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Freddy
Loan Agent Specialist
Contato
Competências
Demonstrated experience with CRM systems knowledge.
Demonstrated experience with Communication skills.
Demonstrated experience with Time management.
Demonstrated experience with Financial modeling.
Demonstrated experience with Loan underwriting.
Formação acadêmica
Idiomas
Resumo
Loan Agent Specialist open to new opportunities
Experiência
Loan Agent Specialist
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
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
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.