Le John Email & Phone Number

San Jose, Ca, Us

San Jose, Ca, Us

San Jose, California, United States

• Verified borrower information, documentation, including income, employment, and credit report. • Reviewed and processed loan applications via online/phone requests including personal, auto, and home equity loans. • Reviewed loan applications for completeness and compliance with credit union policies and regulatory requirements.• Communicated with lending specialists, underwriters, and borrowers to resolve any discrepancies or issues.• Prepared and distributed loan documents for loan funding, ensuring all necessary signatures and information are obtained. • Maintain detailed records of loan processing activities and update the loan processing systems accordingly. • Processed approved loan applications for the Financial Centers and prepared applications for funding after the final document packets have been signed.

San Jose, California, United States

• Responded to member inquiries via phone and email, providing comprehensive support for various products and services.• Handled high call volumes, averaging 40+ calls per day, while maintaining high level of member satisfaction.• Identified opportunities to cross-sell additional products and services based on member needs.• Conducted follow-up calls to ensure member issues were resolved and to gather feedback on service quality.• Collaborated with team members to achieve performance targets and enhance overall service quality. • Assisted members with navigating online banking platforms.

Santa Clara County, California, United States

• Maintain a detailed log of notarial acts and adhered to state and federal regulations.• Verify the identity of signers, ensuring all documents were correctly signed, dated, and notarized.• Explain complex loan documents to clients, ensuring their understanding and addressing any questions.• Coordinate with signing services, title companies, lenders, and escrow officers to ensure smooth and timely closings. • Conducting loan signings for various types of real estate transactions, refinances, purchases, equity loans, HELOCs, & reverse mortgages.

San Jose, California, United States

• Prepared & served drinks to customers in a busy bar setting, maintaining high service standards.• Expertly mixed and served a variety of cocktails, beers, and wines to guests/cocktail servers. • Build rapport with regular customers, fostering a welcoming and friendly environment. • Monitored customer behavior and managed difficult situations, ensuring a safe environment.

• Cleared and reset tables quick to accommodate high turnover during peak hours.• Delivered food and beverages to guests ensuring order accuracy and presentation.• Maintained cleanliness of dining areas, including floor, tables, and service stations.

Santa Clara, California

• Provided tailored financial solutions, managed accounts, and offered investment advice to help clients achieve their financial goals, ensuring exceptional service and satisfaction.

San Jose, California, United States

• Delivered exceptional service by assisting clients with their financial needs, promoting banking products, and resolving inquiries.• Builded strong customer relationships and ensure satisfaction through personalized support and expert guidance.