Malhissa Loredo Email & Phone Number

Completed final quality review of all loan documents needed by the lender and responsible for handing back failed documents to the responsible department via Salesforce.Retrieved signed loan documents via Docusign and compiled a funding package following specific customers approved lenders (Chase,Capital One, Ally, Exeter, USAA, UACC) funding guidelines.

Houston, Texas, United States

• Performed credit application data validation of credentials not limited to current and previous residence, employment and current income for all four Drive Away dealerships.
• Created a quality control process for the Closing department to improve customer experience and accuracy of all signed and collected documents.
• First to review deals after loan closing and ensured they met quality control metrics, also reviewed the title paperwork and proper identification was submitted to process title.
• Created policy and procedures for the loan processing and title paperwork department.
• Reviewed credit stipulation documents and communicated directly with the salespeople and customers to submit documents in a timely manner.
• Responsible for submitting all deals to the lender with one hundred percent accuracy.

Houston, Texas

• Bilingual auto loan originator and closer assisted bankers, customers and dealerships with auto loan process in a call center environment.
• Single Point of Contact for clients wishing to purchase, refinance or buy out their lease. This requires receiving inbound calls and placing outbound calls to assist our clients throughout the entire auto loan process.
• Worked closely with the credit department to convey approved rate, term and stipulations to clients to ensure booking of the auto loan.
• Provided excellent customer service while adhering to internal and federal policies. Such as informing clients with required and verbatim scripting.
• Assisted in reviewing policies and procedures in both English and Spanish before being launched across all Direct Auto sites.
• Responsible for assisting Team Leader by reviewing teams’ Spanish customer experience calls following Quality Control’s call review form.

Houston, Texas Area

• Accepted incoming high volume consumer banking calls in both English and Spanish, providing excellent customer service based on each customers needs.
• Assisted customers with online technical support.
• Other duties include monitoring my teams performance goals and planning team events.

Houston, TX

• Performed credit application data validation of credentials not limited to current and previous residence, employment and current income for WJK Funding, DriveAway North Freeway, and DriveAway Airline
• Responsible for monitoring and reconciliation of company balances for repossessions, internal insurance payments, vehicle payments, and past due amounts
• Other duties include payments collection, collection calls for Account Receivables, backfilling support for receptionist, and administrative duties as needed

Education record

Education record