Experience

Sunlight Financial

• United States
• Financial Services
• 100 - 200 Employee

• Bilingual Customer Service Representative

  • Feb 2021 - May 2022

  Charlotte, North Carolina, United States • Support with fraud verification activities to ensure the validity of customers information. • Follow up with loan documents for accuracy and completeness. • Perform credit analysis based on pre-defined credit strategies and guidelines for risk. • Deliver outstanding bilingual support to Spanish speaking customers.



Equitable

• United States
• Financial Services
• 700 & Above Employee

• Eservice and Life Policy Specialist

  • Sep 2020 - Feb 2021

  Charlotte, North Carolina, United States Assisted with traditional/term life insurance products impacted by the financial markets. • Help with sensitive complex inquiries from clients and financial professionals. • Navigate multiple administrative systems, including; Windows XP, Access Database programs, product specific legacy/updating systems, internet/intranet, image and workflow system, etc. • Deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, After Call… Show more Assisted with traditional/term life insurance products impacted by the financial markets. • Help with sensitive complex inquiries from clients and financial professionals. • Navigate multiple administrative systems, including; Windows XP, Access Database programs, product specific legacy/updating systems, internet/intranet, image and workflow system, etc. • Deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, After Call Work, and accomplish goals established by the department. Show less



University of North Carolina at Charlotte

• United States
• Higher Education
• 700 & Above Employee

• Administrative Assistant, Education Department

  • Jan 2019 - Sep 2020

  Charlotte, North Carolina Area Responsible for developing a masters-level class curriculum to be taught in the fall semester of 2020. • Partnered with a professor to convert his textbook into a masters-level class on case study research, as well as doing outside study on contemporary research methods. • Wrote curriculum including rubric, syllabus, exams, assignments, and interactive slides that the professor will be teaching.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Home Preservation Specialist, Home Mortgage

  • Sep 2017 - Feb 2018

  Charlotte, North Carolina Area Member of a special home mortgage team at the bank responsible for handling global natural disaster cases. • Analyzed customer finances and made recommendations on loan modifications and options to resolve delinquency. • Proficient use of Microsoft Office to manage, identify, and request the appropriate documents required for loan modification review. • Answered inquiries from borrowers regarding the status of loss mitigation, loan modification, short sale, and foreclosure… Show more Member of a special home mortgage team at the bank responsible for handling global natural disaster cases. • Analyzed customer finances and made recommendations on loan modifications and options to resolve delinquency. • Proficient use of Microsoft Office to manage, identify, and request the appropriate documents required for loan modification review. • Answered inquiries from borrowers regarding the status of loss mitigation, loan modification, short sale, and foreclosure processes. • Communicated empathetically to clients calling into the bank under high amounts of stress involving natural disasters. Show less