Nicole Garcia

Team Lead

Corpus Christi, TX

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To increase my customer service abilities, thus productively contributing myself as a competitive asset to an established company

2020 May - Present

• 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

• 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

2003 - 2005