Beatriz Ambriz

· Store lead and Customer Service Representative.

· Assist co-workers in training process and support in loan applications.

· Assist the customers with their loan application in person and over the phone.

· Review customer documentation to be submitted for final loan approval.

· Assist the customers with any concerns or questions regarding the loan process.

· Prepare loan contract explain the terms and conditions, conduct final process for loan funding.

· Process payments in cash and electronic payments.

· Experience with Western Union money transfer service.

· Assured customer information privacy.

· Money reconciliation at the end of the day.

• Interact with the customer in person and phone.
• Answer any questions and concerns that customers have.
• Help customers through loan applications.
• Prepare contracts and disburse loans.
• Take payments and reconciliation at the end of the day.
• Assured customer information privacy.

· Delivered clerical support by handling range of routine and special requirements.

· Prepared and edited documents to produce precise, accurate and professional communication.

· Greet clients, answer phones and transfer.
· Assist with payroll and employees scheduling.
· Call clients to coordinated arrangements.

· Work on receivables and payables and input them in the system.

· Receive all correspondence and packages and distribute them.

· Shop for office supplies, deposit checks, and go to company seminars.