Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
Generic

Jovita Martinez

Santa Ana

Summary

Bilingual Financial Agent, looking to obtain a full-time position with a practice that utilizes my skills, and allows me to grow professionally and individually.

Knowledgeable Loan Processor and Collections, bringing 16 years of experience in banking and financial positions. Highly skilled in working well with people of all backgrounds to complete loan packages. Adept at building loyalty and trust between bank and customer.

Multi-talented loan processing professional versed in customer service and bank standards. Excellent communicator and decision-maker with a strong eye for detail and a proactive nature.

Bilingual individual willing to go the extra mile to ensure quality service to each and every customer. A dependable Loan Specialist committed to explaining complex information in easy to understand terminology.

Flexible hard worker ready to learn and contribute to team success.

Loan processor with talent for underwriting and closing deals. Strong knowledge of loan processing and great customer service . Communicative and team-oriented with proficiency in loan processing. Proven history of fostering to help others achieve their goal to meet team, individual and management objectives.

Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.

Overview

21
21
years of professional experience

Work History

Loan Processor/Collections

Bayside Credit
05.2022 - Current
  • Collections, Calling customers with 15-25 days past due.
  • Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
  • Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
  • Set up and completed loan submission packages.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
  • Provided quick turnaround times to maintain fast-past schedule.

Loan Processor

Lobel Financial
12.2013 - 04.2022
  • Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Maintained complete confidentiality of submitted information according to release guidelines.
  • Obtained repeat business by building strong customer relations and delivering world-class customer service.

Supervisor

First Credit Finance
05.2011 - 10.2013
  • Funding new deals, Calling to verify information on customers who were trying to purchase a vehicle, taking payments over the phone & walking payments, supervising co-workers, ordering supplies for entire office, making collection calls , opening and closing office, etc.

Customer Service

Credit One/Veros
03.2004 - 05.2011
  • Adding and Cancelling Insurance on new accounts and on accounts that had been with us, mailing insurance letters to customers who had no insurance, calling insurance companies to obtain information on customers insurance, entering Declaration pages, Binders and endorsements on customers accounts, taking walking payments, phone payments also mail payments ,collection calls, etc.

Education

High School Diploma -

Santa Ana High School
Santa Ana, CA

Skills

  • Gathering appraisals
  • Completing interviews
  • Processing documents
  • Loan Origination and Underwriting
  • Verifying information
  • Trend Identification and Forecasting
  • Reviewing financial paperwork
  • Preparing applications
  • Finalizing contracts
  • Collections

References

REFRENCE UPON REQUEST

Languages

Spanish
Full Professional
English
Full Professional

Timeline

Loan Processor/Collections

Bayside Credit
05.2022 - Current

Loan Processor

Lobel Financial
12.2013 - 04.2022

Supervisor

First Credit Finance
05.2011 - 10.2013

Customer Service

Credit One/Veros
03.2004 - 05.2011

High School Diploma -

Santa Ana High School

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Jovita Martinez