Zelda Perez
Loan Consultant at Woodside Credit Corporation- Claim this Profile
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English -
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Spanish -
Topline Score
Bio
Credentials
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edX Honor Code Certificate for Business and Its Environment: An Overview of Business and the Role of Finance
edXJun, 2015- Oct, 2024 -
Notary Public
State of CaliforniaMar, 2020- Oct, 2024 -
Branch 2 Pest Control License
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Experience
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Loan Consultant
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Oct 2017 - Present
As a Loan consultant I help people get qualified to own their dream car. Whether the car is at an auction, private party or dealership I can assist in completing the transaction on my customer's behalf. Every customer receives the utmost attention. I also work alongside with dealerships in helping them sell more cars by offering a unique finance program. Woodside Credit offers the best combination in low monthly payments, low down payments and professional service. If I can assist in getting you more information on our programs for Classic, Collector and Exotic cars feel free to email me at zelda@woodsidecredit.com or give me a call 949-783-7419. Show less
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Operations Associate
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Jun 2016 - Sep 2017
-Responsible for scheduling and reviewing all collateral verification's and appraisals. -Prepared loan documents specific to the term of the loan approval.-Reviewed and checked in all executed documents.-Prepared monthly marketing through Fax Blast/ Constant Contact.-Responsible for ensuring that all loan documentation and loan stipulations are complete, accurate, and comply with company policy. -Filed UCC liens and various other title documentation to perfect liens.-Reviewed and accurately logged title documentation. Show less
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Sales Coordinator
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Dec 2013 - Jun 2016
- Responsible for gathering customer insurance information and any additional loan stipulations to finalize the loan. - Connected with borrowers to discuss loan process and what is required.- Provided support services to the Sales, Accounting and Finance Departments. - Entered customer applications for loans. - Prepared loan files for accurate figures.- Traveled and worked annual company trade show twice a year.- Responsible for scheduling collateral verification inspections/ appraisals. - Answered incoming client phone calls and directed calls towards appropriate person.- Prepared monthly marketing through Fax Blast/ Constant Contact. Show less
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Western Exterminator
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United States
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Construction
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1 - 100 Employee
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Customer Service Administrator
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Jan 2009 - May 2013
- Provided support services to the Service Center Manager and Assistant Manager as needed.- Created client quarterly excel reports for pest services. - Performed month end closing and reconciliation of work orders.- Processed and prepared bi-weekly payroll.- Prepared monthly revenue reports for pest technicians. - Handled customer disputes, credits and other inquiries. - Assisted in determining annual budget and branch goals. - Responsible for hiring, training, supervising and motivating office staff.- Provided technical support for mobile devices and handheld PDA’s.- Assisted in human resource services for the branch. - Maintained Service Center supplies and ordered supplies as needed. - Prepared and managed correspondence.- Processed customer payments and branch bank deposit. - Sold pest control services over the phone. - Collected past due amounts for Termite and Pest Departments. Show less
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Customer Service Representative
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Sep 2007 - Feb 2009
- Processed and prepared daily termite and pest reports.- Prepared and managed outgoing and incoming correspondence.- Entered new customer data and assisted customers over the phone.- Sold pest control services over the phone- Organized and maintained termite department files. - Processed customer payments and branch deposit. - Contacted customers to follow up on completed pest services.
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Zitos Pizza
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United States
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Restaurants
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1 - 100 Employee
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Assistant Store Manager
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Oct 2005 - May 2007
- Organized work schedules. - Maintained and ordered store inventory. - Assisted customers with order disputes. - Processed day-end reports and cashed out registers. - Responsible for training and motivating employees. - Compiled and organized store deposit. - Managed and maintained store - Organized and scheduled events for clients. - Supervised employees on assigned shifts - Organized work schedules. - Maintained and ordered store inventory. - Assisted customers with order disputes. - Processed day-end reports and cashed out registers. - Responsible for training and motivating employees. - Compiled and organized store deposit. - Managed and maintained store - Organized and scheduled events for clients. - Supervised employees on assigned shifts
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Education
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2002 - 2007
California State University, Fullerton
Bachelor of Arts (B.A.), Political Science and Government -
Blackstone Career Institute
Certificate, Legal Assistant/Paralegal
Community
