Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Commercial Lending Assistant with over 20 years in the banking industry and an 8 year background in loan processing, document review and extensive customer service experience, both internal and external. Excellent analytical and communication skills.
  • Strong banking ethics
  • Proficient in Word/Excel
  • Self-sufficient
  • Positive attitude
  • Superior organization skills
  • Financial transactions expertise
  • Goal-oriented
  • People-oriented
Work History
Commercial Lending Assistant, 04/2012 - Current
American National Bank Of Texas Dallas, TX,
  • Compiles database of loan applicants\' credit histories, corporate financial statements and other financial information.
  • Complies with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Maintains friendly and professional customer interactions.
  • Processes loan applications for consumer and commercial loans
  • Assists loan officers with loan documentation requirements
  • Open checking accounts for commercial customers
Mortgage Loan Processor, 01/2011 - 04/2012
Bok Financial Jenks, OK,
  • Processed mortgage loan applications
  • Reviewed client information submitted for completeness
  • Developed and maintained relationships with local real estate agents.
  • Submitted loan applications to the underwriter for verification and recommendations.
  • Successfully closed an average of 10 loans per month.
  • Maintained strict confidentiality of bank records and client information.
Construction Loan Processor, 04/2008 - 12/2010
Capitol Federal Savings Bank Wichita, KS,
  • Processed and reviewed all construction loan applications
  • Maintained construction project filesfor completion
  • Disbursed all loan proceeds as needed
  • Reviewed and edited loan agreements to ensure accuracy
  • Maintained excellent working relationships with attorneys to ensure timely closings
Associate of Science: Marketing, Expected in 1985
South University - Savannah Georgia,

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Job Titles Held:

  • Commercial Lending Assistant
  • Mortgage Loan Processor
  • Construction Loan Processor


  • Associate of Science

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