commercial credit products loan specialist resume example with 5+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Orderly and committed Administrative Assistant offering solid skills in customer relations, associate development, expense management, and resilience to handle challenges of fast-paced, high volume office environments. Bringing detail-oriented and decisive nature with sound judgment, good multitasking abilities and self-motivated nature. Comfortable working alone or with teams to accomplish on-time and accurate administrative tasks resulting in efficient operations.

  • CRM and Office Management Software
  • Event Planning and Execution
  • Database and Client Management Systems
  • Travel Administration
  • Supply Inventory Control
  • Hiring and Training
04/2022 to 03/2023 Commercial Credit Products Loan Specialist Us Bank | NV, State,
  • Lead Texas and Louisiana Commercial Banking districts with a 100% quality assurance rating in credit due diligence, compliance, collateral perfection, and loan documentation policies for complex real estate and non-real estate secured commercial credit transactions from application submission to closing.
  • Obtain and analyze credit approval, formation documents, company agreements, construction contracts, title work, valuation products, environmental reports, commercial insurance and additional due diligence documentation to evidence the debt and secure the loan.
  • Represent the bank and relationship manager in the transaction by acting as a liaison between external vendors, closing attorneys and credit risk officers while demonstrating understanding of the risks and requirements associated with extending commercial credit.
  • Carefully review all internally and attorney prepared loan documentation to ensure documentation adheres to loan approval, regulatory requirements and ensuring all identified issues are remediated prior to closing.
05/2019 to 04/2022 Commercial Banking Relationship Specialist Regions Financial Corporation | Mascoutah, IL,
  • Partnered with area executives to develop and implement market wide initiatives for process and procedural improvement for commercial banking support teams.
  • Developed reporting, consolidating business data into actionable metrics to simplify and highlight areas of concern and opportunity including- regulatory compliance, loan documentation exceptions, emerging risks, and loan maturities.
  • Analyzed and interpreted customer financial data and behavior to form well-reasoned conclusions and make recommendations to financial officers to further drive company revenue and deepen relationships.
  • Coordinated travel arrangements and completed expense reports for travel reimbursement.
  • Coordinated appointments, meetings and conferences.
  • Managed office inventory and developed strong vendor relationships to cut inventory costs and ensure adequate supplies were on hand to perform business operations.
  • Conducted through account analysis, facilitated monetary transfers, completed fraudulent transaction claims paperwork, and updated client information in company databases.
  • Efficiently managed all escalations related to commercial client banking relationships and internal office operations including supply inventory, transaction research, loan defaults, fraudulent activities, and banking service implementations.
06/2018 to 05/2019 Financial Relationship Consultant REGIONS BANK | City, STATE,
  • Interviewed consumer and business banking clients and analyzed data to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Developed strong partnerships with area retail branches, commercial banking and wealth management partners to ensure financial needs of current and potential referred clients are exceeded.
  • Successfully educated clients on the emerging technology and digital perks such as, business online banking, treasury management services, and other digital offerings to make the banking experience easier.
  • Conducted enhanced customer due diligence and valuation activities for high risk customers to support making informed business decisions.
  • Managed branch escalations with polite service, knowledgeable support and unsurpassed professionalism to protect bank reputation.
05/2017 to 06/2018 Financial Relationship Specialist REGIONS BANK | City, STATE,
  • Processed cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Reviewed and approved transactions above limits and authority levels of teller staff
  • Controlled cash vault and carried out cash using forecasting to maximize availability while minimizing risk.
  • Maintained filing systems and other daily administrative and clerical support tasks to facilitate loans, deposits and account services.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Filed government-mandated reports related to large cash transactions and sale of monetary instruments and suspicious activities.
  • Enriched existing client relationships by understanding customer financial goals and objectives while providing guidance, education and referrals to personal bankers.
Education and Training
Expected in to to | Accounting Purdue University Global, Indianapolis, IN, GPA:

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Resume Overview

School Attended

  • Purdue University Global

Job Titles Held:

  • Commercial Credit Products Loan Specialist
  • Commercial Banking Relationship Specialist
  • Financial Relationship Consultant
  • Financial Relationship Specialist


  • Some College (No Degree)

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