Jamie Lobos Martinez
Rialto
Summary
Bringing over 9 years experience in providing exceptional customer service and over 5 years experience providing administrative support. Possessing valuable experience in addressing client issues and providing reliable support. Consistently collaborates with team members to achieve positive outcomes and adapts to changing demands.
Overview
6
6
years of professional experience
Work History
Insurance Customer Service Representative
AAA of Southern California
03.2024 - Current
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Increased cross-selling opportunities by proactively identifying potential new business leads during client interactions.
- Posted payments to accounts and maintained records.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
Member Service Representative
1st Valley Credit Union
San Bernardino, United States
08.2022 - 02.2024
- Provide excellent customer service, member education, and open new member checking, savings, and IRA accounts
- Increased office efficiency by overhauling the company's filing/audit system and facilitating application process
- Promoted credit union loan & account products and services
- Produced spreadsheets monthly for interest rate comps, and entered teller drawer receipt balances weekly and ensured balanced GL's for CEO
- Interviewed members for the loan application process while assuring to create professional and trusting relationships
- Ensured quality service and addressed and resolved all customer issues efficiently as possible
- Analyzed financial data such as income, assets, and debts to determine loan eligibility and repayment plans
LO Assistant II
Flagstar Bank
Redlands, United States
04.2019 - 08.2022
- Managed high-volume loan pipeline and obtained necessary documents successfully for the MLO to meet closing's
- Responsible for providing high-level administrative support to the Senior Mortgage Loan Officer (MLO) by managing their calendar, arranging meetings, and preparing agendas
- Acted as the first point of contact for the borrowers via phone calls and email and ensured updates through every step of the loan process and service
- Developed and maintained relationships with borrowers, lenders, and other stakeholders
- Provided administrative and clerical support, including data entry, filing, photocopying, and scanning
- Drafted correspondence and created reports for MLO
Education
Associate Degree in Nursing - Nursing
Riverside City College
12-2027
High School Diploma -
Bloomington High School
05.2012
Skills
- Communication Skills
- Problem Solving
- Multitasking Skills
- Time Management
- Customer Relations
- Sales
Languages
Spanish
Native or Bilingual
Timeline
Insurance Customer Service Representative
AAA of Southern California
03.2024 - Current
Member Service Representative
1st Valley Credit Union
08.2022 - 02.2024
LO Assistant II
Flagstar Bank
04.2019 - 08.2022
Associate Degree in Nursing - Nursing
Riverside City College
High School Diploma -
Bloomington High School