and compliance. Proven ability to manage high volumes of applications while maintaining accuracy and fostering strong customer relationships.

Overview

6
6
years of professional experience

Work History

Loan Specialist

Regional Finance
Weatherford, Texas
12.2022 - Current
  • Efficiently processed loan applications, ensuring accuracy and completeness of all required documentation
  • Reviewed credit reports, income verification documents, and other financial information to determine borrower eligibility
  • Managed a large volume of incoming calls and emails, providing timely updates on the status of loan applications
  • Verified employment history and contacted employers as needed to obtain necessary verification documents for loan approval process
  • Made outbound calls to prospective customers to generate leads and promote products or services
  • Managed a high volume of calls on a daily basis, consistently meeting or exceeding call quotas
  • Collaborated with team members to process loan requests efficiently.

Assistant

123 Tax Refund
Fort Worth, Texas
07.2019 - 12.2022
  • Prepared and filed accurate federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
  • Reviewed financial documents such as income statements, balance sheets, and expense reports to ensure compliance with tax laws
  • Researched and interpreted complex tax regulations to provide clients with up-to-date information on deductions, credits, and exemptions
  • Collaborated with clients to gather necessary documentation and answer any questions or concerns regarding their taxes
  • Audited completed tax forms for errors or discrepancies before submission to minimize the risk of audits or penalties
  • Served as a trusted advisor by offering personalized advice on financial planning strategies based on individual circumstances
  • Cultivated long-term relationships with clients through regular communication and proactive outreach initiatives

Education

High School Diploma -

Granbury High School
Granbury, TX
05-2015

Skills

  • Loan origination
  • Credit analysis
  • Compliance regulations
  • Financial documentation
  • Risk assessment
  • Customer relationship management
  • Loan processing
  • Team collaboration
  • Customer service
  • Friendly, positive attitude

Languages

Spanish
Professional

Timeline

Loan Specialist

Regional Finance
12.2022 - Current

Assistant

123 Tax Refund
07.2019 - 12.2022

High School Diploma -

Granbury High School

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