Yissania Sanchez
Mableton,GA
Summary
Highly skilled professional with 10+years of experience in the areas of office administration, customer service, communications, scheduling & meeting facilitation. Ready to share professional expertise and exceptional work ethics with a respectful organization.
Overview
13
13
years of professional experience
Work History
Hybrid Member Service Agent
Delta Community Credit Union
09.2023 - Current
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Maintained up-to-date knowledge of product and service changes.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Promptly responded to inquiries and requests from prospective customers.
- Educated customers about billing, payment processing and support policies and procedures.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Educated and engaged customers with new bank products and services.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Processed membership applications quickly, verifying required documentation accurately to ensure smooth onboarding experiences for new members.
- Supported members with account management tasks, including updating personal information and troubleshooting login issues.
- Maintained and managed customer files and databases.
- Learned and adapted quickly to new technology and software applications.
- Worked well in a team setting, providing support and guidance.
- Worked effectively in fast-paced environments.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Excellent communication skills, both verbal and written.
- Identified issues, analyzed information and provided solutions to problems.
Administrative Assistant-Mortgage Loan Intake Specialist
CalCon Mutual Mortgage
08.2019 - 08.2023
- Assist branch manager and loan originators with loan setup by preparing and reviewing loan documents, entering application information into the Encompass loan system, and working closely with all parties involved in the loan transaction including customers, loan officer, real estate agents, closing attorneys and down payment assistance agencies
- Prepare the loan files by reviewing the 1003 loan application and obtaining additional documentation as needed to validate information submitted on the loan application
- Conduct review and quality assurance of all loan application documents to include W2s, pay stubs, award letters, asset statements and legal documents
- Submission of down payment assistance/subsidy requests and supporting documentation to various agencies in the Atlanta area to include, but not limited to Atlanta Housing Authority, Georgia Dream, Fulton County Homeownership Program, Invest Atlanta and Atlanta Neighborhood Development Program
- Liaison for borrowers and loan officer throughout the mortgage approval process; communicated outstanding requirements needed for pre-approval of the loan application
- Request title commitments, flood certificates, tri-merge credit reports and/or supplements, hazard insurance.
Administrative Assistant-Hispanic Community Outreach
Cobb County Board of Commissioners
01.2017 - 01.2019
- Scheduled, trained and assisted other administrative assistants with daily activities
- Attended and be prepared for community meetings and special projects with community leaders and constituents
- Answering the phones to obtain constituents request and following up with inquiries.
Parent Facilitator/Community Connector/Translator-Interpreter
Cobb County Schools
01.2011 - 01.2018
- Worked with teachers, parents, faculty, and school administrators to achieve parent participation and involvement in child education
- Coordinated and collaborate with supervisors to implement Federal mandated parental activities
- Collaborated with the CCSD personnel and community members to identify resources available
- Translator-Interpreter (English-Spanish) as needed.
Parent Facilitator/Community Connector/Translator-Interpreter
Cobb County School-International Welcome Center (IWC)
01.2011 - 01.2018
- Facilitated communications between clients and school faculty
- Provided accurate language interpretation in person for effective communication between limited English proficient clients and school facilitators
- Maintained case history records and prepare reports for management.
Education
A.S. - Computer Applications
North Shore Community College
Danvers, MA01.2000
Skills
- Office Administration / Customer Service
- Proficient in Microsoft Office Suite applications including word documents, spreadsheet applications, and power point presentations Able to type up to 50 WPM
- Coordinating and maintaining schedules, meeting facilitator, experience in event/activity planning
- Bilingual, Spanish/English Able to translate written documents as well verbal translation for small and large audiences alike
Related Experience
- CalCon Mutual Mortgage, Smyrna, GA, Administrative Assistant-Mortgage Loan Intake Specialist, 2019, present, Assist branch manager and loan originators with loan setup by preparing and reviewing loan documents, entering application information into the Encompass loan system, and working closely with all parties involved in the loan transaction including customers, loan officer, real estate agents, closing attorneys and down payment assistance agencies, Prepare the loan files by reviewing the 1003 loan application and obtaining additional documentation as needed to validate information submitted on the loan application, Conduct review and quality assurance of all loan application documents to include W2s, pay stubs, award letters, asset statements and legal documents, Submission of down payment assistance/subsidy requests and supporting documentation to various agencies in the Atlanta area to include, but not limited to Atlanta Housing Authority, Georgia Dream, Fulton County Homeownership Program, Invest Atlanta and Atlanta Neighborhood Development Program, Liaison for borrowers and loan officer throughout the mortgage approval process; communicated outstanding requirements needed for pre-approval of the loan application., Request title commitments, flood certificates, tri-merge credit reports and/or supplements, hazard insurance
- Cobb County Board of Commissioners, Marietta, GA, Administrative Assistant-Hispanic Community Outreach, 2017, 2019, Scheduled, trained and assisted other administrative assistants with daily activities, Attended and be prepared for community meetings and special projects with community leaders and constituents, Answering the phones to obtain constituents request and following up with inquiries
- Cobb County Schools, Marietta, GA, Parent Facilitator/Community Connector/Translator-Interpreter, 2011, 2018, Worked with teachers, parents, faculty, and school administrators to achieve parent participation and involvement in child education., Coordinated and collaborate with supervisors to implement Federal mandated parental activities, Collaborated with the CCSD personnel and community members to identify resources available, Translator-Interpreter (English-Spanish) as needed
- Cobb County School-International Welcome Center (IWC), Marietta, GA, Parent Facilitator/Community Connector/Translator-Interpreter, 2011, 2018, Facilitated communications between clients and school faculty, Provided accurate language interpretation in person for effective communication between limited English proficient clients and school facilitators, Maintained case history records and prepare reports for management
Languages
Spanish
Native or Bilingual
Timeline
Hybrid Member Service Agent
Delta Community Credit Union
09.2023 - Current
Administrative Assistant-Mortgage Loan Intake Specialist
CalCon Mutual Mortgage
08.2019 - 08.2023
Administrative Assistant-Hispanic Community Outreach
Cobb County Board of Commissioners
01.2017 - 01.2019
Parent Facilitator/Community Connector/Translator-Interpreter
Cobb County Schools
01.2011 - 01.2018
Parent Facilitator/Community Connector/Translator-Interpreter
Cobb County School-International Welcome Center (IWC)
01.2011 - 01.2018
A.S. - Computer Applications
North Shore Community College
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