Committed career seeker with deep understanding of financial and payment matters as well as customer service and sales activities. Proficient in data verification, account updates and problem solving and very detail oriented.
Overview
12
12
years of professional experience
Work History
Loan Servicing ll
Achieve
Tempe
08.2023 - Current
Assisted with monitoring activities such as source document verification, remote monitoring, data query resolution.
Prepared documents needed for loan modifications according to company guidelines.
Processed loan modification applications and verified applicant information for accuracy.
Coordinated with legal teams to ensure compliance with regulations in loan modifications.
Prioritized and organized tasks to efficiently accomplish service goals.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Assisted in designing and implementing data collection systems for various projects.
Jr. Vendor Accounts Specialist
NVA
Westlake
12.2021 - 05.2023
Accessed and researched financial information to answer questions and gather details about the specific utility and vendor accounts.
Served as a contact person and source of information to maintain good communication with clients.
Recorded debit, credit and account transactions in computer spreadsheets and databases.
Calculated and produced checks for utilities, taxes and other operational payments.
Collaborated with managers to identify and develop new markets according to strategic plan, analyzing potential opportunities and challenges.
Supported administration staff with records requests to support Hospital's transitions.
Loan Servicing Specialist II
Freedom Financial Network
Tempe
09.2021 - 12.2021
Performed high volume of inbound/outbound emails
Performed outbound calls
Provided exceptional customer experience
Processed email or web-submitted customer inquiries within standard response times
Resolved complex email inquiries from customers, title companies, and other third party companies each day
Prioritized and worked efficiently to accomplish service goals
Verified legal documents with policies and procedures to confirm translations retained meaning and intent.
Exceeded quality metric goals.
Loan Servicing Specialist
Freedom Financial Network
Tempe
01.2021 - 09.2021
Handled high volume of inbound/outbound calls
Provided exceptional customer service
Answered inbound calls to provide information, answer questions or discuss payment options
Processed requests from clients and make the account changes and document their accounts
Refined and demonstrated excellent listening skills, asked probing questions, understood concerns and overcame objections
Exceeded quality metric goals.
Business Banking Specialist
Wells Fargo
Northridge
04.2018 - 06.2019
Delivered an exceptional experience for our customers by placing them in the center of everything we do
Proactively grows and deepens relationships with existing small business customers as well as actively prospecting for new Wells Fargo small business and retail customers through outbound calls or following up consistently
Offered deposit, lending, and other small business product solutions in order to meet the customer's needs and financial goals
Reached out into the community by visiting businesses, and may conduct educational seminars in the community.
Assistant Manager
Wells Fargo
Northridge
06.2015 - 04.2018
Demonstrating the vision by building lifelong relationships with customers, understanding their financial needs, and helping them succeed financially in their business and personal aspect
Motivated and developed team members to achieve their maximum by constantly coaching and utilizing tools and resources provided
Actively operating branch success and embracing to follow and lead with ethics and integrity
Participated in events and activities for professional organizations, conducting educational seminars all around the community.
Personal Banker
Wells Fargo
Woodland Hills
10.2013 - 01.2015
Devoted much of day building long term relationships with customers, understanding their financial needs, and helping them succeed financially
Understanding customers financial needs, making suggestions, and offered the right products and services
Build and maintained relationships with different partners in the company, and working closely with them
Involved with the community, visiting businesses, and visiting schools.
Education
Some College (No Degree) -
Los Angeles Pierce College
Woodland Hills, CA
Skills
Exceptional Customer Service
Strong verbal and written communication
Multitasking and prioritization
Data Management
Billing Issue Resolution
Account Research/Update
Strategic planning
Management proficiency
Complaint Handling & Resolution
Business Communications
Cash Handling
Sales Leadership
Coaching
Seminars
Familiar with Microsoft Word, Outlook, Powerpoint, Excel, and Google sheets
Sr. Loan Servicing Collections Specialist, AVP at First Federal Savings BankSr. Loan Servicing Collections Specialist, AVP at First Federal Savings Bank
Syndicated Loan Servicing Operations at First Citizens India (Formerly known as SVB)Syndicated Loan Servicing Operations at First Citizens India (Formerly known as SVB)