Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Summary
To secure a position in a challenging and creative environment that will allow me to utilize my business and communication skills. Extensive management, banking and mortgage lending background. Expertise includes providing and servicing mortgage, consumer, small business, auto and bridge loans. Experienced in promoting bank products, including IRAs, mutual funds, CD's and money market accounts. Strong customer focus. Skilled at building financial rapport and developing long-lasting, trusting relationships with customers. Provide tailored solutions to individual situations. Excellent organizational skills. Accomplished in coordinating all aspects of the loan process to ensure that deadlines are met and clients satisfied.
  • Sales professional
  • Strong team-builder
  • Goal-oriented
  • Self-sufficient
  • Team player
  • Organized
Work History
Assistant Branch Manager, 11/2011 to 09/2012
Middlesex Savings BankGroton, MA,
  • Managed and coordinated activities of all colleagues.
  • Actively sought out and engaged potential personal and business customers in order to generate additional branch business.
  • Provided financial services to current customers, and aided in cash management activities.
  • Evaluated documents prepared by bankers, such as home equity loan applications and new deposit accounts, to ensure compliance with bank policies and procedures.
  • Oversaw branch office operations to ensure that security procedures were being followed.
  • Responsible for training new employees, developing work schedules and monitoring work performance.
  • Coordinated bank at work events at SAP, The Philadelphia Home Show and The Wayne Jazz Festival resulting in consumer and business clients.
Assistant Branch Manager, 11/2008 to 10/2011
Middlesex Savings Bank, ,
  • Overall responsibility for daily operations, including management of Teller and Customer Service staff of a Tier I branch.
  • Provided sales leadership to ensure franchise growth through personal example and regular monitoring of team sales results.
  • Reviewed teller work schedule.
  • Scheduled branch staff to ensure adequate coverage.
  • Responsible for keeping branch in compliance with all bank policies and procedures and preparing branch for internal audits.
  • Monitored branch service quality levels and coach staff to achieve appropriate levels.
  • Responded to complex customer complaints and questions.
  • Coordinated special events such as Customer Appreciation Day.
Financial Specialist, 09/2006 to 11/2008
Department Of Justice, ,
  • Worked to build long-term advisory relationships with clients (both individual and small business) by analyzing situations from the clients' perspective, with the goal of achieving results which are in the best interest of both client and Wachovia.
  • Developed strategies to build existing client base and develop new clients.
  • Strategies included pre-call planning and post-call follow up, ensuring client satisfaction and results.
  • Developed referral sources inside and outside of the bank leading to potential clients.
  • Maintained a database of over 500 clients.
  • Provided continuing correspondence to ensure satisfaction and generate future revenues.
  • Handled customer sales and service requests from financial center walk-in traffic.
  • Discussed both short-term and long-term financial options with clients, utilizing both consulting sales approaches and financial expertise to create value based solutions for customers.


Retention Loan Officer, 05/2004 to 09/2006
Wilmington Finance, ,
  • Responsibilities included reselling borrowers who had withdrawn from the mortgage process with Wilmington Finance after submitting their application.
  • This included reworking existing deals in such a manner as to guarantee the borrowers satisfaction with our product and service and ensure loan closes.
  • Only loan officer to manage and service Underwriting Files.
  • These responsibilities included contacting and reselling borrowers who had canceled their loan into the closing process as well as customers who had rescinded.
  • Customized loan programs tailored to meet the financial needs of individual clients.
  • Reviewed credit reports, analyzed income statements and performed underwriting of income versus debt and combined asset worth.
  • Utilized Freddie Mac LP and Fannie Mae DU to determine customer qualifications.
  • Ensured timely closing of loans by maintaining constant communication throughout the entire loan process amongst borrower, appraiser, loan company, title company and Realtor.
High School Diploma: Communications and Marketing, Expected in
Kings College - Wilkes-Barre, PA


Alpha, benefits, cash management, closing, coach, consulting, credit, clientele, client, clients, customer satisfaction, Customer Service, database, documentation, equity, special events, Finance, financial, leadership, Mac, meetings, Excel, office, Power Point, Word, policies, Prime, processors, progress, quality, sales, SAP

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  • Kings College

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  • Assistant Branch Manager
  • Assistant Branch Manager
  • Financial Specialist
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  • High School Diploma

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