Consumer Loan Officer Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Dedicated Caseworker well-versed at liaising with clients to foster access to community resources, treatment and assistance programs. Strong background in supporting client treatment plans and financial education. Compassionate and driven with unfailing work ethic and passion for helping others.

  • Financial transactions expertise
  • Proficient in 10-key
  • Communications
  • Relationship development
  • Customer service
  • Organization
  • MS Office
  • Problem resolutions
  • Business operations
  • Team management
  • Finance knowledge
  • Detail-oriented
  • Excellent time management
  • Referrals and networking
  • Social services
  • Crisis Intervention
  • Case Management
  • Solution-based interventions
  • Cooperative
  • Functional Behavioral Assessments (FBA)
  • Life skills counseling
  • Confidential case documentation
  • Analytical thinking
  • Life skills development
  • Psychosocial assessments expert
  • Data collection and management
Work History
Consumer Loan Officer, 08/2018 to Current
Altura Credit UnionRiverside, CA,
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Developed prospects for new loans by conducting 25 cold calls weekly.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Successfully closed average of 15 loans per month.
  • Increased customer satisfaction by resolving risk-credit issues.
  • Worked with financial inexperienced customers to understand needs and provide customer service.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Bachelor of Social Work Intern, 09/2017 to 12/2017
Sanford HealthOrange City, IA,
  • Mediated between family members to facilitate conflict resolution and build healthy family relationships.
  • Conducted outreach to local referral sources to build strong partnerships for supportive services.
  • Assisted Social Workers with wellness checks and visits to supervise separated families.
  • Assisted Nurses with medical records reviews to facilitate improved performance and quality assurance.
  • Performed client screenings and accurately recorded data in case files to facilitate clinical case coordination services and case management duties.
  • Offered community resource guidance to clients to meet family needs for assistance.
  • Attended over 300 hours of meetings, conferences and training courses to advance professional knowledge of social work.
  • Completed detailed charts to summarize interactions with patients and booked follow-up sessions.
  • Developed treatments and casework programs for average of 15 patients per month.
  • Obtained and supplied information to coordinating agencies to provide best possible guidance to clients.
  • Provided social work services to Geriatric groups, including psychosocial assessments, individual and family therapy, case management, discharge planning and referrals.
Intern, 06/2017 to 08/2017
Boys And Girls ClubCity, STATE,
  • Factored-in abilities, needs and interests of participants in development of events and programs.
  • Coordinated and led art, exercise and tutor activities for both small and large groups.
  • Supervised camper activities to address behavioral issues and promote fun, safety and inclusivity.
  • Kept track of allergies and dietary restrictions, verifying correct meals and snacks were given to campers.
  • Performed clerical duties, including registering participants and answering specific event inquiries.
  • Delivered comprehensive therapeutic services to children, adolescents and adults to support child welfare and prevention services.
  • Instructed participants on activities' goals, procedures and safety considerations to promote beneficial outcomes for all campers.
  • Conducted outreach to local referral sources to build strong partnerships for supportive services.
Bachelor of Science: Social Work, Expected in 12/2014
Texas A&M University - Commerce - Commerce, TX
  • Member of Phi Eta Sigma, Alpha Lamda Delta Freshman Honor Society
  • Dean's List Fall and Spring Semester 2014-2017
  • Elected to Secretary for Epsilon Sigma chapter of Alpha Kappa Alpha, Sorority Incorporated in 2015.
  • Member of Alpha Kappa Alpha , Sorority Incorporated
High School Diploma: , Expected in 06/2014
Cedar Hill High School - Cedar Hill, TX,
  • Member of Student Council, Student Leadership, High-school Heroes, and Fashion Club
  • Graduated with 3.7 GPA
  • Graduated in Top 5% of Class
  • Graduated with honors during Resource One Credit Union Intro to Leadership Development Program in 2019
  • Graduated Expert Leadership Development Program with Resource One Credit Union in 2020
  • FiCep Financial Counselor
  • Notary Public

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Resume Overview

School Attended
  • Texas A&M University - Commerce
  • Cedar Hill High School
Job Titles Held:
  • Consumer Loan Officer
  • Bachelor of Social Work Intern
  • Intern
  • Bachelor of Science
  • High School Diploma

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