Monica Alvarez
Phoenix
Summary
Motivated individual with experience in customer service and loan processing. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Collaborative and strategic team leader. Proven track record of addressing customer needs while protecting the credibility of organizations while providing quality customer service. Experience assisting customers by creating positive experiences from complex situations. The ability to cultivate trustworthy relationships, provide aide, and abide by all regulations and laws.
Overview
8
8
years of professional experience
Work History
Account Manager
INFORMATION OUTSOURCE INC
2023.04 - Current
- The Print & Mail Account Manager is responsible for planning, organizing and managing printing and mailing projects from start to finish
- This includes all customer communications and identifying goals, timelines, and resources necessary to successfully complete the project
- Works closely with the production team to ensure the project stays on track, manages customer expectations, and problem-solves any issues that may arise during the process
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Communicate with customers to determine project requirements (scope, specifications, deadlines, etc.)
- Communicate with production for internal planning (paper, schedule, staffing, etc.)
- Work independently keeping projects on track and on schedule throughout the process
- Stay highly organized and maintain customer and production communication at all times
- Create and maintain all documentation and record-keeping related to the project
- Assemble final costs and create invoice once the job is completed.
Senior Loan Processor
ACCESS CAPITAL GROUP, INC
2019.07 - 2023.04
- Formulated quick turnaround times to meet closing dates
- Preparing loan files to submit to lenders according to their specific guidelines and requirements (working with up to 5 lenders at one time) including sending the initial disclosure package
- Managed loan applications from initial set-up through funding
- All Loan types and programs
- Very complex FHA and VA loans
- Contacted outside sources, references, and vendors to verify client financial information
- Engaged with customers in person and via telephone to answer questions, process transactions, and resolve issues
- Analyzed files for completeness, identified missing documentation, and generated condition lists for applicants
- Prepared documents for underwriting by analyzing client income, credit reports, and financial statements to assess risk and determine applicants' ability to repay loans
- Coordinated closing process with attorneys, title companies, and government clerks
- Developed and maintained relationships with applicant, loan officers, real estate agents, and escrow/title companies to establish smooth loan process
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation
- Reviewed and validated details of loan applications and closing documentation, coordinated closing process with attorneys, title companies, and government clerks.
Senior Loan Processor 3
Eagle Home Mortgage
2016.05 - 2019.06
- Handled any conditions sent from underwriting departments
- Managed VA, FHA, Jumbo loans for home builder
- Prepared documents for underwriting by analyzing client income, credit reports, and other information
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants
- Worked with customers via telephone to answer questions, process transactions, and resolve issues
- Verified credit histories, personal references and employment backgrounds for each applicant
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility
- Reviewed and validated details of loan applications and closing documentation.
Education
GED -
Maricopa Community Colleges - Rio Salado Community College
Tempe, AZSkills
- Financial document review
- Processing procedures
- Interpersonal Communication
- Written Communication
- Teamwork and Collaboration
- Good Telephone Etiquette
- Decision-Making
- Flexible and Adaptable
- Excellent Communication
- Organization and Time Management
- Analytical and Critical Thinking
- Problem-Solving
- Project Management
Timeline
Account Manager
INFORMATION OUTSOURCE INC
2023.04 - Current
Senior Loan Processor
ACCESS CAPITAL GROUP, INC
2019.07 - 2023.04
Senior Loan Processor 3
Eagle Home Mortgage
2016.05 - 2019.06
GED -
Maricopa Community Colleges - Rio Salado Community College
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