Open to opportunities

Diana Gomez

@dianagomez

Message

Seasoned financial services professional with expertise in loan processing.

United States

Message

What I'm looking for

I am looking for a role that values operational efficiency and client satisfaction, with opportunities for growth.

I am a seasoned professional in the financial services sector, specializing in loan processing and trust account management. With a proven track record of ensuring transaction accuracy and enhancing client satisfaction, I have successfully managed complex trust accounts and loan processing activities across various institutions. My experience includes working with advanced ERP systems and conducting thorough reconciliations, which have significantly improved operational efficiency.

Throughout my career, I have consistently exceeded expectations, achieving a high accuracy rate in loan applications and contributing to increased customer satisfaction. My ability to collaborate effectively with teams and provide exemplary customer support has been pivotal in managing substantial loan volumes and maintaining strong client relationships. I am now seeking to leverage my expertise in a Financial Services Operations role, where I can continue to drive success and foster client trust.

Experience

Work history, roles, and key accomplishments

Current

Trust Specialist

Current

First Citizens Bank

Dec 2022 - Present (2 years 6 months)

Provide comprehensive support for complex trust accounts, ensuring accurate processing of transactions and efficient monitoring of cash flow. Conduct reconciliations and disbursements, implementing process improvements and facilitating daily trading activities.

Trust Account Management Reconciliations Financial Reporting Compliance Metavante Hogan ERP Process Improvement

Loan Processor

Alterra Home Loans

Sep 2021 - Nov 2022 (1 year 2 months)

Managed a monthly loan volume of $2M with a 95% accuracy rate in processing loan applications. Contributed to a 10% increase in customer satisfaction by providing timely support and managing a pipeline of loan eligibility reviews.

Loan Processing Customer Satisfaction Team Collaboration Credit Review Pipeline Management Financial Analysis Problem Solving Compliance

Loan Processor

Credible

Oct 2019 - Mar 2021 (1 year 5 months)

Ranked as a leading loan processor, closing approximately $20M monthly. Maintained accuracy and compliance while processing an average of 100 loans daily, resulting in minimal negative feedback.

Loan Processing Compliance Customer Service Background Checks Problem Solving Risk Assessment

Loan Processor

Caliber Home Loans

Jul 2015 - Jul 2018 (3 years)

Managed file completion for seamless loan closings, ensuring meticulous attention to detail in verifying documents and providing customer support for 30-40 loans simultaneously.

Customer Support Attention To Detail Pipeline Management Compliance Communication

Loan Officer Administrative Assistant

Guaranteed Rate

May 2013 - May 2015 (2 years)

Conducted applicant interviews and verified documentation, enhancing customer satisfaction through innovative solutions and managing file transitions to prevent delays in the loan process.