Yassiel Puckett
Account Specialist
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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)