TERESA
FLORES
teresa.m.flores**@gmail
.com
Corpus Christi, TX 78418
Hardworking and passionate job seeker with strong
organizational skills eager to secure a position with a reputable company. Ready to help team achieve company goals and motivated to learn, grow and excel within the company.
PROFESSIONAL SUMMARY
Guild Mortgage Company - Transaction Coordinator
Corpus Christi, Texas • 02/2020 - 09/2022
WORK HISTORY
• Complied with established internal controls and policies. Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates on a daily basis.
•
Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
•
Assisted loan officers on all files brought in, emails, documents needed and various tasks assigned by upper management to keep all files and office running
smoothly.
•
• Set up new client files and kept a database of each one. Coordinated with clients on documents needed and
received them through a database portal and were then uploaded and filed accordingly.
•
Prepped each file for underwriting submission and
addressed any outstanding conditions needed to close files.
•
Processed credit card authorization payments, provided invoices and receipts to clients and kept records of all processed authorizations.
•
Handled all printing machinery, updates, trouble
shooting and reports.
•
• Helped coordinate events and helped with
SKILLS
• Transaction Verification
• Error Resolution
Business Relationship
Management
•
• Customer Transactions
• Financial Services
• Office Organization
• Compliance Assessments
• Customer Satisfaction
• Reading Comprehension
• Proactive and Focused
• Sales Support
• Transaction Coordination
• Loan Applications
• Active Listening
• Policy Application
• Business Operations
• Technology Features
• Client Correspondence
• Currency Exchange
Adaptable to Changing
Conditions
•
Advanced Excel
Spreadsheet Functions
•
• Clerical Support
• Operational Reporting
• Prioritizing and Planning
• Critical Thinking
• Email Etiquette
• Data Verification
• Financial Spreadsheets
• Administrative Support
• Database Data Entry
• Project Audits
• Cash Register Operations
Contract Development and
Management
•
• Correcting Errors
• Print Media
• Team Meetings
• Prioritizing Tasks
• Complex Problem-Solving
• Virtualization Technologies
• Industry Trends
Standard Operating
Procedure Development
•
• Special Requests
• Database Updates
• Account Inquiries
• Facility Security
• Office Cleaning
Customer Accounts
Management
•
• Information Ordering
• Documentation Accuracy
• Email Communication
• Training Classes
Closing Process
Coordination
•
• Accuracy Verification
• Project Milestones
• Daily Reports
• Loan Processing
• Team Communication
• Monthly Closings
• System Information
Standard Operating
Procedures Proficient
•
• Annual Evaluations
• Securities Safekeeping
Flour Bluff High School - Receptionist
Corpus Christi, Texas • 08/2018 - 01/2020
correspondence and set up.
Established and checked coding procedures, monitored reports and updated internal files.
•
Reviewed more than twenty financial statements per week.
•
Trained and proficient in several operating systems, government websites and websites tailored to the
industry needed to complete and submit each file.
•
Handled several highly sensitive client documents such as pay statements, social security numbers, W2's, VOE's, tax returns, credit reports and bank statements. All
information was then inputted into the system and
calculated.
•
Assisted with day to day office tasks such as, meter reporting, office supply orders, troubleshooting, stocking supplies, handing and filing all incoming mail and assisting loan officers in anything tailored to their needs.
•
Participated in several monthly/yearly occupational trainings and security trainings.
•
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities
•
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
•
Kept reception area clean and neat to give visitors positive first impression.
•
Confirmed appointments, communicated with clients and updated client records.
•
Answered central telephone system and directed calls accordingly.
•
• Resolved customer problems and complaints.
• Responded to inquiries from callers seeking information. Managed multiple tasks and met time-sensitive
deadlines.
•
Provided clerical support to company employees by
copying, faxing and filing documents.
•
Corresponded with clients through email, telephone or postal mail.
•
Answered phone promptly and directed incoming calls to correct offices.
•
• Credit Approval and Denial
• Providing Feedback
• Spreadsheet Tracking
Purchase Order
Management
•
Flour Bluff High School
Corpus Christi • 05/1998
High School Diploma
EDUCATION Oxy Chem - Warehouse Manager
Ingleside, TX • 01/2016 - 02/2018
Answered large volume of incoming calls daily to resolve customer issues and schedule appointments.
•
Checked-in visitors, distributed visitor badges and managed logbooks to comply with security initiatives.
•
Monitored and screened visitors to verify accessibility to inter-office personnel.
•
Cleaned and maintained warehouse in compliance with OSHA safety standards.
•
Oversaw upkeep of equipment and physical condition of warehouse, identifying and ordering needed repairs, renovations and replacements.
•
Redesigned warehouse layout to accommodate new
equipment, maximize space utilization and optimize processes.
•
Completed timely and accurate daily logs to keep
internal reporting accurate and track materials
movements.
•
Extracted needed month-end reports and developed
other special reports as requested by supervision
•
Assisted in compiling and presenting several reports needed by supervision.
•
Built motivated warehouse team to consistently
accomplish operations goals and exceed performance targets.
•
Offered expertise in inventory management and current stock levels to internal teams and customers to facilitate accuracy and product availability.
•
Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
•
Evaluated supplies and product inventory to check for quality and quantity issues and returned unacceptable materials to vendors.
•
Kept corporate departments and customers updated on critical shipments.
•
Set and enforced proactive inspection and maintenance schedules to keep equipment in good operational
condition.
•
Met environmentally controlled warehouse operational needs through smooth staffing and resource allocation.
•
Defense Logistics Agency (Federal Job) - Electronic Document Systems Technician
Corpus Christi, Texas • 01/2009 - 07/2014
Maintained strong vendor connections by arranging
pricing and delivery structures and managing specific shipment or paperwork concerns.
•
Oversaw warehouse staff and maintained efficiency in fast-paced environment.
•
Handled day-to-day shipping and receiving overseeing more than 100 packages per day.
•
Conducted research to address shipping errors and
packaging mistakes.
•
Enforced safe job site and maintained compliance with company safety, OSHA and customer-specific safety
standards.
•
• Customer Support
• Process job orders for customers.
• Handled all billing.
• Provided quotes and estimates for job orders
Provided forms, guides and other documentation
required for purchasing through government systems.
•
Created and maintained customer accounts on
government systems.
•
File electronic funding documents and credit card
authorization forms
•
• Print and filed office administrative paperwork.
• Handled large volume orders.
Filed shipping invoices through shipping carriers like FedEx and UPS.
•
Spanish
Limited Working
LANGUAGES