business loan servicing specialist resume example with 12+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
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Detail-oriented, hardworking and reliable. Solid customer service experience. Always eager to learn and perform to the best of my best ability.


Goal Oriented

Communication Skills

Quick Learner

Self Starter

Business Loan Servicing Specialist, 09/2014 to Current
Cit GroupGreenville, SC,
  • Processed payoffs, releases and curtailments for commercial loans.
  • Audited files regularly to detect and correct paperwork and processing errors.
  • Monitored loans to verify adequate and current insurance coverage.
  • Examined and verified information in loan application and closing documents.
  • Organized, filed and maintained customer, department and regulatory loan records.
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Scanned and uploaded loan and related documents into system.
  • Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
  • Carried out pre-funding and funding functions.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Carside Specialist, 05/2016 to 05/2018
First National BankCouncil Bluffs, IA,
  • Maintained thorough knowledge of health and sanitation standards and verified that food and service area fully complied.
  • Handled cash, credit card and check transactions.
  • Processed cash, credit card and check payment for services.
  • Kept customer and food preparation areas clean and well-organized.
  • Answered product and order questions accurately and professionally.
  • Handled food safely to protect customers from harmful bacteria and prevent losses or delays from dropped items.
  • Reported issues with customers and orders to supervisors.
  • Independently resolved customer concerns to correct problems and promote brand loyalty.
  • Maximized satisfaction by assisting customers with navigating menus and customizable combinations.
  • Verified orders and bagged items for easy transport.
  • Took orders, prepared foods and processed payments in full-service establishment.
  • Used POS system and cash register to receive payments by cash, check, credit card and voucher.
Financial Services Specialist, 10/2013 to 07/2014
NelnetGreeley, CO,
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Implemented cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships.
  • Offered sound financial recommendations to promote financial security, moving clients to take action.
  • Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
  • Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
  • Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Provided clients with information on bank accounts, institutional policies, financial products and related services.
  • Processed cash, check and credit card payment transactions.
  • Developed and maintained relationships with customers and assisted in generating sales opportunities.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Processed loan applications and financial transactions following company procedures.
  • Performed cash and check balancing to verify daily and monthly cash accounts for accuracy.
  • Maintained records of accounts.
Relationship Banker, 08/2011 to 10/2012
Pro-Tek ChemicalCity, STATE,
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
  • Addressed inquiries from clients and department team members.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Developed culture of success rewarding performance, productivity and sales results.
  • Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
  • Entered new account information into computers and filed related forms and other documents.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Procured client credit reports and financial documents for account establishment.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Maintained customer data confidentiality while inputting information into system.
  • Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
  • Identified which company offerings would best meet customer needs and provided additional details about pricing and support.
Direct Sales Representative, 08/2008 to 05/2011
Company NameCity, State,
  • Sold products and services in field for [Type] company.
  • Visited potential and current customers at personal and business locations to promote products.
  • Demonstrated product features to align with customer needs.
  • Wrote sales proposals, set up contracts and finalized deals.
  • Trained staff on strategies for regularly surpassing sales goals.
  • Asked open-ended questions to determine customer requirements and help identify correct products and services.
  • Attracted clients, negotiated contracts and closed deals through sales strategies and personable demeanor.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Listened to customer needs to identify and recommend best products and services.
  • Mentored new employees on customer service, money handling and organizing strategies to maximize performance, productivity and team success.
  • Drove sales of company products and services by meeting with customers using strategic and organized approach.
  • Recruited, hired and trained new hires to optimize profitability.
Education and Training
High School Diploma: , Expected in 08/2003 to Antelope Valley High School - Lancaster, CA

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Resume Overview

School Attended

  • Antelope Valley High School

Job Titles Held:

  • Business Loan Servicing Specialist
  • Carside Specialist
  • Financial Services Specialist
  • Relationship Banker
  • Direct Sales Representative


  • High School Diploma

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