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business loan officer resume example with 13+ years of experience

JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary
Amiable Loan Officer experienced in developing constructive and cooperative working relationships with others. A solid team player who diligently follows through on team expectations. Accomplished Loan Officer who consistently exceeds sales goals while offering the utmost care in client relations. Excited and motivated to help customers build successful financial futures. Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.Knowledgeable and innovative finance, sales and marketing professional whose success is based on integrity, exceptional customer service, efficiency and ambition Personal Business Officer with over 10 years as a leader in the financial industry. Service-oriented with expertise in building a solid customer base. Business development expert with 10+ years as a top sales performer in Small Business market. Comfortable with new ideas, innovative products and start-up environments.Sales management professional with over 10 years in business, finance and management roles. Demonstrates a passion for building relationships, cultivating partnerships and growing businesses.
Core Qualifications
Customer service-focused Bank security issues MS Office guru Debt and credit management Sales expertise Financial planning expert Collections proficiency Cash dispenser operation
Experience
01/2008 to 02/2010 Business Loan Officer Salal Credit Union | Portland, OR,
  • Assisted senior-level credit officers with complex loan applications.Adhered to all federal and state compliance guidelines relative to retail mortgage lending.Performed daily maintenance of the loan applicant database.Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.Educated customers on the variety of loan products and available credit options.Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.Built knowledge about latest banking products and services through [courses/certification programs].Provided expert financial advice on mortgage and both educational and personal loans.
01/2004 to 01/2008 Personal Business Officer Glacier Bancorp | Lake Havasu City, AZ,
  • Assisted senior-level credit officers with complex loan applications.Adhered to all federal and state compliance guidelines relative to retail mortgage lending.Increased monthly sales by [Number]% by implementing strategies to develop and expand existing customer base.Cold and warm called [Number] new and existing accounts per day.Generated new accounts by implementing effective networking and content marketing strategies.Managed budget forecasting, goal setting and performance reporting for all accounts.Tracked RFPs and bids to develop new business opportunities.Optimized current revenue streams by networking for additional business prospects with established clients.Contacted new and existing customers to discuss how specific products could meet their needs.Developed and integrated market plans to efficiently position the company brand within targeted markets.
01/1997 to 01/2004 New Account Representative Valencia National Bank | City, STATE,
  • Generated new accounts by implementing effective networking and content marketing strategies.Managed budget forecasting, goal setting and performance reporting for all accounts.Delivered performance updates, quarterly business reviews and planning meetings.Planned strategic brand- building events to expand the product portfolio.Contacted new and existing customers to discuss how specific products could meet their needs.Identified, coordinated and participated in client relationship- building activities and meetings.Answered customer questions regarding products, prices and availability.Collaborated with account executives to penetrate new accounts, identify potential customers and coordinate product demonstrations.Generated business development awareness by implementing in-depth sales and marketing training programs.
  • Specialized Training Credit Union.
Education
Expected in Banking Burbank , Ca, Los Angeles Coursework in Accounting, Finance and Business AdministrationCompleted Mortgage Underwriter training Coursework in Finance and Business AdministrationCorporate Finance and Strategy courseworkAsset Management training | , , GPA:
Professional Affiliations
Skills
Accounting, banking, budget, business development, Cash handling, Ca, content, Credit, client, clients, Customer service, database, Detail-oriented, Finance, financial, financial analysis, Financial planning, financial statements, forecasting, funds, goal setting, loan origination, Management training, market research, marketing strategies, marketing strategies, marketing, market, meetings, MS Office, mortgage lending, communicator, networking, real estate, reporting, retail, Sales, Strategy, strategic, time management, training programs, Underwriter

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Resume Overview

School Attended

Job Titles Held:

  • Business Loan Officer
  • Personal Business Officer
  • New Account Representative

Degrees

  • Banking Burbank , Ca, Los Angeles Coursework in Accounting, Finance and Business AdministrationCompleted Mortgage Underwriter training Coursework in Finance and Business AdministrationCorporate Finance and Strategy courseworkAsset Management training

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