Loan Officer Assistant

• Sep 2020 - Present

Loan Coordinator

• Jul 2020 - Aug 2020

Account Manager/ Insurance Agent

• May 2014 - Mar 2020

B2B Sales, presentations, closing and project management. Develop positive working relationships with clients. Generate new leads to establish a growing referral base. Deliver policy proceeds after a claim is filed and approved. Communicate with Insurance Adjusters about the life cycle of each claim. Explain the differences in policy specifics so clients can make informed decision about their purchases. Assist with obtaining underwriting approval. Respond to clients’ questions and complaints Follow up with clients after initial meetings or conversations. Show less

HR Support/Order Processing

• Oct 2010 - Mar 2014

Handled multifaceted clerical tasks (order processing, client relations, monitoring open order reports, order fulfillment, supply management, event planning, and employee documentation) as the HR administrative support to the Las Vegas satellite. Quickly became a trusted assistant known for dependability, flexibility and high-quality work. Highlights: —Communicated effectively with multiple departments to complete projects that hosted over 10,000 orders in a week. Established strong relationships with our different locations to gain support and effectively achieve results. —Helped coordinate various employee events to increase employee morale and communications. —Entrusted to manage office and warehouse personnel in my manager’s absence. Provided timely, courteous and knowledgeable response to information requests from other departments and clients. ——Provided support to warehouse managers for various HR duties and employee relations. —Earned excellent marks on performance reviews, with citations for excellence in areas including work volume, accuracy and quality; ability to learn and master new concepts; positive work ethic; and commitment. —Trained new employees with skills to develop a higher degree of integrity and proficiency. Show less

Recruiting Specialist

• Feb 2010 - Oct 2010

Assisted multiple clients by recruiting top talent in the industry with a high success rate. Effective at recruiting, screening, interviewing and placement. Worked in a demanding fast-paced environment with continuous changing priorities. Build rapport with over 50 clients to establish trust and increase revenue. Increased market share 30% by cold calling, marketing and referrals. Managed electronic job boards and coordinated job fairs. Launched a project of 12 employees out of state for two weeks with effective communication in Spanish. Managed payroll of over 50 employees on a weekly basis. Show less

Banker

• Aug 2007 - Feb 2010

Finance Manager

• Mar 2003 - Jul 2007