Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Skills
Data accuracy
Document organization
Skilled in Software
Tracking document flow
Quality Management
Responsible
Leadership
Teambuilding
Reading comprehension
Conflict resolution
Written Communication
Customer service
Analytical skills
Collaboration
Standard operating procedures
Compliance controls
Project support
Adaptability
Work History
Loan Documentation Specialist, 11/2020 to Current Columbia Banking System, Inc. – Goldendale, WA,
Carefully reviewed all documents and reports for completeness and accuracy.
Scanned, filed and transmitted various documents and adhered to digital filing procedures.
Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
Maintained document archive and file server of approved documents and drawings to provide easy traceability and retrievability.
Allocated unique document numbers to internal documents and incoming external documents and tracked in database.
Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
Reviewed and validated details of loan applications and closing documentation.
Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Set up, stored and updated customer files, department records and regulatory paperwork.
Verified credit histories, personal references and employment backgrounds for each applicant.
Filed completed loan applications with underwriting and made approval or denial recommendations.
Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
Customer Service Representative, 07/2019 to 11/2020 Rentokil Initial – Hicksville, NY,
Exceeded team goals and collaborated with staff members to implement customer service initiatives.
Resolved customer complaints while prioritizing customer satisfaction and loyalty.
Answered customer questions about products and services, helped locate merchandise and promoted key items.
Processed payments and returns with accuracy and efficiency.
Answered customer telephone calls promptly to avoid on-hold wait times.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Offered advice and assistance to customers, paying attention to special needs or wants.
Responded to customer needs through competent customer service and prompt problem-solving.
Answered customer questions about product availability and shipment times.
Responded to customer requests for products, services and company information.
Demonstrated high attention to detail, organization, and ability to manage multiple tasks and projects simultaneously.
Responded to customer inquiries via phone, email, and web-based platforms.
Exhibited high energy and professionalism when dealing with all levels of clients and staff.
Requested escalation for unresolved issues.
Took payment information and other pertinent information such as addresses and phone numbers to place orders.
Retail Associate, 05/2015 to 07/2019 T.J. Maxx – City, State,
Greeted customers, helped locate merchandise and suggested suitable options.
Assisted customers by answering questions and fulfilling requests.
Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
Balanced and organized cash register by handling cash, counting change and storing coupons.
Maintained clean sales floor and straightened and faced merchandise.
Organized store merchandise racks and displays to promote and maintain visually appealing environments.
Checked pricing, scanned items, applied discounts and printed receipts to ring up customers.
Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
Checked prices for customers and processed items sold by scanning barcodes.
Used POS system to process sales, returns, online orders and gift card activations.
Refunded payments for returned items, processed exchanges and offered store credit to achieve customer satisfaction.
Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
Performed stocking and informed management of low inventory quickly.
Actively engaged customers to provide general assistance and information on store merchandise.
Worked closely with Job title to solve problems and handle customer concerns.
Processed information and merchandise through POS register system.
Contributed to design and setup of merchandise displays promoting key products, creating aesthetically pleasing arrangements to attract customer attention.
Education
Diploma: , Expected in 06/2016 South Pointe High School - Rock Hill , GPA:
: Science, Expected in Coastal Carolina University - Conway, Sc, GPA:
: Dental Hygiene, Expected in York Technical College - Rock Hill, SC GPA:
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