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Professional Summary
Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 10 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures.
Skills
Provide exceptional customer service with existing and potential customer
Process loan applications and make loans
Safeguard and maintain customer records
Collections experience
Inbound and Outbound Calling
Conflict Resolution
Excellent time management skills
Effective problem solver
Work History
12/2018 to 02/2021Branch ManagerAlmstead Tree And Shrub Care | Hawthorne, NY,
Oversaw entire loan process to provide each client received exceptional service.
Conducted weekly one-on-one meetings with employees to provide performance evaluations, resolve issues and answer questions.
Advised clients of financial services that could prove to be beneficial.
Recommended loan approvals and denials based on customer loan application reviews.
Trained newly hired employees to provide information regarding processes, procedures and deadlines.
Originated, reviewed, processed, closed and administered customer loan proposals.
Reviewed and edited loan agreements to promote efficiency and accuracy.
Monitored accounts for compliance with established payment plans and flagged those in violation.
Delivered exceptional customer service on all calls while maintaining calm and professional demeanor in challenging circumstances.
Used skip tracing and other techniques to locate debtors.
Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues.
Utilized talents and expertise to complete on-time and accurate monthly closing processes, journal entries and accruals.
05/2015 to 11/2018Loan SpecialistFirst Republic Bank | Jupiter, FL,
Proactively identified solutions for customers experiencing credit issues.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
Recommended loan approvals and denials based on customer loan application reviews.
Maintained strict confidentiality of bank records and client information.
Maintained friendly and professional customer interactions.
Explained very technical financial information to applicants in easy to understand language.
Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Reviewed financial statements and contacted institutions and customers to clarify details.
Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
Maintained long-term relationships with customers to provide best-in-class customer service.
12/2011 to 05/2015Collections RepresentativeMarriott Vacations Worldwide | Scottsdale, AZ,
Negotiated to collect balance in full.
Resolved challenging situations with friendly but firm strategies.
Reviewed collection reports to determine status of collections and amounts of outstanding balances.
Used skip tracing resources to locate debtors and updated information in company system.
Counseled debtors on payment options and arranged installment agreements.
Processed payments and contracts on accounts.
Used skip tracing and other techniques to locate debtors.
Delivered exceptional customer service on all calls while maintaining calm and professional demeanor in challenging circumstances.
Monitored accounts for compliance with established payment plans and flagged those in violation.
05/2007 to 06/2011Insurance Claims Customer Service RepresentativeFred Loya Insurance Agency Inc. | City, STATE,
Provided primary customer support to internal and external customers in fast-paced environment.
Interviewed policyholders to verify information and obtain additional details.
Examined reports, accounts and evidence to determine integrity and accuracy of information.
Evaluated accuracy and quality of data entered into agency management system.
Followed up with customers on unresolved issues.
Documented all investigation activity and presented reports to management.
Collaborated with claims department and industry anti-fraud organizations to resolve claims.
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