Experience

Patelco Credit Union

• United States
• Banking
• 700 & Above Employee

• Solution Specialist II

  • May 2023 - Present



Lendmark Financial Services

• United States
• Financial Services
• 700 & Above Employee

• Sr Loan Consultant

  • Sep 2019 - Sep 2022



BALANCE/Consumer Credit Counseling

• San Francisco, CA

• Financial Coach - Call Center

  • Nov 1998 - Apr 2018

  • Educate and empower clients on various personal financial topics, including: Reviewed credit report and improve their credit scores, effective money management, avoiding bankruptcy and debt management, among others • Developed a customized Action Plan and money management that detailed a course of action based on the member’s financial goals • Conducted personalized counseling sessions in order to analyze the client’s household income, debt, savings and credit history to determine their ability to reach a specific financial goals • Greeted members providing immediate solution, options base on their inquiries • Handled each situation with respect and confidentiality • Cross-trained in all areas of the department, including: The call Center, Front Desk, Operations and Housing resolved products and service issues • Mastered effective listening and trained of new employees improving member’s satisfaction • Responsible for posting checks/electronic payments, scheduled appointments, review of financial statement, update, analyzed pre-disbursement reports for accuracy and disbursed six million dollars a month to creditors on behalf of members Show less



Holiday Inn Express

• Hospitality
• 700 & Above Employee

• Front Desk Manager

  • Mar 2008 - Apr 2009

  • Provided a friendly personality of manning the front desk. • Greeted guest, issued room keys and booked reservations. • Responsible for cash deposit and printing invoices. • Handled incoming calls, Answered questions about Hotel amenities, points of interest and ensuring customer satisfaction. • Provided a friendly personality of manning the front desk. • Greeted guest, issued room keys and booked reservations. • Responsible for cash deposit and printing invoices. • Handled incoming calls, Answered questions about Hotel amenities, points of interest and ensuring customer satisfaction.