Marissa Rivas Email & Phone Number

United States

United States

- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.- Enhanced creative problem-solving skills through continuous adaptation to the ever-changing loan programs - leading to a 38% increase in referrals from shareholders, account executives, and loan officers.- Effectively managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.- Spearheaded quick and efficient loan projects from initiation to post-closing by creating processes and job aides for new loan processors.- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.

North Richland Hills, Texas, Us

- Marketed a diverse range of insurance policies to both businesses and individuals, representing the company's extensive selection of products. - Assessed clients' needs and financial resources to recommend the most suitable insurance policy covering a range of risks. - Maintained and updated a portfolio of existing clients, while continuously seeking new clients through strategic prospecting and referrals.

San Diego, California, Us

- Conducted comprehensive analysis of client financial and credit data, determining level of risk and matching customer needs to suitable loan programs.- Educated clients in understanding complex financial documents required for completing their loan applications successfully.- Managed consistent loan pipelines of 15-25 files simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.- Issued escrow, title, insurance, HOA, and various third-party orders, while simultaneously reviewed returned documents for accuracy and compliance correctness.

San Diego, California, Us

- Leveraged comprehensive tax knowledge to minimize client tax liabilities by identifying eligible deductions, adjustments, and credits.- Trained over 100 employees for upcoming tax seasons and oversaw 35 employees at assigned tax sites.- Reviewed a minimum of 300 employee-completed tax returns and completed over 150 complex returns each year.- Improved ability to quickly grasp new laws and regulations, ensuring that the workflow stays current and proficient.- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.

San Diego, California, Us

San Diego, Ca, Us

- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.- Prioritized duties on-the-go to capitalize on customer satisfaction.- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.- Worked a variety of setting including banquet, private events, and casual dining.- Quickly turned tables without sacrificing service, approximately 12 to 16 tables per hour.

Anaheim Hills, Ca, Us

- Assisted senior loan processor and team of loan officers with origination and closing processes to fast track procedures and promote teamwork.- Integrated extensive communication skills in gathering borrower and third-party conditions, assembling files, reviewing contracts and appraisals, securing documents, and balancing fees on closing statements.- Provided comprehensive administrative support to Loan Officers in order to free-up time to focus on building relationships with borrowers and generating new business opportunities.- Analyzed each client's application, ensuring no minute details would gridlock the underwriting process, resulting in minimal conditions from underwriting approval.