Veronica Saldana
Corpus Christi,TX
Summary
Experienced with maintaining accurate records and handling various office tasks efficiently. Utilizes strong organizational skills and attention to detail to manage daily administrative duties. Knowledge of office software and document management systems, ensuring effective support for team operations.
Overview
5
5
years of professional experience
Work History
Funding Clerk
Rally Credit Union
12.2024 - Current
- Review loan applications and loan title documents for accuracy.
- Provided support to member service representatives for accuracy in the loan application process.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
- Provided quality clerical support through data entry, document management, email correspondence.
- Maintained a professional atmosphere within the office setting through effective communication skills and polished presentation abilities.
- Reduced errors in data entry through rigorous attention to detail and double-checking work.
- Input data into spreadsheets and databases.
- Skilled at working independently and collaboratively in a team environment.
- Excellent communication skills, both verbal and written.
Branch Manager
Parra Loan Company
10.2022 - 09.2024
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Developed strategies to increase customer satisfaction and loyalty.
- Managed staff scheduling, hiring and training processes.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Reviewed loan documents for accuracy and completeness.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Reviewed loan applications and supporting documentation to determine completeness, accuracy and compliance with company policies.
- Analyzed borrower's credit history, income and assets to assess creditworthiness and ability to repay loan.
- Resolved customer inquiries related to account balances, payment history and other issues in an efficient manner.
- Processed payments from delinquent accounts according to established procedures while adhering to federal and state collection guidelines.
- Provided administrative support by completing data entry tasks and organizing documents.
Customer Advocate
Speedy Cash
05.2022 - 10.2022
- Answered customer inquiries and provided accurate information regarding products and services.
- Processed payments using various methods such as ACH, wire transfers, checks.
- Assisted customers with inquiries regarding their payment status or account balances.
- Conducted cashiering duties such as deposits, withdrawals, transfers, payments, collections, check cashing.
- Verified customer's identification for check cashing services.
- Counted and balanced cash drawer at the beginning and end of shift.
- Processed customer payments by cash or credit card accurately and efficiently.
- Provided excellent customer service to ensure a positive customer experience.
Customer Service Representative
Barri Financial Group
12.2020 - 03.2022
- Answered customer inquiries and provided accurate information regarding products and services.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Conducted customer service activities in order to facilitate money transfer transactions.
- Verified customers' identities by collecting appropriate documentation.
- Conducted financial transactions including deposits, withdrawals, transfers, loan payments, and check cashing.
- Processed check cashing requests within established limits.
- Maintained accurate records of all transactions including deposits, withdrawals, transfers and check cashing activity.
Education
High School Diploma -
Collegiate High School
05-2010
Skills
- Customer Service
- Account Review
- Business Development
- Shift Scheduling
- Interviewing and Hiring
- Relationship building and management
- Branch Operations Management
- Excels in team leadership
- QuickBooks experience
- Relationship Building
- Sales Development
- Team Supervision
- Multi-tasking ability
- Staff Training
- Dependable
- Decision-Making
- Cash Handling
- Attention to Detail
- Collections
- Reliable
- Financial Services
- Multilingual in [English][Spanish]
- Check Cashing and Withdrawals
- Telephone etiquette
- Database entry
- Credit analysis
- Fraud understanding
- Credit evaluation
- Loan Processing
- Adaptability
- Report Preparation
Affiliations
- Wreath Making
- DIY Projects
Languages
Spanish
Professional
Timeline
Funding Clerk
Rally Credit Union
12.2024 - Current
Branch Manager
Parra Loan Company
10.2022 - 09.2024
Customer Advocate
Speedy Cash
05.2022 - 10.2022
Customer Service Representative
Barri Financial Group
12.2020 - 03.2022
High School Diploma -
Collegiate High School
References
References available upon request.
Education and Training
other
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