Lois Bree- Myers
Azusa
Summary
Business professional with 13 years working experience. Seeking employment where my skills will be further developed and utilized. I endeavor to bring consistent enthusiasm, dedication, responsibility, and outstanding work ethic combined with a desire to show my strengths I have obtained in previous work experience. Problem solver and knowledgeable resource to leadership, colleagues and customers. Quickly adapts to new challenges and skilled in customer service and customer support.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Service Representative
First Entertainment Credit Union
07.2022 - Current
- Worked with members to develop financial planning strategies and solutions through evaluation of finances.
- Presented financial plans to clients based on analysis of financial status and goals.
- Answered inquiries and provided information to sales representatives and distributed appropriate paperwork to deliver excellent member support.
- Assist with stretch loan applications.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Answered an average of 40 calls per day.
Senior Loan Processor
Prominent Escrow Services
12.2021 - 07.2022
- Close files, disburse checks, and prepare closing packages.
- Set up and completed loan submission packages.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Checked packages for appropriate documentation.
- Produced and submitted completed loan packages to title and escrow professionals.
Commercial Escrow Assistant
Fidelity National Title Co
04.2021 - 12.2021
- Studied and clarified buyer, seller and lender instructions to determine escrow requirements.
- Opened incoming orders and set up escrow files within same day of receiving purchase agreement.
- Maintained open communication with lenders, brokers and borrowers.
- Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Scheduled signings and gathered required paperwork.
Enrollment Coordinator/ A/R Specialist
Inspire Charter Services/ Blue Ridge Academy
09.2018 - 06.2020
- Responsible for supporting prospective students through their initial inquiry, application, and admission phase.
- Followed guidelines when reviewing applicant data to determine eligibility for enrollment.
- Helped students complete applications and navigate admissions processes.
- Create customer invoices based on accounting procedures.
- Investigate and resolve any discrepancies in invoices or payments.
- Maintain accounts receivable records and files, and update bookkeeping databases and spreadsheets.
- Cross trained in HR Department
Legal Specialist IV/Call Center Supervisor
CIT Bank N.A/ OneWest Bank
02.2016 - 09.2018
- Manage and review all corporate and legal documents to ensure compliance with company standards and policies.
- Maintain utmost discretion when dealing with sensitive topics.
- Type documents such as correspondence, drafts, emails, and prepare reports weekly for management.
- Effectively handle customers complaints with an ability to identify root cause of the issue and preventing further escalation.
- Monitored call quality and provided individual constructive feedback to enhance performance and address areas in need of improvement.
- Oversaw employee performance to foster accurate prioritization and achievement of sales and productivity goals.
- Report directly to Vice President.
Relationship Banker/Customer Service Manager
Wells Fargo Bank
07.2013 - 02.2016
- Delivered high level of service to clients to maintain and extend relationships for future business opportunities.
- Processed 15 customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
- Ensure compliance with banking policies and procedures.
- Submit loan and line applications, mortgage and investment referrals, open new demand accounts, and wire transfers.
- Volunteer at Junior Achievement Finance Park and teach financial literacy.
- Override and approve large transactions and accept cash shipments.
- Interviewed, trained, and shadowed new employees to ensure guidelines, goals, and policies were met.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
Education
Associate of Arts - Secretarial Studies And Office Administration
East Los Angeles Skills Center
Los Angeles, CA06.2010
High School Diploma -
Pasadena High School
Pasadena, CA2008
Skills
- Excellent phone demeanor
- Effective communication skills
- Program knowledge
- Good interpersonal skills
- Self- motivated
- Detailed and well organized
- Relationship building and management
- Loan application expertise
- 53 WPM typing speed
- Legal support
- Document preparation
- Proficient in MS Office
Certification
Notary Public
Timeline
Financial Service Representative
First Entertainment Credit Union
07.2022 - Current
Senior Loan Processor
Prominent Escrow Services
12.2021 - 07.2022
Commercial Escrow Assistant
Fidelity National Title Co
04.2021 - 12.2021
Enrollment Coordinator/ A/R Specialist
Inspire Charter Services/ Blue Ridge Academy
09.2018 - 06.2020
Legal Specialist IV/Call Center Supervisor
CIT Bank N.A/ OneWest Bank
02.2016 - 09.2018
Relationship Banker/Customer Service Manager
Wells Fargo Bank
07.2013 - 02.2016
Associate of Arts - Secretarial Studies And Office Administration
East Los Angeles Skills Center
High School Diploma -
Pasadena High School
Notary Public
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