Aarika Flemings
Los Angeles
Summary
Professional setup expert prepared to bring extensive system integration and troubleshooting experience to new role. Proven track record in improving operational efficiencies and implementing effective solutions. Reliable team player known for adaptability and delivering results under changing conditions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Disclosure Desk Lead/ Loan Setup Specialist
OCMBC, Inc.
Irvine, CA
10.2024 - Current
- Oversaw disclosure desk operations to ensure compliance and timely processing of loan documents
- Review and issuance of initial and revised loan estimates(LEs) and Closing Disclosures(CDs)
- Supervised and mentored team members (Training/workflow management)
- Facilitated broker account administration (managing portal access, password resets, user setup)
- Streamlined Broker Approval Process (Auditing incoming broker packages, verifying licensing)
- Processed Initial Loan file setup
Finance Assistant
Audi Fletcher Jones
Costa Mesa, CA
02.2023 - 10.2024
- Coordinated communication between departments to enhance customer service experience.
- Executed finance duties, including data entry and provided support to finance team for package submissions.
- Ensured documentation accuracy and compliance with regulatory standards.
- Managed client inquiries in person and over the phone, resolving issues efficiently.
- Inventory entries into company database
Client Services Representative
Bank of America
02.2019 - 02.2023
- Customer service and security procedures
- Handled customer inquiries and resolved conflicts to enhance customer satisfaction and retention
- Conflict Resolution
- Resolved customer disputes to enhance satisfaction and maintain service quality
- Trained new hires on customer service and security procedures to ensure compliance and effective service delivery
- Handled cash, processed payments, and performed teller duties.
Education
No Degree - Accounting
Mt. San Antonio College
Walnut, CASkills
- Customer communication
- Dependable work ethic
- Critical thinking
- Highly detail-oriented
- Loan processing
- Time management
- Client assistance
- Regulatory compliance
Certification
DRE CA License - #02239992
EXPERTISE
- Customer Service
- Organizational & basic computer skills
- Knowledge of data Entry and accounting principles
- Detail oriented
- Team building & training
- Strong Leadership
- Team Player
Timeline
Disclosure Desk Lead/ Loan Setup Specialist
OCMBC, Inc.
10.2024 - Current
Finance Assistant
Audi Fletcher Jones
02.2023 - 10.2024
Client Services Representative
Bank of America
02.2019 - 02.2023
No Degree - Accounting
Mt. San Antonio College