Dayanara Medina
Chicago
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
9
9
years of professional experience
Work History
Account Manager III
Paylocity
04.2023 - Current
- Managed client accounts, ensuring satisfaction and addressing inquiries promptly.
- Developed customized solutions to meet client needs and enhance service delivery.
- Collaborated with sales team to identify growth opportunities within existing accounts.
- Analyzed account performance metrics, providing actionable insights for improvement.
- Coordinated onboarding processes for new clients, facilitating smooth transitions.
- Implemented process improvements that streamlined operations and enhanced efficiency in account handling.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Loan Partner / Lead Processor
Nations Lending Corporation
09.2022 - 04.2023
- Managed loan application processes, ensuring compliance with regulatory standards and company policies.
- Collaborated with loan officers to streamline communication and improve client onboarding experiences.
- Reviewed financial documents for accuracy, enhancing overall efficiency of loan approval workflows.
- Assisted clients in understanding loan products, providing tailored solutions based on individual needs.
- Coordinated with underwriters to expedite decision-making on loan applications, reducing processing time.
- Demonstrated adaptability when handling various types of loans, including conventional mortgages, FHA loans, VA loans, and commercial financing options.
- Collaborated with loan officers to ensure accurate and timely completion of loan applications, increasing overall productivity.
- Managed a diverse pipeline of loans, prioritizing tasks effectively to meet deadlines and maintain quality standards.
Loan Processor/Closing Coordinator/Operations Assistant
Guaranteed Rate, BBMC, Cross Country Mortgage, Back to Guaranteed Rate
08.2016 - 09.2022
- Processed loan applications efficiently, ensuring compliance with regulatory standards.
- Reviewed and verified financial documents to confirm borrower eligibility for mortgage products.
- Coordinated with underwriting teams to expedite loan approvals and resolve issues promptly.
- Enhanced workflow efficiency by implementing new document management systems and procedures.
- Collaborated with real estate agents and clients to facilitate smooth transaction experiences.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Set up and completed loan submission packages.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
Education
No Degree -
Northern Illinois
DeKalb, ILNo Degree -
Valencia College
Orlando, IL No Degree - Accounting
Illinois State University
Normal, IL05-2023
High School Diploma -
Dundee-Crown High School
Carpentersville, IL05-1999
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
Timeline
Account Manager III
Paylocity
04.2023 - Current
Loan Partner / Lead Processor
Nations Lending Corporation
09.2022 - 04.2023
Loan Processor/Closing Coordinator/Operations Assistant
Guaranteed Rate, BBMC, Cross Country Mortgage, Back to Guaranteed Rate
08.2016 - 09.2022
No Degree -
Northern Illinois
No Degree -
Valencia College
No Degree - Accounting
Illinois State University
High School Diploma -
Dundee-Crown High School