Julia Sanchez Email and Phone Number

Manages customers in their career exploration.Collaborate to establish short and long-term employment and career goals.Advocates for the customer and provides other resources and contacts, when Workforce Solutions cannot meet the customers needs.Leverage external and system resources to achieve the most effective outcomes.Provide ongoing communication to ensure customers needs are met and maintain contact with the individual to coach and support, recognize benchmarks, and achieve goals.Helps customers access other services and resources they may want or need, including Workforce Solutions financial aid.Provide professional employment-related counseling and advice about local labor market information, career exploration tools, resources, and job search.Facilitate career events, presentations, and workshops associated with resume writing, interviewing skills, networking, and industry research

• Facilitated intake procedures such as completion of healthcare and insurance forms and collecting payments for services. • Used Epic to schedule appointments.• Maintained confidential patient, employee, and company information in compliance with company policies and regulatory requirements.• Gathered information, assessed, and fulfilled callers' needs, and educated on important policies and procedures.• Reviewed and corrected claim errors to facilitate smooth processing.• Maintained energy and enthusiasm in a fast-paced environment.

• Monitored pipelines to track and log status of loans.• Established plans and payoffs for customers' loans, prioritizing control of overall costs.• Ensured all contract and applicant information is accurately verified and entered in Originate within company’s 3-day policy. • Compiled closing packages for drafting and presentation accuracy. • Adhered to all local, state, and federal laws/regulatory requirements as related to functional areas.• Maintained confidentiality of information as well as controls and protects sensitive information and material.• Proactively identified solutions for customers experiencing credit issues.

• Reviewed loan packages and determined the steps necessary to complete funding in an accurate and timely manner.• Completed telephone interview/verification of indirect applicants.• Conducted a comprehensive review of income, residency, employment, and insurance verifications.• Entered all information into Loan software ParaData.• Built relationships and communicate consistently with various auto dealerships.• Processed customer payments, and handle all aspects of auto payoffs.• Responsible for opening the branch.• Insured organization and security of all customer files and information.• Ensured satisfaction of all customers, answering all questions and providing information related to loan processing and loan funding as well as account information.• Located past due customers using various location techniques. • Collected payments from past due customers, and negotiate account resolutions.

• Coordinated activities throughout the company to ensure efficiency and maintain compliance with company policy.• Managed agendas and appointments for upper management.• Managed emails, letters, packages, phone calls and other forms of correspondence.• Created and updated databases and records for financial information, personnel and other data.• Tracked and replace office supplies as necessary to avoid interruptions in standard front office procedures.• Submited reports and prepare proposals and presentations as needed.

• Approved loans by issuing checks • Processed loan applications for payday and title• Completed evaluation of vehicles, using resources and tools provided• Managed customer’s loans and payments• Approved loans by issuing checks or forwarding• Made daily bank deposits

• Maintained a balanced cash drawer• Completed all transactions accurately, including cash handling• Delivered superior customer service