Zachary Juarez

• Reviewed loan applications and verified accuracy of borrower information.
• Provided customer service by responding to inquiries regarding loan status.
• Ordered appraisals, title, and insurance services, then reviewed for discrepancies or concerns.
• Verified that all conditions of the loan have been met prior to disbursement of funds.
• Assessed credit reports to determine eligibility for mortgage loans.
• Examined collateral property values to ensure they meet investor guidelines.
• Monitored loan processing timelines to meet closing deadlines.
• Recommended adjustments to loan terms or conditions based on individual circumstances.

• Facilitated training sessions for staff on how to use newly implemented processes effectively.
• Monitored process performance to ensure compliance with established standards.
• Prepared reports summarizing process performance, progress, and recommendations for optimization.
• Identified areas for improvement and recommended solutions to optimize processes.
• Participated in meetings with internal teams to discuss process changes or modifications.
• Created spreadsheets in Microsoft Excel for record-keeping and reporting.

⦁ Responsible for assisting the Account Managers by reviewing files, ordering supporting documents, and other tasks to clear underwriting conditions.

⦁ Uploaded and reviewed completed appraisals.

⦁ Ordered, reviewed and uploaded appraisal desk reviews when needed.

⦁ Responsible for completing verification of employment for wage earners and self-employed borrowers.

⦁ Emailed or mailed VA Appraisals and Notice of Value to borrowers.

⦁ Communicated directly with Loan Officers to ensure that loans close in a timely manner.

⦁ Performed other duties as assigned.

⦁ Utilizes Encompass for all reviewed documents and ensures appropriate data is entered.

⦁ Requests for revisions on appraisals that have incorrect information in Mercury and communicates this to the Underwriter.

• Trained new Loan Officer Assistants.

• Informed customers about billing procedures, processed payments and provided payment option setup assistance.
• Asked questions to determine service needs and accurately input information into electronic systems.
• Reviewed production orders, schedules, delivery dates and inventory levels to determine product availability.
• Established and adjusted work procedures to meet production schedules.
• Improved efficiency and productivity
• Inspected finished products for quality and adherence to customer specifications.
• Supervised daily management of all logistics and warehouse activities.
• Tracked inventory, documented discrepancies and maintained overall count.

• Answered guest inquiries regarding hotel offerings and services.
• Resolved guest challenges and complaints by applying resourceful and actionable solutions.
• Responded to guests, including email, telephone and in-person inquiries.
• Patrolled the premises regularly to ensure safety of employees and visitors.
• Set up reservations, processed payments and responded to a wide range of questions.

• Completed simple and advanced repairs according to specifications for systems such as brakes, exhaust, engine, and electrical.
• Performed customer work and warranty repairs in compliance with manufacturer standards.
• Performed troubleshooting and diagnostic procedures to locate the source of malfunctions.
• Communicated with customers to explain estimates and provide expected delivery and repair timelines; addressed customer questions or concerns to enhance customer satisfaction.
• Assisted in management of business operations by maintaining records and files, preparing cost and inventory reports, and ordering supplies.
• Assisted customers with sales transactions in a timely manner to guarantee high level of customer service.
• Capitalized on opportunities to enhance customer experiences and bring in repeat business.

• Observed confidentiality and safeguarded all patient-related information.
• Updated daily logs to track information movements.
• Maximized customer satisfaction by handling customer emails and telephone interactions each day.
• Pulled patient charts for upcoming appointments.
• Followed-up with insurance companies and individuals to resolve discrepancies.