Stephanie Gerard
Classic Firearms
Stanfield
18
years of professional experience
Loan professional known for high standards and results-driven approach in sub-prime auto lending seeking new career opportunities. Proven experience in managing loan applications and providing critical back-office support in a a fast-paced environment. Strong focus on team collaboration, reliability, and adaptability to changing needs. Skilled in loan documentation, customer interaction, and compliance adherence. I am proficient in Microsoft office and also proficient in auto financing software such as: CDK, DL4, CMSI/Originate, Daybreak, and Shaw.
Work History
Warehouse Packer
4 Years 8 Months- Packed products and loaded onto conveyor machine for efficient processing
- Labeled and boxed products for inventory management and organization
- Retrieved firearms from inventory for packing
- Loaded and ran cannoli machine
- Sorted and cut down cardboard for recycling while maintaining cleanliness in warehouse
Customer Service Representative
1 Year- Handled incoming calls to address customer inquiries regarding sales and facilitated order placements
- Responded to customer emails to address inquiries and provide assistance
- Managed FedEx claims processing to ensure timely escalation to supervisor
Document Specialist in Finance
1 Year 3 Months- Entered customer and vehicle data to process automobile loan documents
- Assisted banks in funding loan packages promptly
- Collected down payments from customers to facilitate loan processing.
Team Leader (National Territory)
3 Years 3 Months- Trained all new loan assistants on departmental policies, procedures, and loan package requirements
- Coordinated with car dealerships to resolve issues related to missing documentation
- Processed loans for loan assistants that are absent and helped loan assistants when LAMRQ (loan assistant manager review queue) is slow
- Served as backup for absent loan assistants, ensuring loan processing continued smoothly during LAMRQ delays
- Followed up with car dealership when missing documentation occurs
- Pulled CMSI reports and checked loans for state-specific requirements, such as sales tax
- Monitored cycle time and followed up with loan officers after 7 days to facilitate timely loan decisions
District Loan Assistant Manager
10 Months- Supervised and trained team of six loan assistants to enhance operational effectiveness
- Reviewed income calculations, ensuring accuracy and compliance for loan approvals
- Wrote yearly employee reviews
- Coordinated procurement of office supplies to maintain stock levels
Loan Assistant Manager
3 Years 7 Months- Assisted loan officers and auto dealers throughout loan approval process to streamline transactions
- Reviewed loans to ensure adherence to bank policy & procedures
- Reviewed dealer agreements and verified vehicle features to ensure accuracy and compliance
- Supervised four loan assistants and worked as a team to maintain a five-day turnaround
- Verified loan applications and assessed applicant’s personal information and credit status to mitigate fraud risk
Loan Assistant II
2 Years 5 Months- Processed car loan packages with accuracy and completeness
- Conducted training sessions for new loan assistants to enhance their skills and knowledge.
- Participated in collections activity, managing in-house payments to improve customer account status
Education
AS - Paralegal Studies
100+ hours in various employer training sessions including: Bank Secrecy Act, Fraud Awareness, SAR (Suspicious Activity Reporting), Active Shooter, Sexual Harassment, and I/T training in regards to email scams.
Skills
Attention to detail
Customer-focused
Punctual and reliable
Professional telephone demeanor
Inventory management
Data entry
Multitasking and organization
Timeline
Warehouse Packer
Classic Firearms
01.2022 - CurrentRead More
Customer Service Representative
Classic Firearms
01.2021 - 01.2022Read More
Document Specialist in Finance
EchoPark Automotive
03.2019 - 06.2020Read More
Team Leader (National Territory)
Crescent Bank & Trust
08.2015 - 11.2018Read More
District Loan Assistant Manager
Crescent Bank & Trust
10.2014 - 08.2015Read More
Loan Assistant Manager
Crescent Bank & Trust
03.2011 - 10.2014Read More
Loan Assistant II
Crescent Bank & Trust
09.2008 - 02.2011Read More
Valencia Community College
AS from Paralegal Studies
Read More
EARLY EMPLOYMENT EXPERIENCE
Previous experience includes: 2 years receptionist/estimator/accounts receivables for a countertop company, 7 years office services/relief receptionist at a corporate law firm, 1.5 years body shop receptionist, and 9 years receptionist/cashier/dispatcher for a car dealership.