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, AZ03-2022
High School Diploma -
Kilmer South High School
Milwaukee, WI06-2008
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
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