Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Yinelisse Pagan

Chicago,IL

Summary

Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.

Overview

7
7
years of professional experience

Work History

Lending Assistant

Meraki Solar, LLC
03.2022 - 06.2024
  • Communicated with customers daily to request information and complete paperwork.
  • Monitored key dates to obtain information by deadlines.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Assembled important paperwork and disclosures for borrower.

Change Order Manager

Meraki Solar, LLC
06.2023 - 01.2024
  • Collaborated with project teams, contractors, and clients to identify and assess the impact of proposed changes.
  • Developed and implemented efficient change control processes and procedures, resulting in improved project cost management to mitigate risks and optimize project outcomes.
  • Identified plans and resources required to meet project goals and objectives.
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.

Project Advocate

Meraki Solar, LLC
03.2021 - 03.2022
  • Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
  • Assisted with applications and collected required paperwork to help individuals register for supportive services.
  • Delivered friendly service and offered expert support in every interaction.
  • Managed projects from procurement to commission.

Account Manager

State Farm
10.2020 - 03.2021
  • Set and achieved company defined sales goals.
  • Met existing customers to review current services and expand sales opportunities.
  • Kept detailed records of daily activities through online customer database.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.

Sales Manager

Lacoste
02.2019 - 02.2020
  • Attended industry events and conventions to expain sales opportunities.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.

Shift Leader

Starbucks
01.2017 - 02.2018
  • Prepared shift summary reports for supervisor and communicated regularly on goals and progress.
  • Trained new employees and delegated daily tasks and responsibilities.
  • Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
  • Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.

Education

Associate of Arts - Accounting And Finance

Valencia College
Orlando, FL

Skills

  • Documentation review
  • Banking regulations
  • Loan processing
  • Loan file review
  • Report preparation
  • Document verification
  • Cash handling
  • Loan funding coordination
  • File processing
  • File management

Languages

Spanish
Native or Bilingual

Timeline

Change Order Manager

Meraki Solar, LLC
06.2023 - 01.2024

Lending Assistant

Meraki Solar, LLC
03.2022 - 06.2024

Project Advocate

Meraki Solar, LLC
03.2021 - 03.2022

Account Manager

State Farm
10.2020 - 03.2021

Sales Manager

Lacoste
02.2019 - 02.2020

Shift Leader

Starbucks
01.2017 - 02.2018

Associate of Arts - Accounting And Finance

Valencia College

Similar Profiles

CREATE PROFILE
Yinelisse Pagan