Ivan Montano
Chandler
Summary
Motivated and well-versed in mortgage laws and regulations, with two years of experience working toward licensure. Actively seeking an opportunity as a Registered Loan Officer to take the next step in becoming a fully licensed Loan Officer, leveraging in-depth industry knowledge and a strong commitment to professional growth.
Overview
8
8
years of professional experience
Work History
Call Center Support Specialist/Loan Officer Assistant
Barrett Financial Group
05.2023 - 01.2025
- Increased first-call resolution rate, ensuring prompt and accurate responses to customer inquiries.
- Trained new hires on standard operating procedures, company policies, and product knowledge to ensure consistent service levels across the team.
- Provided exceptional customer service by patiently addressing concerns and clarifying information as needed.
- Reduced average call handling time with thorough training in company products and services.
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Set up files using loan officer checklist and submitted on-time for processing.
- Improved turnaround times for loan applications through effective prioritization and proactive problem-solving techniques.
Retention Specialist
State Farm
05.2022 - 05.2023
- Handled escalated customer complaints professionally, de-escalating situations while finding mutually beneficial resolutions.
- Enhanced customer satisfaction levels with proactive communication and timely resolution of issues.
- Negotiated contract renewals, securing continued business partnerships with satisfied clients.
- Built constructive customer relationships to improve loyalty and recommendations.
Sales Representative
Coca-Cola
10.2017 - 05.2022
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
Data Entry Clerk/Customer Service Representative
Banner Healthcare
10.2016 - 10.2017
- Completed data entry tasks with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
- Organized, sorted, and checked input data against original documents.
- Scanned documents and saved in database to keep records of essential organizational information.
Education
No Degree - Business
Maricopa Community Colleges, Mesa Community College
Mesa, AZHigh School Diploma -
Chandler High School
350 N Arizona Ave, Chandler, AZ 8522505-2008
Skills
- Cross-selling techniques
- CRM software
- Call handling
- Customer service
- Know all Laws and Regulations of Mortgage Lending
Accomplishments
* Finished SAFE Course (with all laws and Regulations)
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Call Center Support Specialist/Loan Officer Assistant
Barrett Financial Group
05.2023 - 01.2025
Retention Specialist
State Farm
05.2022 - 05.2023
Sales Representative
Coca-Cola
10.2017 - 05.2022
Data Entry Clerk/Customer Service Representative
Banner Healthcare
10.2016 - 10.2017
No Degree - Business
Maricopa Community Colleges, Mesa Community College
High School Diploma -
Chandler High School
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