Jessica Veronica Diaz
Stockton
Summary
I am a focused institutional finance professions with 10+ years of in depth customer service and clerical experience. I am a fast thinking ready to make decisions and find solutions independently with accuracy and attention to detail. I adapt at providing unique solution to complex financial barriers with members. I hold strong communication and find value in being able to provide professionalism and hold strong work ethics.
Overview
22
22
years of professional experience
Work History
Consumer Lending Loan Officer II
Federal Credit Union
2014.11 - Current
- Provide support, guidance and coach members, call center, branches and consumer lending team members with questions or concerns
- Evaluate consumer loan applications and credit reports efficiently, providing loan decisions and pricing information in a timely manner
- Recognize cross-sell opportunities, products or services that benefit the members financial needs
- Understand and comply with applicable Federal and State laws, regulations and OE Federal Credit Union's policies and procedures
- Assist other consumer lending employees with completion of loan applications by collecting, verification and processing of loan information contained in loan applications.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Proactively identified solutions for customers experiencing credit issues.
Interim Branch Manager
Golden 1 Credit Union
2006.09 - 2014.11
- Train, coach and evaluate branch team on products, services, procedures and policies to ensure sales goals were met
- Identify, investigate and respond to member concerns by interacting with internal resources and following up with resolution
- Responsible for branch security and internal audit procedures and policies
- Assist in the review, implementation and control of operational and consumer lending policies and procedures.
Estate Loan Specialist I
Washington Mutual Bank
2003.06 - 2004.09
- Assemble document packages for Government Insuring
- Maintain contact with LFC Managers, Loan Closers, Processors, Underwriters, Brokers, Closing Agents, Title Companies and/or Customers to obtain missing or unsigned documents
- Resolve VA/FHA issues.
Estate Reconveyance Rep II
Washington Mutual Bank, Real
2002.01 - 2003.06
- Notarized Lien Releases
- Primary contact with Title companies regarding recording information, and retrieve copies of recorded documents
- Responsible for training new employees on Reconveyance procedures and policies
Education
Dental Assistant -
Galen College of Medical And Dental Assistants
Fresno, CA12.1997
Skills
- Bilingual in English and Spanish
- Problem solving abilities
- Communication and teamwork skills
- Interpersonal skills
- Proficient in Microsoft Office, Outlook, Excel, Windows XP, Teller navigator, OFAC screening system
Timeline
Consumer Lending Loan Officer II
Federal Credit Union
2014.11 - Current
Interim Branch Manager
Golden 1 Credit Union
2006.09 - 2014.11
Estate Loan Specialist I
Washington Mutual Bank
2003.06 - 2004.09
Estate Reconveyance Rep II
Washington Mutual Bank, Real
2002.01 - 2003.06
Dental Assistant -
Galen College of Medical And Dental Assistants
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