VALERIA SALA
San Juan
Summary
Enthusiastic individual with superior skills in working in both team-based and independent capacities in order to achieve company goals. Strong desire for success, eager to grow. Bringing strong work ethic, focused at driving continuous improvements, and excellent organizational skills to any setting.
Overview
6
6
years of professional experience
Work History
Account Executive
Co/LAB Lending
09.2023 - Current
- Take mortgage loan applications / interviews & prepare effective loan proposals when directed.
- Managed the entire loan process from receipt of application until closing & manage current client pipeline.
- Obtained information necessary to determine client qualification in a timely manner, such as credit reports, income/asset documentation. Analyze the information and provide insight where appropriate.
- Boosted client and realtors satisfaction by developing and maintaining strong relationships through effective communication.
- Business development activities in PR to grow company presence.
- Assisting with event planning.
- Work with Social Media, create content & make sure marketing team is executing.
Closing Officer
EMI Equity Mortgage, Inc.
09.2021 - 09.2023
- Evaluate loan documents for accuracy and completeness, and obtain missing or corrected loan documents as needed
- Prepare Closing Disclosure
- Maintained checklists of required documentation and open issues affecting closings
- Responsible for paying pending property taxes for each closed loan
- Work with insurance (Hazard, Flood, HO-6) with all Closing Department loans closed. Request them, create report, and work together with accounting manager to make sure they're paid
- Collaborated with attorneys and real estate agents to resolve transactional or legal issues
- Schedule loan closing with borrower, seller, real estate agent, lawyers, and other parties
- Collect and disburse loan funds
Service Representative
deShow- Banco Popular de Puerto Rico
12.2017 - 09.2021
- Responsible of orienting and assisting on current business model and applicable renting programs, for customers interested in renting or buying properties
- Met and exceeded productivity targets by handling every interaction with customer service, real estate agents, mortgage loan officers, and other bank related departments
- Collaborated with supervisors to identify and implement process improvements to increase overall efficiency, productivity, and workflow
- Resolved customer concerns with friendly and knowledgeable service
- Promoted company in maintaining work environment focused on quality, communication, collaboration, integration and teamwork.
Education
Bachelor of Arts - Psychology
University Of Puerto Rico
Río Piedras12.2017
High School Diploma -
Colegio Nuestra Señora De La Providencia
San Juan05.2012
Skills
- Fully Bilingual (Spanish & English)
- ASL Interpreter
- Quality control
- Analytical and Critical Thinking
- Account Management
- Pipeline Management
- Strong attention to detail
- Database maintenance
- Employee coaching
- Client Relationship Building
Timeline
Account Executive
Co/LAB Lending
09.2023 - Current
Closing Officer
EMI Equity Mortgage, Inc.
09.2021 - 09.2023
Service Representative
deShow- Banco Popular de Puerto Rico
12.2017 - 09.2021
Bachelor of Arts - Psychology
University Of Puerto Rico
High School Diploma -
Colegio Nuestra Señora De La Providencia
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