Customer Service Financial Planning

KM

KATRINA MONTANO

*****************@*****.*** 480-***-**** Phoenix, AZ 85041

Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships. Financial planning expert

Customer service-focused

Collections proficiency

Excel

Detail oriented

Team player

Cenlar FSB Tempe, Arizona

Loan Officer

10/2020 - Current

Reviewed credit histories, income statements, and other financial information of loan applicants.

Conducted risk analysis to identify potential losses associated with certain loans.

Counseled clients on debt management and repayment plans. Processed payments received from borrowers in accordance with established policies and procedures.

Electrical district no 3 Maricopa, AZ

Accounting Assistant

11/2010 - 08/2020

Processed journal entries for accruals, amortization and other adjustments. Assisted with payroll processing by entering employee hours into the system.

Worked closely with auditors during year-end audits to provide necessary documentation.

Performed account analysis and reconciliations, including bank statements and inter-company general ledger accounts.

Bh drywall stucco and paint Gilbert,

Arizona

Customer Service Representative

09/2006 - 10/2009

Answered customer inquiries via phone, email, and chat. Maintained a high level of professionalism when dealing with difficult customers.

Maintained detailed records of customer interactions, transactions and comments for future reference.

Provided exceptional customer service to ensure customer satisfaction. Dr David primary care Chandler, Arizona

Medical Assistant

08/2004 - 08/2006

Registered new patients into practice management software program accurately entering demographic information.

Assisted with pre-operative preparation of patients including providing instruction about post-operative care plans.

Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.

Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.

Summary

Skills

Experience

Wendell I'd Highschool Wendell, ID

GED

08/2002

Education and Training

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