Bethany Traute
Goodyear
Summary
Highly skilled Loan Processor with strong experience in handling loan applications and promoting customer satisfaction. Possess solid understanding of lending products, credit report analysis, and regulatory standards in the financial industry. Known for precision in documentation and enhanced ability to manage deadlines, contributing to smooth workflow within fast-paced environments. Have consistently delivered high-quality service, resulting in improved efficiency and customer retention rates.
Overview
8
8
years of professional experience
2016
2016
years of post-secondary education
Work History
Loan processor
Discover Financial
West Valley City
03.2023 - Current
- Fast and efficient answering customer facing phone calls and emails to assist with our application process.
- Reviewing various secure and private documents in order to process the application to the next stage.
- Maintained pipeline management and stayed on top of tasks assigned, while still focusing on compliance, and preventing defects, while providing excellent customer service through phone calls.
- Always aiming to assist other peers with extra work, whilemaintaining quality customer experience.
Personal Banker
Discover Financial
West Valley City
03.2020 - 03.2023
- Assisted customers with account inquiries and banking services.
- Collaborated with team members to enhance customer service experience.
- Managed client documentation and applications securely.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
Senior Account Specialist
Discover Financial
West Valley City
01.2019 - 11.2019
- Managed client accounts and ensured service satisfaction over every phone call.
- Collaborated with cross-functional teams to address client concerns and improve processes.
- Resolved escalated issues promptly to maintain strong client relationships.
- Negotiated payment options and interest rates to assist customers while maintaining positive relationships.
- Maintained compliance and defects achieving amazing stats every month.
- Received several awards while working in this department.
Account Specialist
Discover Financial
West Valley City
03.2018 - 01.2019
- Achieved excellent compliance, avoiding defects and receiving more than 15+ awards while working in this department.
- Assisted clients with inquiries regarding services and account details.
- Established customer rapport to quickly mitigate problems while complying with established support processes and procedures.
Education
Home Schooled
Peoria, AZSkills
- Document review
- Loan processing
- Compliance management
- Pipeline management
- Time management
- Title research
- Policy adherence
- Risk assessment
- Account management
- Effective communication
- Reviewing secure documentation
Timeline
Loan processor
Discover Financial
03.2023 - Current
Personal Banker
Discover Financial
03.2020 - 03.2023
Senior Account Specialist
Discover Financial
01.2019 - 11.2019
Account Specialist
Discover Financial
03.2018 - 01.2019
Home Schooled