Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Stephanie Francia Yanez

Longmont

Summary

Experienced with assessing loan applications and ensuring compliance with financial regulations. Utilizes strong negotiation and interpersonal skills to build client relationships and secure approvals. Knowledge of financial products and market trends to provide tailored solutions.

Overview

11
11
years of professional experience

Work History

Loan Originator

Firstbank Of Colorado
06.2025 - Current
  • Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
  • Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
  • Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
  • Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
  • Streamlined the loan origination process for improved efficiency and faster closing times.

Lead Personal Banker

Firstbank Of Colorado
02.2018 - 06.2025
  • Collaborated with other departments to resolve complex customer issues effectively and efficiently.
  • Supported branch manager in daily operations by stepping in during absences or heavy workloads.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.

Crew Member

McDonald's
08.2014 - 05.2017
  • Worked front counter, drive-thru and other areas.
  • Took orders, prepared meals, and collected payments.
  • Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
  • Worked well with teammates and accepted coaching from management team.

Education

High School Diploma -

Skyline High School
Longmont, CO
05-2018

Associate of Science - Business

Front Range Community College
Westminster, CO
05-2024

Skills

  • Underwriting guidelines
  • Loan structuring
  • Goal oriented
  • Document review
  • Loan processing
  • Consumer lending
  • Cash handling
  • Customer service-focused
  • Risk management assessments
  • Bilingual in Spanish

Languages

Spanish
Full Professional

Timeline

Loan Originator

Firstbank Of Colorado
06.2025 - Current

Lead Personal Banker

Firstbank Of Colorado
02.2018 - 06.2025

Crew Member

McDonald's
08.2014 - 05.2017

High School Diploma -

Skyline High School

Associate of Science - Business

Front Range Community College

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Stephanie Francia Yanez