Customer Service Sales
Resume:
Lusie Diaz
Ingleside, IL 60041
*****.****@*****.***
PROFILE
Experienced and dedicated professional with a demonstrated history in the financial services industry. Skilled in Banking, Personal and Mortgage Lending. Recognized for providing excellent customer service and strong organization skills EDUCATION
Grand Canyon University Phoenix, AZ 2012
Bachelor of Science in Marketing
PROFESSIONAL EXPERIENCE
Diamond Residential Mortgage -Gurnee, IL JULY2015- AUGUST 2018 Post Closer
Perform post-closing audit and compliance review of funded loans to meet Federal/State regulations.
Assist investors to satisfy outstanding conditions prior to loan sell/transfer.
Coordinate and communicate with underwriters, processors and third party vendors throughout review process to gather missing documentation.
Knowledge with FHA, VA Conventional, 203K and Bond loans. First Midwest Bank -Waukegan, IL JULY 2012- JULY2015 Residential Lender/ Personal Banker
Discussed and analyzed needs and requirements with customers for financial products and services.
Handled daily customer concerns, assisting in resolutions satisfying to both client and management.
Communicated concerning loan accounts to clients and provided solution.
Met with potential customers to assess their needs, collect data, verify documents and ensure the completion of application.
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BBVA Compass -North Glenn, CO JANUARY 2011- JULY 2012 Financial Sales Advisor
Developed strategies to sell various products and services while being ranked in the top ten in revenue produced within the region.
Managed client relationships and profiled households for additional financial products and services
Reviewed client accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Counsel high net-worth individuals and corporate clients with regard to investment opportunities, monetary returns and borrowing needs. Grand Canyon University -Phoenix, AZ MARCH 2010- JANUARY 2011 Enrollment Counselor
Provided advice and guidance to applicants in selecting best educational programs.
Reviewed programs, including touring through the facility with prospective students.
Established and cultivated relationships with high school teachers and guidance counselors.
Worked closely with family and school officials to ensure students success in their post- secondary education.
Western Single Ply -Phoenix, AZ AUGUST 2007- JANUARY 2010 Sales and Marketing Director
Rejuvenated sales by developing and implementing strategic marketing plans and sales plans.
Established and maintained relationships with industry and key strategic partners.
Maintained professional and technical knowledge by attending and conducting educational workshops and networking events.
SKILLS
Proficient in Microsoft Office and Share Point
Experienced in mortgage lending tools: AUS, LP, PCL Lender,FHA Connection, Optimal Blue and USDA RD
Spanish speaker
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