Professional in financial services sector, bringing valuable experience in loan servicing and client support. Known for consistently delivering high-quality results and improving operational efficiency. Collaborative team player with keen ability to adapt to evolving business needs while maintaining focus on achieving targets. Proficient in loan management systems and customer communication.
Overview
4
4
years of professional experience
Work History
Loan Service Representative
1st Franklin Financial
07.2023 - Current
Processed loan applications efficiently, ensuring compliance with company policies and industry regulations.
Assisted customers in understanding loan terms, enhancing overall customer satisfaction and trust.
Managed documentation for loan approvals, maintaining accuracy and organization to streamline workflows.
Collaborated with team members to resolve customer inquiries promptly, fostering a supportive team environment.
Conducted thorough reviews of customer financial profiles, providing tailored loan advice based on individual needs.
Maximized revenue opportunities through effective cross-selling of additional financial products and services aligned with client needs.
Resolved customer inquiries through effective communication and problem-solving techniques.
Contributed to sales growth by upselling products and services based on individual customer requirements.
Office Manager
Barreto Construction LLC
01.2022 - 05.2023
Managed office operations, ensuring efficient workflow and adherence to company policies.
Coordinated schedules and meetings for executives, optimizing time management and resource allocation.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Oversaw inventory management, maintaining accurate records of supplies and equipment usage.
Implemented filing system improvements, enhancing document retrieval speed and organization.
Processed invoices accurately and efficiently using accounting software.
Reconciled vendor statements to ensure timely payments and resolve discrepancies.
Reconciled accounts receivable ledgers to maintain accurate financial records.
Processed customer invoices and ensured timely payment collection.
Gained proficiency in accounting software systems such as QuickBooks and Excel, streamlining data entry tasks and report generation processes.
Paraprofessional
Baldwin County Board of Education
07.2022 - 01.2023
Supported classroom activities by assisting teachers with lesson plans and student engagement.
Implemented individualized education plans to meet diverse student needs effectively.
Monitored student progress, providing feedback to educators for continuous improvement.
Facilitated communication between teachers, students, and parents to enhance learning experiences.
Organized educational materials and resources to streamline classroom operations.
Collaborated with special education staff to ensure compliance with regulatory standards.
Assisted in the development of behavioral intervention strategies to foster a positive learning environment.
Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
Child Care Center Teacher
Dunwoody Prep
07.2021 - 04.2022
Designed and implemented engaging lesson plans aligned with developmental goals.
Fostered a safe, nurturing environment to encourage children's emotional and social growth.
Collaborated with parents to discuss child progress and address concerns effectively.
Monitored classroom activities to ensure compliance with safety regulations and educational standards.
Developed individualized learning strategies to meet diverse needs of children in care.
Mentored new staff on best practices for child engagement and classroom management techniques.
Organized educational field trips to enhance experiential learning opportunities for children.
Evaluated children's progress through observation and assessments, providing constructive feedback for improvement.