Diana Gomez
@dianagomez
Seasoned financial services professional with expertise in loan processing.
What I'm looking for
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
Trust Specialist
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.
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 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 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.
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.
Education
Degrees, certifications, and relevant coursework
Western Governors University
Master of Science, Management and Leadership
2020 -
CUNY City College
Bachelor, Sociology & Psychology
2012 -
Availability
Location
Authorized to work in
Job categories
Skills
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