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F

Freddy

Loan Agent Specialist

Contacto

Heredia, Heredia Province, Costa Rica
Disponible en CazVid
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Competencias

CRM systems knowledge

Demonstrated experience with CRM systems knowledge.

Communication skills

Demonstrated experience with Communication skills.

Time management

Demonstrated experience with Time management.

Financial modeling

Demonstrated experience with Financial modeling.

Loan underwriting

Demonstrated experience with Loan underwriting.

Educación

High school
Colegio Nacional Virtual Marco Tulio Salazar
Completed 2018
English Program Graduate
Intensa
Completed 2024

Idiomas

Spanish
English

Resumen

Loan Agent Specialist open to new opportunities

Experiencia

Loan Agent Specialist

Bill Gosling Outsourcing
Dec 2024 - May 2026

Manage loan applications from intake to approval, ensuring compliance and accuracy.. Conduct employment and insurance verifications.. Perform financial calculations and balance validations.. Handle inbound and outbound calls with dealers and clients.. Maintain portfolio follow-ups to ensure timely processing.. Support back-office data management and account updates.

Submittals Specialist

AYA Healthcare
Oct 2020 - Oct 2023

Managed nurse profile submissions across 58 different systems.. Ensured data accuracy, contract completion, and invoice processing.. Maintained daily communication with clients via email and Microsoft Teams.

Store Manager / Administrator

Vape Life
Feb 2019 - Sep 2020

Oversee retail store operations, direct sales, and face-to-face negotiations with clients and vendors.. Manage staff recruitment, onboarding, and ongoing training.. Handle end-to-end inventory control across retail floor and warehouse.. Manage POS systems, cash registers, closing reports, and social media marketing to increase store foot traffic and client engagement.

Habilidades

CRM systems knowledgeCommunication skillsTime managementFinancial modelingLoan underwriting
Publicado en CazVid - 3 nov 2026
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