Provide a convenient, easy to understand, affordable loans to customers beginning with a simple application.
Empathize with any potentially sensitive situations customers might be going through and empowering them to move forward towards a brighter future with a loan that meets their priorities.
Advised borrowers on strategies for improving their credit score or reducing debt load prior to applying for a new loan.
Performed verification of customer's employment status, income level, debt-to-income ratio, and other factors to ensure compliance with regulatory standards.
Properly handled any potentially fraudulent loan application discreetly, efficiently and according to the proper policies and procedures.
Answer over 100 calls and texts per shift to assist with customer questions, concerns and general account servicing.
Educate customers about our various borrowers assistance programs if they are experiencing a hardship that limits or prevent them from staying on track with their payments.
Process payments from current and delinquent accounts according to established procedures while adhering to federal and state collection guidelines.
Maintained up-to-date knowledge of relevant laws and regulations governing consumer lending practices.
Wealth Management Investment Professional
JPMorgan Chase
Chicago, IL
01.2023 - 02.2023
Studied with other newly hired investment professionals with the goal of passing a series of exams, including the SIE, Series 63, and Series 7.
Took countless notes and several quizzes and practice exams for the SIE.
Actively participated in corporate video conferences to discuss the firm's achievements, future goals and the different approaches newly hired individuals could take to help meet those goals
Received one on one coaching from an existing Investment Professional by listening in on customer phone calls, observing how securities such as stocks, options and bonds are properly handled.
Adapted to the software and tools that were used within the firm; from computers and printers to everything in between.
Student Volunteer
Carle Hospital
Urbana, IL
01.2019 - 03.2022
Assisted nurses and physicians with routine patient care, such as IV procedures, patient bathing, feeding, vaccinations, med/sustenance assistance
Aided in reducing wait times by an average of 10 minutes and ultimately increasing patient satisfaction
Maintained medical equipment stockpile by organizing and restocking supply rooms and closets
Resulted in more time spent with the patient and less time in the supply room by medical personnel
Streamlined communication by answering phone calls for the nurses and translating between English and Spanish when needed.
Further bolstered direct patient care time to minimize patient suffering.
Education
Bachelor of Science - Econometrics And Quantitative Economics
University of Illinois At Urbana-Champaign
Champaign, IL
05.2022
High School Diploma -
Curie Metropolitan High School
Chicago, IL
06-2018
Skills
Technical:
R studio
Microsoft Excel
Microsoft PowerPoint
Python
HTML
Language:
Spanish (Fluent)
English (Fluent)
Additional:
Regression Analysis
Data Analysis
Programming
Collections Experience
Debt Management
Loan Processing
Risk Evaluation
Credit Bureau History Review
Timeline
Personal Loan Specialist
OneMain Financial
11.2023 - Current
Wealth Management Investment Professional
JPMorgan Chase
01.2023 - 02.2023
Student Volunteer
Carle Hospital
01.2019 - 03.2022
Bachelor of Science - Econometrics And Quantitative Economics