Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lo Rivas

Arvada

Summary

Loan operations professional with solid background in managing comprehensive loan processes and ensuring compliance with regulatory standards. Demonstrates strong focus on teamwork and results, consistently adapting to evolving requirements. Possesses key skills in loan documentation, risk assessment, and customer service. Known for reliability and effective communication within cross-functional teams.

Overview

9
9
years of professional experience

Work History

Loan Operations Specialist II

Canvas Credit Union
03.2023 - Current
  • Reconciled discrepancies in financial data between internal systems and external sources as needed to maintain data integrity throughout the entire operation process.
  • Enhanced operational efficiency by contributing to the development and implementation of procedural improvements within the loan operations department.
  • Reduced errors in loan documentation through meticulous attention to detail and thorough review processes.
  • Conducted thorough public record searches to verify property ownership history and identify potential liens or encumbrances.
  • Simplified processes for lien releases, helping members navigate complicated situations more easily.
  • Expedited out-of-state vehicle transfers by diligently reviewing supporting documents and coordinating with other states'' agencies.

Loan Processor

Partner Colorado Credit Union
11.2021 - 01.2023
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Processed loan applications and monitored progress from start to finish.
  • Monitored pipelines to track and log status of loans.
  • Developed and maintained relationships with customers and loan officers to establish smooth loan process.

Financial Solutions Representative

Elevations Credit Union
07.2020 - 11.2021
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.
  • Monitored performance of existing loan portfolios to identify and address any issues.

Contact Center Supervisor

Premier Members Credit Union
11.2016 - 07.2020
  • Managed daily activities that impacted targeted service levels and tracked adherence to schedules and average handle times.
  • Evaluated data to identify trends and determine customer service needs.
  • Developed quality employees within call center to take over leadership positions.
  • Improved average hold times, resolution rates and satisfaction scores through staff development.
  • Resolved escalated customer issues promptly and professionally to maintain satisfaction.
  • Led daily team meetings to review performance, set targets and motivate staff.

Education

High School Diploma -

Pomona High School
Arvada, CO

Associate of Science - Financial Services

Red Rocks Community College
Denver, CO

Skills

  • Application Preparation
  • Accurate data entry
  • Analytical and Critical Thinking
  • Processing Procedures
  • Financial Service Solutions
  • Loan Origination and Underwriting
  • Title processing
  • Strong attention to detail

Timeline

Loan Operations Specialist II

Canvas Credit Union
03.2023 - Current

Loan Processor

Partner Colorado Credit Union
11.2021 - 01.2023

Financial Solutions Representative

Elevations Credit Union
07.2020 - 11.2021

Contact Center Supervisor

Premier Members Credit Union
11.2016 - 07.2020

High School Diploma -

Pomona High School

Associate of Science - Financial Services

Red Rocks Community College

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Lo Rivas