Nicole Garcia
Team Lead
Corpus Christi, TX
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Profile:
Summary
To increase my customer service abilities, thus productively contributing myself as a competitive asset to an established company
Experience
2020
May
-
Present
Team lead
Highlight Technologies / Remote
• Full time remote contract work for the SBA
• Processed loan applications on web-based computer
• Data entry to establish customers and maintain accounts
• Gather and review required documents from client
• Process cash flow analysis to determine financial liability and ability to repay
• Responsible for retention of customers sensitive and personal information
• Review loan files to ensure the completeness of the file
• Email and or call clients for required documents to complete loan application process
• Completed all quotas on time
• Hold weekly team meeting
• Established effective workflow processes and monitored daily productivity
2014
Sep
-
2018
Jul
Loan Assistant
Texas Champion Bank / Corpus Christi, TX
• Prepare and review all account documents
• Responsible for retention of customers sensitive and personal information
• Review loan files to ensure the completeness of the file, and that all collateral has been properly
secured
• Verify the real estate taxes on residential loans
• Update collateral values, as needed, on commercial and other loans and leases
• Balance and maintain commercial real estate files
• Cover phone calls and customer meetings as necessary and keep manager informed of all
activities within department
• Set appointments for Loan Officer
• Build and maintain positive relations with all customers, potential customers and co-workers
Education
2003
-
2005
Del Mar College