commercial lender resume example with 11+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Ambitious, accomplished currently ranked as a top producer, with career success exceeding revenue and sales goals through the sales, loan products and services. Expert at reviewing and analyzing client information and applications, identifying financial needs, and making financial recommendations that result in high yield performance loans. Strengths in cultivating partnerships and building lasting relationships. Adept at working in fast-paced environments, employing strong organizational skills with a ention to detail. Ambitious and driven to achieve new levels of success. Mortgage Loan Products & Services Business Development Quality Customer Service & Retention Customer Acquisition Financial Products & Services Marketing Financial Services Account Management Financial Advising Confidentiality Market Trends Brand Development Loan Eligibility Financial Regulatory Compliance Client Prospecting Loan Closing Procedures Conventional & Government Guidelines Loan Processing & Underwriting Communication Promotional Marketing Strategies Relationship Management Networking Staff Hiring, Supervision & Training Property Evaluations Mortgage Lending Policies & Procedures Revenue Generation Branch Management Account Management, Government, Sales training Banking, Hiring, Supervision Brand Development, Marketing Strategies, Unique Business Development, Marketing Cash handling, Market Closing, Networks Cold calling, Networking Credit, Network Clients, Policies Client, Producer Excellent customer service, Quality Customer Service, Real estate Documentation, Relationship Management Financial, Sales Market research and analysis Sales development Negotiations Relationship selling

  • Referral Network Development
  • Product Education
  • Loan Feasibility Assessment
  • Complaint Handling
  • Problem Solving
  • Loan File Review
  • Tax Liability Calculation
  • Property Evaluation
  • Payment Schedule Computation
  • Application Review
  • Attention to Detail
  • Credit History Review
  • Fraud Detection and Prevention
Work History
Commercial Lender, 02/2021 - Current
Glacier Bancorp Burns Trailer Court, MT,
  • Developed prospects for new loans by conducting cold calls weekly.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Monitored pipelines to track and log status of loans.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
  • Managed assigned loan portfolio for retention, growth and credit.
  • Analyzed and underwrote requests for new loans and loan renewals.
  • Embraced growth and excellence-oriented atmosphere to support bank-wide initiatives.
  • Supported complete and accurate loan file documentation.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Explained different types of loans pertaining to client situations.
  • Worked with underwriters to fix application problems and resolve issues.
  • Reviewed loan files and updated to match current standards.
  • Planned and dealt with payment schedules.
Mortgage Loan Specialist, 01/2019 - 02/2021
Habitat For Humanity Bridgewater, NJ,
  • Prospect for new clients through local Realtors, builders, key influencers, and various business networks throughout the community, continuously a racting new mortgage loan applications
  • Examine applications and supporting documentation to determine credit worthiness and calculate repayment risk prior to approval
  • Complete mortgage loans by monitoring collection, verification, and preparation of mortgage loan documents
  • Schedule and complete mortgage loan closings
  • Key contributions include …
  • Ranked as Top Producer, consistently maintaining a $3M/20 loans per
  • Ummary
  • Kills
  • Xperience month minimum pipeline in mortgage loans
  • Known as a “go-ge er” in the market for quickly building a valuable network of referrals.
Circle, Service Specialist, 01/2014 - 01/2019
  • Rendered quality customer service in marketing various merchant processing products/services to prospective and existing business customers
  • Developed relationships with prospects through cold calling and canvassing within target client segments
  • Trained and advised new hires, existing employees, and banking center managers
  • Key contributions include …
  • Recognized as Rookie of the Month for 12 consecutive months
  • Developed and executed promotional marketing strategies that drove engagement and led to new business
  • Initiated and delivered profitable solutions to increase revenue/customers and establish a solid corporate brand.
Assistant Vice President & Merchant, Service Specialist, 01/2011 - 01/2014
  • Educated and advised customers on financial portfolios, banking decisions, and loan eligibility
  • Opened and managed accounts with prospective, new, and current customers
  • Trained employees and upper management on products, services, updates, policies, and procedures
  • Key contributions include …
  • Devised weekly reports to track metrics for Sales and upper management to provide insight on initiatives and opportunities for growth and assist in making decisions/recommendations
  • Demonstrated a high level of commitment to extending the highest level of customer service to all customers.
Bachelor of Arts: Business Management, Expected in
- ,
Status -
High School Diploma: , Expected in 07/1999
San Fernando Highschool - San Fernando, Los Angeles, CA
Status -

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Resume Overview

School Attended

  • San Fernando Highschool

Job Titles Held:

  • Commercial Lender
  • Mortgage Loan Specialist
  • Circle, Service Specialist
  • Assistant Vice President & Merchant, Service Specialist


  • Bachelor of Arts
  • High School Diploma

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