Carolina Miller
Consumer Loan Specialist at Sunlight Financial- Claim this Profile
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Portuguese Native or bilingual proficiency
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Spanish Professional working proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Advanced Spanish
FAETECDec, 2009- Nov, 2024 -
Advanced English
FAETECDec, 2008- Nov, 2024
Experience
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Sunlight Financial
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United States
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Financial Services
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100 - 200 Employee
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Consumer Loan Specialist
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Jul 2022 - Present
Review credit applications to determine eligibility for solar and home improvement loan, solar loan assumptions as primary responsibility. Underwriting duties include Creating and reacting to reports to ensure accounts and installers are in compliance with our underwriting guidelines. Engaging in fraud verification measures to ensure validity of client information and to prevent financial fraud. Review all loan files for data accuracy including income requirements, collateral, property records, compliance, and completeness. Determine payment approvals on home improvement loans. Piloting new operations procedures and processes and provide improvement feedback. Assisted in training of new team members and continuing education of updated processes Show less
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Robert Half
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United States
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Staffing and Recruiting
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700 & Above Employee
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eDS Paralegal - Fact Finder Deputy
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Nov 2021 - May 2022
· Gathered facts, interviewed witnesses, and prepared summaries of underlying evidence associated with a client’s unemployment benefit claims. · Conducted research, placed outbound phone calls up to 120 a week, used critical analysis skill to synthetize findings into system. · Performed documentation analysis, quality control & data entry ensuring accuracy. · Gathered facts, interviewed witnesses, and prepared summaries of underlying evidence associated with a client’s unemployment benefit claims. · Conducted research, placed outbound phone calls up to 120 a week, used critical analysis skill to synthetize findings into system. · Performed documentation analysis, quality control & data entry ensuring accuracy.
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Allstate
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United States
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Insurance
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700 & Above Employee
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Licensed Insurance Producer & Account Manager
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Aug 2021 - Nov 2021
· Processed 100 outbound sales calls daily to customer prospects, used lead lists to establish contact and schedule appointments. · Utilized system to quote prospective insurance premiums, conducted phone prospecting, face-to-face prospecting and through social media efforts. · Contacted existing clients to perform annual reviews, renewals & new sales as account manager duties. · Processed 100 outbound sales calls daily to customer prospects, used lead lists to establish contact and schedule appointments. · Utilized system to quote prospective insurance premiums, conducted phone prospecting, face-to-face prospecting and through social media efforts. · Contacted existing clients to perform annual reviews, renewals & new sales as account manager duties.
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Freelance
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Remote
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Virtual Executive Assistant
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Sep 2014 - Apr 2020
· Managed complex calendars and schedules, coordinated travel arrangements meeting logistical needs. · Organized, prioritized & appropriately handled confidential time-sensitive information maintaining shared drives and documents. · Formulated project timelines and followed-up with executives to ensure deliverables, designed presentations and spreadsheet reports. · Managed complex calendars and schedules, coordinated travel arrangements meeting logistical needs. · Organized, prioritized & appropriately handled confidential time-sensitive information maintaining shared drives and documents. · Formulated project timelines and followed-up with executives to ensure deliverables, designed presentations and spreadsheet reports.
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Carol's Cup-O-Cakes
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West Virginia, United States
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Small Business Owner / Cake Decorator
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Jun 2015 - Mar 2020
· Operated home-based cake decorating and bakery services. · Planned and scheduled bakery production along cleaning activities to highest safety and sanitation standards. · Interacted with customers and provided cost estimates for orders placed online or by phone, participated in Vendor Events making 54% profit margin, engaged in advertising & marketing strategies to promote business using social media. · Operated home-based cake decorating and bakery services. · Planned and scheduled bakery production along cleaning activities to highest safety and sanitation standards. · Interacted with customers and provided cost estimates for orders placed online or by phone, participated in Vendor Events making 54% profit margin, engaged in advertising & marketing strategies to promote business using social media.
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Leader Magazine LTD
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Remote
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Junior Creative Project Manager Remote
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Jun 2018 - Aug 2019
· Exercised independent judgment while developing expertise that ensured compliance with marketing campaign, brand standards and legal requirements. · Researched retail fashion trends & colors to produce quarterly color palettes for design team. · Collaborated and consulted with vendors prior to the execution of marketing campaigns · Lead, created, and implemented management process to effectively manage project timelines for specialized channels and campaigns. · Exercised independent judgment while developing expertise that ensured compliance with marketing campaign, brand standards and legal requirements. · Researched retail fashion trends & colors to produce quarterly color palettes for design team. · Collaborated and consulted with vendors prior to the execution of marketing campaigns · Lead, created, and implemented management process to effectively manage project timelines for specialized channels and campaigns.
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Public Defender's Office Itaborai District Court
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Rio de Janeiro, Brazil
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Paralegal/Sr Paralegal Assistant
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Aug 2010 - Aug 2011
· Researched and resolved matters through detailed research and examination of documentation working independently. · Promoted to Sr. Paralegal Assistant in 7 months, provide substantiation for specific client inquiries, claims, disputes, cases, and proceedings under the direction of Sr. Paralegal. · Prepared agreements, documents and pleadings, and provide research and background information under the direction of Public Defender. · Researched and resolved matters through detailed research and examination of documentation working independently. · Promoted to Sr. Paralegal Assistant in 7 months, provide substantiation for specific client inquiries, claims, disputes, cases, and proceedings under the direction of Sr. Paralegal. · Prepared agreements, documents and pleadings, and provide research and background information under the direction of Public Defender.
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Contax
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Rio de Janeiro, Brazil
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Customer Service Representative
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Oct 2009 - Jul 2010
Received inbound calls inquiries, averaged 275 calls weekly resolved with 84% first-contact resolution. · Attracted potential customers by answering new product & service requests providing educated advice. · Processed orders, prepared correspondence and fulfilled customer inquiries to ensure customer satisfaction, performed quality control on data entries using company software. Received inbound calls inquiries, averaged 275 calls weekly resolved with 84% first-contact resolution. · Attracted potential customers by answering new product & service requests providing educated advice. · Processed orders, prepared correspondence and fulfilled customer inquiries to ensure customer satisfaction, performed quality control on data entries using company software.
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ICROM Comercio Exterior
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Brazil
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Executive Assistant / Compliance & Inventory Specialist
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Aug 2008 - Oct 2009
· Planned and organized meeting, events and travel agenda. · Developed long term schedule, managed phone calls and emails. · Created sales, inventory and profit reports along with PowerPoint presentations. Compliance & Inventory Specialist · Promoted within 6.5 months for meeting goals and knowledge of inventory. · Confirmed import or export expenses with service providers and recorded them in the ERP system, sent the exchange rate to internal clients. · Retrieved the documents of delivery support when applicable and store them in the corresponding internal repositories, utilized software to upload new products, manage sales and compliance, oversaw full-cycle shipping procedure. Show less
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Education
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2008 - 2010
Estácio
Associate's degree, International Business/Trade/Commerce -
2022 - 2022
Coursera
Certificate, Project Management -
2004 - 2007
Colegio Equilibrium
High School Diploma, 12
Community
