Natalie Caceres
Ontario
Summary
Highly-motivated with desire to take on new challenges. History of operating in fast-paced office settings to handle all administrative functions. Strong contributor to the team, business success and adapts to new information quickly. Hardworking with multitasking and time management abilities. Strong worth ethic, adaptability, works effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
Work History
Branch Manager
Mariner Finance
Ontario
01.2024 - Current
- Manage daily operations and branch activities to ensure smooth workflow
- Supervise staff performance and provide training for professional development
- Develop and implement customer service strategies for enhanced client satisfaction
- Analyze branch performance metrics to identify areas for improvement
Assistant Branch Manager
Mariner Finance
Ontario
02.2023 - 12.2023
- Build client rapport through frequent individualized recommendations for financial products and services
- Demonstrate expertise and reasoned guidance regarding loan products and account options
- Review applications against established parameters to determine approval, rejection and requirements
- Arrange for debt repayment on delinquent accounts with attempt to collect outstanding amounts
Loan Servicing Coordinator
Direct Servicing Initiative
West Covina
03.2022 - 01.2023
- Managed projects with borrowers and review draw requests
- Processed Monthly Payments, Verification of Mortgage and Payoff Requests
- Intake original recorded documents
- Prioritized and organized tasks to efficiently accomplish daily goals
- Created assignments and extension agreements
Escrow Assistant / Junior Escrow Officer
Cloud Escrow
Diamond Bar
08.2021 - 03.2022
- Ordered demands, HOA statements, evidence of insurance and other required documents
- Facilitated clear and effective communication between brokers, borrowers and lenders
- Worked with customers, realty professionals and lender representatives to complete smooth and efficient process
- Ordered title reports for issuing title insurance, identified and satisfied existing liens against property or principals
- Collaborated with internal banking and accounting teams to maintain escrow accounts and records and approved funds disbursements
Loan Servicing Specialist
Pacific Loanworks
Covina
02.2021 - 08.2021
- Verified newly-loaded consumer, mortgage and commercial loan documents
- Deposited and posted monthly payments
- Distributed Investor Payments and sent weekly notifications
- Monitored loans to verify adequate and current insurance coverage
- Processed Verification of Mortgage and Payoff Requests
- Provided excellent service and attention to customers when face-to-face or through phone conversations
Loan Servicing Correspondence Specialist
FCI Lender Services
Anaheim
01.2017 - 01.2021
- Responded to multiple telephone calls and emails each day, answering questions and collecting information about specific concerns
- Accepted and processed customer payments and applied towards account balances
- Maintained confidentiality when addressing sensitive information
- Worked with third-party companies to provide requested information
- Assisted investors with distribution questions and account related questions
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor
Collections Representative
ARS National Services Inc.
Ontario
01.2016 - 01.2017
- Reasoned with customers and attempted to negotiate full balance payments
- Entered customers' financial status information into system
- Met demands of busy collections group by performing high volume of daily calls
- Remained calm, stayed professional and provided exceptional service on all calls, even when interacting with difficult individuals
Branch Manager
Cashback Loans
Rancho Cucamonga
03.2013 - 01.2016
- Oversaw branch team with customer service representatives and implemented training for all new employees
- Assessed employee performance and issued disciplinary notices
- Educated customers on variety of loan products and available credit options to promote valuable decision-making
- Led daily branch operations and ensured compliance with financial regulations
Education
High School Diploma -
Colony High School
Ontario, CA05.2011
Skills
- Friendly, positive attitude
- Reliable & trustworthy
- Attention to detail
- Team player
- Conflict resolution
- Data entry
- Account reviewing
- Time management
- Active listener
- Credit History Review
Timeline
Branch Manager
Mariner Finance
01.2024 - Current
Assistant Branch Manager
Mariner Finance
02.2023 - 12.2023
Loan Servicing Coordinator
Direct Servicing Initiative
03.2022 - 01.2023
Escrow Assistant / Junior Escrow Officer
Cloud Escrow
08.2021 - 03.2022
Loan Servicing Specialist
Pacific Loanworks
02.2021 - 08.2021
Loan Servicing Correspondence Specialist
FCI Lender Services
01.2017 - 01.2021
Collections Representative
ARS National Services Inc.
01.2016 - 01.2017
Branch Manager
Cashback Loans
03.2013 - 01.2016
High School Diploma -
Colony High School