Dedicated and adaptable candidate with a proven track record of successful project management and producing quality outcomes through leadership and team motivation. Works with clients to determine requirements and provide excellent service.
Overview
5
5
years of professional experience
Work History
Loan Servicing Assistant
Small Business Administration
Fresno, CA
04.2020 - 09.2021
Processed CPC Reimbursement payment requests received from Lenders
Adeptly handled 30-50 inbound calls daily
Received and responded to Lender requests via email
Served as Notary for 4 departments throughout SBA center
Used multiple platforms of Office software to draft memorandums for customers based on agency policy
Maintained data within digital systems with meticulous accuracy for precise, reliable records
Review loan documents to make recommendations for Charge Off of 7A Commercial Loans
Navigated CAFS system to service 7A Commercial and PPP Loans
Processed incoming Bankruptcy notices of Borrowers ensuring proper referral and recall from Treasury department
Monitored Semi-Annual Reporting Portfolio to ensure 7A Lenders complied with Prudent Liquidation Deadline and SBA Regulations
Utilized LexisNexis and LANA to research and update Bankruptcy status of Borrowers before processing loan Charge Off
Completed reconveyance release on Collateral for loans Paid in Full.
Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Office Automation Clerk
Small Business Administration
Fresno, CA
04.2019 - 04.2020
Prepared packages for shipment, pickup, and courier services for prompt delivery to Lenders and other SBA offices throughout Western region.
Utilized Microsoft Office software to generate and disburse 200-500 Collateral releases and Limited Power of Attorney documents monthly.
Cataloged and managed over 8,000 department records and physical files containing original UCC, Loan, and collateral documents for prompt and efficient retrieval.
Reviewed and sent outgoing materials and correspondence to ensure completeness and proper postage.
Assigned incoming check payments received from Insurance companies, Lenders and borrowers.
Operated office photocopiers, coordinated travel arrangements, maintained office bulletin board and assisted staff with clerical or procedural requirements.
Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
Managed multiple projects simultaneously using organizational and analytical skills.
Assistant Manager
Midwestern Loan And Tax Services
Lawton, OK
05.2013 - 12.2013
Answered 20-30 inquiries and addressed, resolved or escalated issues to management personnel to ensure client satisfaction
Monitored cash intake and deposit records to increase accuracy and reduce discrepancies
Reviewed sales and merchandising reports to achieve profit goals, reduce back stock and predict sales.
Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.