Juan Flores
Santa Ana
Summary
My background as a funding specialist, property manager, and loan processor, combined with my ongoing academic pursuits in GIS and data analytics, demonstrates a well-rounded approach to problem-solving and decision-making. I am dedicated to utilizing my diverse skill set—including expertise in loan processing, team leadership, bilingual communication, and financial compliance—to drive efficiency and accuracy. With a focus on delivering high-quality results, I aim to contribute effectively to projects and initiatives that require both domain expertise and analytical insight.
Overview
6
6
years of professional experience
Work History
Loan Funding Specialist
Woodside Credit
12.2024 - Current
- I review and approve over 25 loan packages daily, ensuring a 98% accuracy rate to verify completeness and compliance.
- I act as the final checkpoint for loan disbursements, ensuring full compliance with financial regulations and company policies.
- I lead a team of 4 loan processors, boosting team productivity through guidance and support while maintaining high performance standards.
- I coordinate with dealerships and financial institutions, improving the loan approval and funding process for smoother transactions.
- I manage risk by identifying and resolving discrepancies in loan documentation, reducing errors before funds are released, while enhancing process efficiency.
- I assist the Support team with their daily tasks as needed, optimizing workflow and operational efficiency.
Senior Loan Processor
Woodside Credit
09.2021 - 11.2024
- I led and trained other loan processors, ensuring adherence to best practices and fostering a high-performance culture within the team.
- I consistently led the team in accuracy, achieving top honors in all loan processing tasks during my tenure.
- I facilitated the processing of loan files, ensuring superior accuracy in all documentation with meticulous attention to detail.
- I thoroughly verified and organized required documentation to meet regulatory standards.
- I collaborated closely with the sales team to expedite loan processing, ensuring timely and efficient funding.
- I proactively followed up with customers and dealers to obtain essential loan stipulations, including proof of income, insurance, residence, and driver’s licenses.
- I independently processed all Barrett Jackson auction loans with efficiency and accuracy.
Community Relations Representative
Irvine Company Apartment Communities
07.2019 - 09.2021
- I managed delinquency reporting for the community, ensuring accurate and timely reporting of outstanding balances.
- I oversaw the community's move-in audit process, meticulously verifying proof of income, identification, lease documentation, and other required documents to ensure regulatory compliance.
- I led a team in implementing Renters Insurance policies, collaborating with both team members and residents to maintain up-to-date accounts.
- I led the Dwelling Live project, supporting the security team and proactively addressing parking issues by maintaining accurate resident information and enforcing data input standards.
- I proactively contacted residents with expiring leases, assisting in lease renewals or facilitating transfers to new units within the community.
- I gained valuable exposure to processes related to remediation, variance reporting, and compliance with BMR/OCHA regulations.
Education
Master of Science - GIS & Data Analytics
University of Massachusetts Global
CA06-2027
Skills
- Bilingual (Spanish/English)
- Translation & Transcribing (Spanish/English)
- Auto Loan Processing & Documentation Verification
- Regulatory Compliance & Loan Stipulation Management
- Loan Disbursement Accuracy
- Team Leadership & Training
- Productivity Optimization & Accuracy Leadership
- Cross-Departmental Collaboration (Sales, Accounting, Support)
- Client Relations & Follow-up Management
- Process Streamlining & Operational Efficiency
- Risk Management
- Move-in Audits & Lease Documentation Verification
- Delinquency Reporting & Variance Management
- Lease Renewal & Transfer Assistance
- Customer Support & Problem Resolution
Timeline
Loan Funding Specialist
Woodside Credit
12.2024 - Current
Senior Loan Processor
Woodside Credit
09.2021 - 11.2024
Community Relations Representative
Irvine Company Apartment Communities
07.2019 - 09.2021
Master of Science - GIS & Data Analytics
University of Massachusetts Global
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