Summary
Overview
Work History
Education
Skills
Timeline
Generic

Teresa Martin

Laveen

Summary

Resourceful Loan Advisor known for high productivity and efficiency in task completion. Specialize in risk assessment, financial analysis, and client relationship management. Excel in communication, problem-solving, and adaptability, ensuring smooth loan processing and customer satisfaction.

Overview

19
19
years of professional experience

Work History

Loan Advisor

Bridgecrest
Mesa
10.2024 - Current
  • Provided excellent customer service by addressing client inquiries and concerns.
  • Maintained accurate records of client interactions and loan progress updates.
  • Provided guidance and advice on loan options to customers.
  • Verified customer information for accuracy and completeness in loan applications.
  • Ensured compliance with all federal, state, and local laws governing lending practices.
  • Developed customized financial plans for clients based on their individual needs.
  • Assisted customers by answering inquiries through chat platform.
  • Resolved customer complaints in a timely manner.

Bankruptcy Specialist

Lendmark financial services
Gilbert
05.2022 - 06.2024
  • Reviewed bankruptcy petitions for accuracy and completeness.
  • Maintained detailed records of client interactions and case progress.
  • Collaborated with legal teams to gather necessary documentation.
  • Researched state and federal bankruptcy laws to ensure compliance.
  • Represented debtors at 341 meetings conducted by creditors or trustees.
  • Evaluated personal asset disposition alternatives including reaffirmation agreements, redemption agreements, abandonment agreements.
  • Assisted in the preparation of documents required to file petitions, schedules, and other related matters in accordance with Bankruptcy Code requirements.

Customer Relations Specialist

Cenlar FSB
Tempe
05.2018 - 03.2022
  • Managed customer inquiries through phone and email communication.
  • Resolved customer complaints by identifying issues and providing solutions.
  • Maintained accurate customer records in company database systems.
  • Educated customers on product features and services available at Cenlar FSB.
  • Advised customers on company policies, procedures and regulations related to the product or service they purchased.
  • Developed relationships with customers to ensure repeat business.
  • Resolved customer complaints promptly and efficiently.

Clinical Administrative Coordinator

UnitedHealthcare
Phoenix
11.2016 - 04.2018
  • Coordinated patient scheduling and managed appointment logistics for healthcare providers.
  • Assisted in processing insurance claims and verifying patient eligibility for services.
  • Maintained accurate patient records and updated information in electronic health systems.
  • Communicated effectively with patients regarding their care plans and appointment reminders.
  • Reviewed medical documents to ensure compliance with policies and regulations.
  • Collaborated with team members to improve workflow and reduce processing time.

Fraud Prevention Specialist

Plexus Worldwide
Scottsdale
06.2014 - 04.2016
  • Monitored transactions for potential fraudulent activity within Plexus Worldwide systems.
  • Analyzed customer accounts to identify suspicious patterns and behaviors.
  • Collaborated with cross-functional teams to enhance fraud detection protocols.
  • Trained staff on best practices for recognizing and reporting fraud cases.
  • Reviewed documentation and evidence related to suspected fraud incidents.
  • Investigated suspicious transactions, identified potential fraud patterns, and reported findings to the management team.

Customer Service Representative

McKesson
Scottsdale
10.2012 - 04.2014
  • Assisted customers by answering inquiries through phone and email communication.
  • Resolved customer complaints by providing effective solutions in a timely manner.
  • Maintained accurate records of customer interactions and transactions in the system.
  • Collaborated with team members to enhance service delivery and customer satisfaction.
  • Educated customers on product features and services to facilitate informed decisions.

Customer Service Representative

PLS Loan Store
Milwaukee
01.2007 - 11.2009
  • Managed client files to ensure accuracy and compliance with regulations.
  • Prepared loan documents for review and submission to underwriting teams.
  • Reviewed credit reports to assess borrower eligibility for loan products.
  • Provided exceptional customer service by addressing client inquiries promptly.
  • Answered questions regarding loan status and process from customers,title companies.
  • Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.

Education

Some College (No Degree) - Aesthetic

Southwest Institute of Healing Arts
Tempe, AZ
03-2022

High School Diploma -

Kilmer South High School
Milwaukee, WI
06-2008

Skills

  • Loan processing
  • Regulatory compliance
  • Financial assessment
  • Credit analysis
  • Documentation management
  • Customer relationship management
  • Risk assessment
  • Problem solving
  • Time management
  • Attention to detail
  • Customer relations

Timeline

Loan Advisor

Bridgecrest
10.2024 - Current

Bankruptcy Specialist

Lendmark financial services
05.2022 - 06.2024

Customer Relations Specialist

Cenlar FSB
05.2018 - 03.2022

Clinical Administrative Coordinator

UnitedHealthcare
11.2016 - 04.2018

Fraud Prevention Specialist

Plexus Worldwide
06.2014 - 04.2016

Customer Service Representative

McKesson
10.2012 - 04.2014

Customer Service Representative

PLS Loan Store
01.2007 - 11.2009

Some College (No Degree) - Aesthetic

Southwest Institute of Healing Arts

High School Diploma -

Kilmer South High School
Teresa Martin