JAYMEE CARREON
Senior Funding Specialist
Los Angeles
Summary
Experienced professional with a successful track record in previous roles, seeking to contribute skills and experience to a thriving organization. Committed to continuous learning and growth, eager to apply expertise and drive results in a dynamic work environment. Ready to take on new challenges and collaborate with a diverse team to achieve shared goals.
Overview
16
16
years of professional experience
Work History
Senior Financial Analyst
Seek Capital Business Funding
03.2020 - Current
- Carefully analyzing client's profile and working efficiently with banking partners to get their funding as quickly as possible, and help set them up for financial success
- Assess customer's AHI (average household income) vs monthly installments
- Double check any possible derogatory collection, serious delinquencies and balance on closed accounts that can impact funding
- Study the recent inquiries place if they have been recently seeking for credit or unsecured loan
- Place applications to our banking partners on behalf of the customer
- Follow-up with our banking partners to check the status of the application
- Data entry using Salesforce
- Assist Credit Risk in review of irregular funding files by flagging any possible red flags showing on the customer's three Credit Bureau Report or possible fraud case
- Continuously learn about data and analytics in the lending industry
- Finding information online for possible new trends with Bank approvals that can help funding
- Collaborate across teams and vendors to design underwriting processes and strategies
- Create, power point every end of the week to show a detailed report and updates in banks
- Flexibility in using various applications such as Sales Force, Defi, Notary, Box, Slack, Proxy, Experian, Equifax and Transunion
- Great attention to detail
- Thrives well in a fast-paced environment
Loan Representative
Forwardline Financial
04.2019 - 12.2019
- Company Overview: Woodland Hills California USA
- Assist inbound and outbound customers inquiring for business loan
- Lead generation and data entry using Salesforce
- Collecting required documents such as bank statements, driver license and voided check to complete loan application
- Qualify customers in accordance with their credit score and other financial factors
- Woodland Hills California USA
Loan Customer Service Representative
Dinersclub International Singapore Pte Ltd
09.2016 - 02.2019
- Company Overview: (financial institution)
- Assisting Inbound & Outbound Existing Credit Card Holders for Personal Loans
- Building customer relationship and helping members with their general inquiries in relations to their existing account
- Collection of income documents to assist clients in updating annual revenue
- Abiding strictly with the rules of verification before disseminating personal information to the credit card holder
- Individual 100k and above monthly quota requirement parallel to meeting customer service satisfaction metric
- Up to date with the Government regulations for Personal Data Protection Program
- (financial institution)
Senior Loan Officer
HSBC Bank
09.2015 - 08.2016
- Accomplishes sales training for various banking products with compliance with the government regulations for call center
- In charge of training, assigning, scheduling, coaching, counseling, and disciplining agents; communicating job expectations, monitoring individual employees' contribution with the team target and enforcing policies and procedures are duly met
- Achieves sales training operational objective
- Completing monthly recordings required by the bank for audit
- Quality Assurance in call handling of the agents
- Responsible for call escalation
- Helping the sales team hit the loan volume submission monthly if required
Senior Customer Acquisition Executive/ Senior Loan Officer
United Overseas Bank
06.2010 - 08.2015
- Primary function is planning and performing sales and marketing efforts
- Responsible for developing complete proposals for the sales and marketing strategy in conjunction with the sales department
- Monitors and listens to recorded calls in compliance with the government law for telemarketing
- Excellent in providing motivation for the whole sales team including Malaysia site
- Manages customer relations and inquires for more of the unsecured facility with regards to payment structure
- Responsible for over $350,000 of client additions for the bank
- Instructs clients about product knowledge and explains related services
- Respond and garnishes advice through multimedia correspondence
- Data entry
- Involved with team building in ad hoc jobs
Loan officer/Client support specialist
Royal Bank of Scotland
10.2008 - 05.2010
- Major banking clients including ANZ Australia and New Zealand Bank, Money line Term Loan and Money line Credit Card
- Understanding the fiscal information from company services to pitch to individual customers for maximizing the product sign-up and increasing sales of banking services
- Telemarketing sales
- Using modern media to explain all sales opportunities and inclusive of marketing brands and services for potential and actual clients
- Using current databases to develop prospects into qualified leads and finalizing sales
- Coordinating with sales activities for individuals getting banking services
Education
Bachelor's Degree - mass communication
University of the Assumption
01.1999 - 1 2003
Skills
Analytical, Credit Analysis, Underwriting, Data Entry, Client Support, Problem Solving, Communication Skills, Organization Skills, People Skills, Team work, Adaptability, Research, Attention to detail
Timeline
Senior Financial Analyst
Seek Capital Business Funding
03.2020 - Current
Loan Representative
Forwardline Financial
04.2019 - 12.2019
Loan Customer Service Representative
Dinersclub International Singapore Pte Ltd
09.2016 - 02.2019
Senior Loan Officer
HSBC Bank
09.2015 - 08.2016
Senior Customer Acquisition Executive/ Senior Loan Officer
United Overseas Bank
06.2010 - 08.2015
Loan officer/Client support specialist
Royal Bank of Scotland
10.2008 - 05.2010
Bachelor's Degree - mass communication
University of the Assumption
01.1999 - 1 2003
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