Customer Service Client Services
Resume:
CLAUDIA Y. JIMENEZ
Riverside, Ca *2504
*******@*****.*** 562-***-****
Summary
Client Services Manager and Loan Processing Representative, who interacts with clients and Dealers to market loan services, make credit decisions, review documentation, track and resolve problems relating to payroll and tax problems and provide great customer service and client financial security. To ensure profitable sales arise from the marketing strategies of cross selling additional products and services that will benefit the client. Professional Experience
2024-Present
Mariner Finance - Ontario
*Assist with all collection calls
*Handle cash drawer
*Solicit new business by calling existing customers to offer new loans
*complete loan closing from start to finish
*Answer incoming calls
2010-2024
Lobel Financial Corp. - Anaheim
Dealer Services Asst.Manager
● Work with 21 branches to resolve dealer owed monies
● Move units timely to auction from repo co. To avoid storage fees
● Work with the Audit dept. to ensure all funds being released are quality control cleared
● Manage a staff of 8 to ensure all paid off accounts are being closed properly and title of vehicle released in timely manner.
● Work with CEO to ensure all funding for the day of 21 branches is disbursed timely
● Ensure that staff and management on floor provides great customer service during phone calls placed outbound and all inbound calls
2009-2010
Rancho Federal Credit Union - Downey
Accounting/ Operations
● Accounts payable / Accounts receivable
● Reconciling bank accounts and GL’s at the end of the month
● Balance cashier checks issued on a daily basis
● Handle cash drawer and process member deposits, withdrawls, and payments
● Open new accounts for qualifying members
● Overseeing other branches balance and maintain daily limit of cash in vault 2008-2009
Automatic Data Processing – Buena Park, Ca
Client Service Representative
● Interacted with clients via telephone on a daily basis and resolved clients concerns relating to payroll and tax matters, system issues, and support of client transmission issues.
● Trained clients by periodically explaining the benefits of additional reports and products that the client does not currently use but may find useful.
● Retained clients by calling them and marketing additional products and services that resulted in 30% success rate.
● Maintained most current knowledge of ADP major market services payroll system and software and software changes, major changes and trends in the computer industry, and changes in wage and tax law.
2007-2008
Long Beach Acceptance Corp. – Orange, Ca
Credit Analyst
● Reviewed information from credit applications on new customers
● Analyzed financial statements by using ratio analysis on customers
● Reviewed credit reports from several sources to determine creditworthiness
● Identified any potential credit or financial risk to management
● Requested additional information if necessary, reviewed payment history
● Customer relations (needed to build new relationships as well as maintain the existing ones with our clients)
Claudia Y. Jimenez Page 2
2005-2007
Senior Funder
● Reviewed documents in new loan files that came in for funding
● Verified information on clients to assure information was accurate on the loan application
● Calculated average income for clients when asked to submit proof of income
● Did customer interviews via the telephone
● Customer relations
2000-2005
WFS Financial Inc. – La Palma, Ca
Loan Processor
● Customer relations
● Reviewed loan documentation for deals that came in for funding
● Needed to fund deals in a timely manner to pay funds out to the dealerships
● Verified information on clients to assure information was accurate on the loan application
● Did customer interviews
1997-2000
Fireside Thrift Co. – Alhambra, Ca
Funder
● Run credit on all new application received to assure that clients credit remains the same as when loan was originally approved
● Pay dealer funds in a timely manner on loans that were in for funding
● Did small collection on new loans that would default on the 1st payment
● Handled cash drawer to take payments for walk in clients
● Client relations
● Overseen thrift department and handled thrift accounts 1997-1994
Bank of America Corp. – Los Angeles, Ca
New Account Rep / Teller
● Opening of new accounts for walk in clients needing assistance in additional deposit products
● Running a cash drawer and overseeing that cash amount would not go over
$10,000.00
● Make telemarketing calls to offer our existing clients additional deposit products that would benefit them
● Provided exceptional customer service to maintain and get leads on new client relations
Claudia Y. Jimenez Page 3
Education
Currently attending college to accomplish a Bachelors of Science degree in Business Management –
University of Phoenix- La Mirada, Ca
Skills
● Disciplined and well organized in work habits with the ability to make decisions under pressure situations
● Bilingual – English and Spanish
● Ability to identify problems and implement effective solutions
● Ability to exercise good judgment and contribute to efficient operations
● Can work effectively with Microsoft Word, Power Point, Excel, 10 Key
● Effective communication skills (written and verbal) CLAUDIA Y. JIMENEZ
227 Laurel Ave -Apt G
Brea, Ca 92821
*******@*****.*** 562-***-****
References
Deborah Frederick
Client Service Manager
Automatic Data Processing
Buena Park, CA
714-***-**** (Office)
*****************@***.***
Relationship: Previous Manager
Adriana Ortega
Real Estate Agent
562-***-**** (Cell)
Relationship: Previous Co-worker
Claudia Vasquez
Client Service Representative
Automatic Data Processing
Buena Park, CA
562-***-**** (Cell)
***************@***.***
Relationship: Previous Co-worker
Artemisa Ledesma
Loan Processor
Wells Fargo
Cypress, CA
323-***-**** (Cell)
********.*******@********.***
Relationship: Previous Co-worker
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