commercial loan assistant resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Profile
Highly qualified, detail-oriented and hardworking leader with more than 24 years of experience. Proficient in research, writing, employee management and client relations. Expert computing and technology skills including competence in multiple software applications, and social media. Proven track record of obtaining results, multi-tasking, problem solving, and dependability. 
  • Critical thinking
  • Managing multiple priorities
  • Conflict resolution
  • Eye for detail
  • Microsoft Office Suite
  • PowerPoint
  • Social media and networks
  • Legal documentation/contracts
MBA: Business Administration, Expected in 2016
Spring Arbor University - Spring Arbor, MI
Status -
BBA: Business Administration, Expected in 2011
Baker College - Jackson, MI
Status - GPA 3.50, Deans List
Work Experience
Commercial Loan Assistant, 01/2011 - Current
Business First Bank Shreveport, LA,

-Responsible for the commercial loan process from beginning to end, job duties include:

  • Ordering and reviewing title insurance, appraisals, environmental reports, flood certifications, UCC searches, etc.
  • Completing and processing all commercial loan documents which includes: promissory notes, mortgages, security agreements, guarantees, UCC filings, etc.
  • Paying all outstanding invoices, lien holders, clients, etc.
  • Adapt quickly to sudden changes in terms, conditions, and other commercial loan variables and work closely with commercial loan officers
Assistant Branch Manager, -
, ,
  • Actively oversaw training for new branch employees
  • Supervised Teller Staff
  • Analyzed applicants financial status, credit and property evaluation to determine feasibility of granting loans
  • Educated customers on the variety of loan products and available credit options
  • Executed the loan origination process, including ordering credit reports, appraisals, preliminary title reports, UCC searches, environmental reports, insurance information and flood certificates
  • Created and closed loan documents for all types of personal loans that include, home Equity, and car loans
  • ACH Manager
  • Actively organized and participated in community events
Management Trainee, -
, ,
  • Trained on all aspects of branch operations
  • Focused on the development and improvement of problem solving, leadership, and customer services skills
Assistant Branch Manager, 03/2007 - 03/2011
Arthur J Gallagher & Co. Texas, AL,
  • Supervised Teller Staff
  • Process customer transactions that include, deposits, withdrawals, loan payments, open and close accounts, etc.
  • Delivering excellent customer service and maintaining positive customer relationships
  • Balance cash drawers, ATM, and Vault
  • Solve problems as they arise on a daily basis
Lead Teller, 11/2004 - 03/2007
Rollins, Inc Ashland, OR,
  • Trained and developed incoming employees
  • Conducted employee performance reviews
  • Handled customers inquiries and follow up if needed
  • Provided approvals in accordance with bank\'s policies and procedures when needed to complete certain transactions
  • Opened new accounts
  • Performed daily and monthly audits on cash drawers, vaults and ATMs
  • Responsible for communicating monthly goals to staff then meeting them
  • Qualify customers for loans then prepare and close them

Customer Service Supervisor, 08/1991 - 01/2004
Arthur J Gallagher & Co. Cape Girardeau, MO,
  • Prepare staff schedule and conduct monthly staff meetings
  • Qualify customers for loans then prepare and close them
  • Responsible for coordinating branch maintenance
  • Responsible for building sales and positive customer relationships
  • Organize and participate in community events
Other Skills and Personal Attributes
  • Proficient in several different banking, loan, and other software solutions
  • Understand the importance of securing confidential information and records using the highest of standards
  • Maintained positive professional relationships with customers and coworkers
  • Decisive, conscientious, and goal oriented
  • Excellent management, listening, and team building skills
Community Service
  • Participate in Chamber of Commerce Functions
  • Member of the Rotary Club of Jackson
  • Member of the Athletic Boosters Club
  • Trustee on the Homer School Board

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Resume Overview

School Attended

  • Spring Arbor University
  • Baker College

Job Titles Held:

  • Commercial Loan Assistant
  • Assistant Branch Manager
  • Management Trainee
  • Assistant Branch Manager
  • Lead Teller
  • Customer Service Supervisor


  • MBA
  • BBA

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