Customer Service & Loan Operations Professional

LISA GARCIA

***- ***-**** *************@*****.*** Saint Charles, MO 63304

PROFESSIONAL SUMMARY

Experienced in managing accounts and loan processes, skilled in risk management and business growth. Proven ability to resolve customer issues and maintain positive client relationships, strong work ethic and methodical approach to ensure accurate and timely completion of tasks, fostering client trust and satisfaction. Over 25 years of customer service. SKILLS

Managing and Supervising people Risk management Active listening Friendly, positive attitude Conflict resolution Influencing business growth Loss prevention Recruiting and hiring Cash Handling EXPERIENCE

SR. LOAN CONSULTANT, St Charles, MO

Lendmark Financial Services, April 2024-April 2025 Oversaw process of closing loans from initial application through final approval stages, following all Federal and State Laws.

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• Collected delinquent accounts.

• Conducted outside Business Development to acquire new business. ACCOUNT MANAGER, Lake St Louis, MO

Professional Irrigation / Pro Outdoor, September 2022-October 2024

• Resolved complex customer issues in a timely manner while maintaining positive relationships with clients.

• Managed a portfolio of accounts by providing timely support and guidance.

• Maintained knowledge of company products and made recommendations based on client needs and prices.

• Scheduled Maintenance Appointments

• Collected delinquent account's.

CSR, ESTIMATES AND SCHEDULING, St Charles, MO

Mr. Handyman Of St. Charles County, March 2022-September 2022

• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

• Determined project scope, boundaries, time frame and possible complications to produce accurate estimates.

• Consistently followed up with customers to determine satisfaction levels. CUSTOMER SERVICE REPRESENTATIVE, Edwardsville, ILL Unity Family Properties LLC, October 2020-March 2022

• Handled customer complaints and inquiries in a courteous and efficient manner.

• Demonstrated excellent communication skills, in order to effectively interact with customers.

• Verified rental application information.

• Showed apartments and homes.

• Paid Bills.

CONSUMER LOAN UNDERWRITER, San Antonio, TX

Brundage Management Company Inc, August 2008-Present

• I was part of the team that created this department

• I reviewed all consumer credit applications applying for $1750 up to $4500 for 5 states

• Reviewed Equifax and Transunion credit reports

• Trained new staff on how to read credit reports. AUDITOR, San Antonio, TX

Brundage Management Company Inc, November 2005-Present I audited the States of Missouri and Illinois to insure the branches were following state and federal laws as well as Company Policy

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• Reviewed all cash control, bank deposits, daily reports

• Reviewed all loan activity for accuracy and theft. TERRITORY SUPERVISOR, San Antonio, TX

Brundage Management Company Inc, May 2004-Present

• Supervised 7 branches in Central Illinois

• Performed Human Resources functions

• Recruited new hires

• Trained new manager

Routine visits to each branch to perform audit functions and supervision visits which entailed analyzing reports, cash control and collection work as well as lending practices.

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BRANCH MANAGER, San Antonio, TX

Brundage Management Co. D.B.A. Sun Loan Company, January 1995-Present

• Provided excellent customer service

• Supervised and trained assistant managers

• Reviewed credit apps for approval or denial

• Performed collection calls

• Computer experience in FSS loan program and Loan Pro program as well as basic computer skills. I started out in the Collinsville, ILI, branch then relocated to the Mattoon, ILL branch, Kankakee branch and then the Pekin, ILL, branch.

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EDUCATION

HIGH SCHOOL DIPLOMA, St Jacob, ILL

Triad Highschool

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