Lance Guzman
Loan Processor at Chase | Milwaukee, Wisconsin, United States
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Lance Guzman is a dedicated Loan Processor at Chase, where he leverages his extensive background in customer service and data management to streamline loan processing operations. With over five years of experience in the financial sector, including tenures at prominent institutions like PNC Bank and Wells Fargo, Lance has honed his expertise in managing complex loan portfolios and ensuring compliance with industry regulations. His current role involves overseeing a home equity portfolio valued at over $60 million, where he skillfully manages more than 20 claims daily, demonstrating his ability to handle high-volume workloads while maintaining exceptional accuracy.
Lance's commitment to excellence is evident in his track record of exceeding weekly and monthly processing quotas for two consecutive quarters, showcasing his strong work ethic and dedication to meeting organizational goals. His proficiency in Salesforce.com and Customer Relationship Management (CRM) systems allows him to efficiently track customer interactions and enhance the overall client experience. Furthermore, Lance's bilingual capabilities in Spanish enable him to effectively communicate with a diverse clientele, ensuring that all customers receive the highest levels of service.
Recognized with various sales and customer satisfaction awards throughout his career, Lance is not only adept at technical writing and research but also excels in fostering positive relationships with clients and colleagues alike. His comprehensive skill set, which includes Microsoft Office proficiency and a strong understanding of email etiquette, positions him as a valuable asset to the Chase team, where he continues to contribute to the bank's mission of providing outstanding financial services.
Loan Processor at Chase in March 2015 to Present
Senior Technical Operations Analyst at BetaNXT in September 2023 to Present
Support Analyst at Finastra in July 2016 to November 2023
Personal Banking Officer at Wells Fargo in May 2014 to March 2015
Retention Specialist at Time Warner Cable in August 2013 to May 2014
Universal Banker at PNC in August 2012 to August 2013
Sales Associate at The Home Depot in January 2005 to January 2012
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University of Wisconsin-Milwaukee, Bachelor of Communicatons, Operational Communications, July 2026
UW-Milwaukee, Bachelor's degree, Communications, July 2026
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Research Skills
Financial Analysis
Salesforce.com Administration
Root Cause Problem Solving
Root Cause Analysis
Microsoft Power BI
Business Analysis
Microsoft Office
Bilingual
Statistics
Sales
Time Management
PowerPoint
Microsoft Excel
Microsoft Word
Leadership
Teamwork
Critical Thinking
Access
Spanish
Customer Satisfaction
Telephone Skills
Data Entry
Community Outreach
Customer Service
Social Networking
Outlook
Cashiering
SQL
Filing
Finance
Email Etiquette
Professional Phone Skills
General Office Skills
Salesforce.com
Customer Relationship Management (CRM)
Data Analysis
Technical Support
Problem Solving
Communication
Analytical Skills
Customer Experience
Social Media
Account Management
Software as a Service (SaaS)
Interpersonal Skills
Project Management
Customer Service Management
Typing
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Discover more about ChaseWhat is Lance Guzman email address?
Email Lance Guzman at [email protected] and [email protected]. This email is the most updated Lance Guzman's email found in 2026.
How to contact Lance Guzman?
To contact Lance Guzman send an email to [email protected] or [email protected].
What company does Lance Guzman work for?
Lance Guzman works for Chase
What is Lance Guzman's role at Chase?
Lance Guzman is Loan Processor
What is Lance Guzman's Phone Number?
Lance Guzman's phone (414) ***-*327
Lance Guzman Email Addresses
Lance Guzman Phone Numbers
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