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Yassiel Puckett

Account Specialist

Talent
Lee's Summit, MOMember since September 18, 2026
Account ManagementFinancial OperationsLoan ServicingCollectionsDocumentation Review
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Account ManagementFinancial OperationsLoan ServicingCollectionsDocumentation Review

About

Bilingual financial operations and account management professional with 7+ years of experience in banking, consumer lending, loan servicing, collections, delinquency management, and customer relationship management. Skilled in managing high-volume loan portfolios, negotiating repayment plans, resolving account issues, and processing payments.

Experience

Account Specialist - Central Bank of the Midwest - Lee's Summit, MO

(2020-05)

  • Managed over 500 delinquent loan accounts and negotiated repayment plans with clients.
  • Assessed causes of delinquency and offered hardship solutions, including payment adjustments and counseling.
  • Exceeded monthly collection targets through strategic outreach and consistent follow-up.
  • Verified insurance coverage for active accounts to support compliance with federal and internal policies.
  • Documented 3,500+ client interactions monthly and maintained audit-ready financial records.

Administrative Assistant - Nicholas Financial - Lee's Summit, MO

(2019-01 - 2020-05)

  • Oversaw client account management and resolved payment issues while maintaining accurate records.
  • Facilitated conflict resolution between clients and internal departments to support timely outcomes.
  • Supported loan processing and documentation review to improve operational efficiency and compliance.
  • Delivered bilingual support to Spanish-speaking clients to improve accessibility and retention.

Account Specialist/Collections - LendNation - Independence, MO

(2016-01 - 2018-12)

  • Originated, processed, and closed customer loan proposals with accuracy and confidentiality.
  • Reviewed account activity to assess financial status and identify discrepancies.
  • Counseled debtors on payment options and arranged installment agreements to support repayment.
  • Processed payments and applied them to customer balances while maintaining updated records.
  • Updated customer profiles and ensured data accuracy across financial systems.

Personal Banker - Central Communications - Independence, MO

(2016-10 - 2018-04)

  • Conducted account transactions, including check orders, stop payments, and funds transfers.
  • Educated clients on banking systems and available services within regulatory guidelines.
  • Received and verified cash and check deposits with accuracy and fraud awareness.
  • Delivered bilingual customer service in English and Spanish to improve client satisfaction.

Education

Associate's degree - Business Administration - National American University (2021-01 - 2022-09)

Skills

Account Specialist

Reviews

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