William Aldrete
El Paso,TX
Summary
Customer service professional with a good track record at Vanderbilt Mortgage and Finance Inc. I have a background in retail banking and loan origination. Dedicated to delivering exceptional client experiences. Skilled in problem-solving and mortgage loan software, I thrive on simplifying complex information to empower customers. My leadership experience as a Bilingual Customer Service Supervisor at Alorica highlights my ability to inspire teams, exceed business targets, and create meaningful connections. Driven by a deep commitment to helping people, I take pride in making a positive impact through every interaction.
Overview
7
7
years of professional experience
Work History
Customer Service Representative
Vanderbilt Mortgage and Finance Inc.
Maryville, TN
03.2023 - Current
- Assist customers with escrow analysis, helping them understand how property taxes and homeowner's insurance impact their monthly mortgage payments.
- Explain the loan payoff process and lien releases.
- Educate customers about loan types, interest rates, and amortization schedules to help customers understand how their mortgage works.
- Help customers understand their loan balance, payoff amounts, and interest.
- Guide customers through the mortgage payment process, including setting up monthly draft, explaining due dates, late fees, and escrow payments.
- Process payment disputes, submit request and coordinate with internal departments to resolve issues efficiently.
Bilingual Customer Service Supervisor
Alorica
El Paso, TX
05.2022 - 02.2023
- Applied cultural knowledge and interpersonal abilities to help customers open up and explain their concerns.
- Reviewed operational records and reports to project sales and determine profitability.
- Established ambitious goals for employees to promote acheivement and surpass business targets.
- Mentored and internally promoted successful company sales and account management staff into leadership positions to drive company growth.
Mortgage Loan Officer
US Bank Mortgage
Las Cruces, Mexico
05.2018 - 04.2019
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Spent ample time with each applicant to break down complex information into terms that are easy to understand.
- Developed and maintained relationships with local real estate agents.
Education
Accounting And Finance
University of Phoenix
Tempe, AZSkills
- Problem-solving
- Paperwork processing
- Creative problem solving
- Positive and professional
- Mortgage loan software
- Documentation
- Preparing applications
- Reviewing financial paperwork
- Client data gathering
- Verifying information
Timeline
Customer Service Representative
Vanderbilt Mortgage and Finance Inc.
03.2023 - Current
Bilingual Customer Service Supervisor
Alorica
05.2022 - 02.2023
Mortgage Loan Officer
US Bank Mortgage
05.2018 - 04.2019
Accounting And Finance
University of Phoenix
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