Vontessa Harris
Birmingham,AL
Summary
Assisted in processing personal and title loan applications. Supported underwriting, loan modifications, and renewals using QuickBooks. Prepared documentation and financial histories for closing processes. Provided excellent customer service and resolved issues effectively.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Loan Processor
Landmark Financial
10.2024 - 01.2026
- Achieved high customer satisfaction by effectively managing multiple phone lines and addressing inquiries. Enhanced application processing by conducting comprehensive credit and employment verifications. Improved payment collection rates through diligent management of delinquent accounts and payment processing. Resolved customer account issues promptly, fostering positive relationships. Established payment arrangements and ensured follow-up on commitments to maintain account integrity. Optimized filing and document scanning processes to support operational efficiency.
Loan Processor
Regional Finance
08.2022 - 01.2024
- Compiled crucial financial information from employers, landlords and other available documentation.
- Protected institution by verifying approvals.
- Collaborated with loan officers, underwriters.
- Coordinated with underwriters to clarify any issues or discrepancies.
- Conducted thorough analysis of applicant's financial information and credit history to determine eligibility for loans.
BDC Representative
Benton Nissan of Hoover
05.2018 - 11.2021
- Assisted in managing customer relationships through CRM software. Supported service department by monitoring customer contacts. Followed up on lead generation efforts to enhance client engagement.
- Cultivated customer relationships to enhance loyalty and drive repeat business.
- Executed outbound calls to follow up on previous contacts and leads generated from marketing initiatives.
- Engaged customers to promote and communicate current marketing incentives.
- Organized and managed customer appointment scheduling with sales representatives.
- Organized and scheduled sales appointments while efficiently rescheduling no-show customers.
Education
Certificate of Completion - Communication
Jefferson State College
Birmingham, ALHigh school diploma or GED - undefined
Skills
- Credit Reports
- Multi-line phone systems
- Refinancing (loan modification)
- Microsoft Office
- Customer service
- Bank Deposit, cash calculations
- Loan processing, loan closing
- Office experience
- Employment Verification
- Organizational skills
- Appointment scheduling
- Clerical experience
- Customer support
- Lead generation
- CRM system proficiency
- Financial report writing
- Microsoft Excel
- Underwriting
- Microsoft Outlook
- Inside sales
Certification
- Driver's License
- CPR Certification
Languages
English
Timeline
Loan Processor
Landmark Financial
10.2024 - 01.2026
Loan Processor
Regional Finance
08.2022 - 01.2024
BDC Representative
Benton Nissan of Hoover
05.2018 - 11.2021
High school diploma or GED - undefined
Certificate of Completion - Communication
Jefferson State College