Elizabeth Naputi
Harvey
Summary
Detail-oriented Credit Specialist with proven expertise in credit analysis, documentation review, and financial statement analysis. Committed to improving processes and proactively assessing credit risks to enhance operational efficiency.
Offering solid foundation in financial principles and data analysis with strong desire to learn and grow in credit environment. Brings ability to quickly grasp new concepts, coupled with proficiency in Excel and financial software. Ready to use and develop analytical and problem-solving skills.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Credit Specialist
Acme Truck Line Inc.
Harvey, LA
02.2024 - Current
- Analyzed credit applications to assess risk and determine approval status.
- Reviewed customer accounts for discrepancies, ensuring accuracy in credit reporting.
- Collaborated with sales teams to resolve credit-related inquiries and disputes.
- Implemented process improvements, enhancing efficiency in credit review procedures.
- Monitored outstanding receivables, identifying potential credit risks proactively.
- Provided strategic recommendations to management based on analysis of credit trends.
- Maintained accurate documentation of all credit-related activities, ensuring compliance with company policies and industry regulations.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
- Reduced risk exposure by conducting thorough credit analyses for new and existing clients.
Dispatcher
A-MED Ambulance Service
Gretna, LA
2022 - 2024
- Coordinated emergency response efforts to ensure timely patient transport.
- Monitored communication systems for efficient dispatching of ambulances.
- Collaborated with healthcare teams to streamline patient care during transport.
- Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
- Communicated with drivers and personnel to coordinate timely delivery of goods and materials.
- Directed dispatching, routing, and tracking of fleet vehicles.
- Maintained accurate records of all dispatched calls, improving data tracking for future analysis.
- Provided exceptional customer service to callers, remaining empathetic and patient during emergencies.
- Maintained accurate records of calls, dispatch times, and service outcomes.
Dispatcher
Keefe's AC, Heating, and Electrical
Harvey, LA
2021 - 2022
- Assisted in training new dispatch staff on operational procedures and protocols.
- Implemented process improvements to enhance response times and service quality.
- Directed dispatching, routing, and tracking of fleet vehicles.
- Collaborated with fellow dispatchers to maintain a seamless workflow during shift changes.
- Managed conflict resolutions with customers, drivers and other personnel to encourage professional relationships and promote respect.
- Maintained updated and detailed records of calls in physical and electronic database.
- Streamlined the dispatch process by organizing resources and routes, optimizing response efforts.
- Analyzed data trends to identify areas for improvement in dispatch operations.
Customer Service Representative
Keefe's AC, Heating, and Electrical
Harvey, LA
2021 - 2022
- Assisted customers in troubleshooting HVAC and electrical issues, ensuring timely resolutions.
- Managed customer inquiries through phone and email, providing accurate product information.
- Processed service requests efficiently, enhancing overall customer satisfaction.
- Collaborated with technicians to schedule appointments, optimizing service delivery timelines.
- Trained new team members on customer service protocols and systems usage.
- Maintained detailed records of customer interactions, improving follow-up procedures.
- Resolved escalated complaints effectively, reinforcing customer loyalty and trust in services offered.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Secretary
Calderon Construction
New Orleans, LA
2018 - 2021
- Managed scheduling and coordinated meetings for project teams
- Assisted in preparing and distributing project documentation
- Maintained organized filing systems for project records
- Handled correspondence, ensuring timely communication with stakeholders
- Oversaw inventory management of office supplies and materials
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
Education
Andrew Jackson Fundamental Magnet High School
Chalmette, LAGraduate Certificate - CNA
Delgado Community College
New Orleans, LACERTIFICATE IN BASIC STUDY - BASIC STUDY
Delgado Community College
New Orleans, LANURSING
Delgado Community College
New Orleans, LASkills
- Telephone and email etiquette
- Effective communication
- Documentation review
- Loan underwriting
- Credit analysis
- Financial statement analysis
- Data analytics
- Credit scoring
- Credit data assessments
- Banking regulations
- Credit advising
- Customer relations
Accomplishments
- Achieved a certificate by completing Nexstar dispatching and CSR training with accuracy and efficiency.
Certification
- Certified Ordained Officiant
- CNA - Certified Nurse Assistant
Languages
Spanish
Limited Working
English
Native or Bilingual
Timeline
Credit Specialist
Acme Truck Line Inc.
02.2024 - Current
Dispatcher
A-MED Ambulance Service
2022 - 2024
Dispatcher
Keefe's AC, Heating, and Electrical
2021 - 2022
Customer Service Representative
Keefe's AC, Heating, and Electrical
2021 - 2022
Secretary
Calderon Construction
2018 - 2021
Andrew Jackson Fundamental Magnet High School
Graduate Certificate - CNA
Delgado Community College
CERTIFICATE IN BASIC STUDY - BASIC STUDY
Delgado Community College
NURSING
Delgado Community College