consumer loan processor resume example with 14+ 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:

Results-driven professional with over 18 years of experience within financial aid, customer service, and client services. Analytical coordinator skilled in successfully improving efficiency through aligning interdepartmental efforts. Clear communicator focused on building and maintaining valuable relationships and delivering the highest quality client service. Aspiring to utilize my customer service skills to secure employment within the banking industry and continue my expertise in client services.

  • Student assistance
  • Check processing
  • Account management
  • Database maintenance
  • Customer support and assistance
  • Assistance program knowledge
  • Leadership
  • Effective customer communication
  • Critical thinking
  • Problem resolution
  • Administrative abilities
  • Debt and credit management
  • Risk management evaluation background
  • Repayment procedures
  • Credit Applications
  • Fraud Department
  • Refinancing
Consumer Loan Processor, 10/2021 - Current
Bancfirst Corporation Tahlequah, OK,
  • Relieves the Loan Advisor of administrative detail and coordinates loan work flow by screening calls, preparing loan packages for submittal and communicating with vendors, clients, and staff.
  • Responsible for interpreting and reviewing purchase agreements, appraisals, tax forms, and title documentation.
  • Handle all inquiries within licensing capacity and maintain client database and calendar.
  • Responsible for credit verification including employment, assets, rental history, credit reports, etc.
  • Review documentation and provide conditions for loan approvals needed to comply with underwriting guidelines.
  • Responsible for determining whether a loan meets eligibility requirements utilizing DU/LP.
  • Proficient using LOS and AUS systems
  • Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing.
  • Completes loan applications, proposals and offers for new borrowers and follows up with pending applications.
Financial Aid Counselor, 09/2019 - 04/2021
Doane University Crete, NE,
  • Determines student’s title IV eligibility and awards federal, institutional, and private source of financial aid to student within appropriate guidelines and regulations.
  • Builds rapport, and effectively communicates and counsels with enrolled and prospective students (and their families) about financial aid and other alternative methods of funding.
  • Maintains institutional files and databases: certify student loan application, Makes adjustments to over-under awards by determining the amount of aid to be canceled or repaid while ensuring accuracy in system data entry and processing, and contacting students regarding possible alternative payment methods.
  • Documented conversations with students to track requests, problems and solutions.
  • Delivered high level of service to students to both maintain and extend relationships for future opportunities.
  • Managed and updated physical and digital student account information to keep records accurate and current.
  • De-escalated problematic student concerns, maintaining calm, friendly demeanor.
Client Service Coordinator, 07/2016 - 05/2018
H&R Block, Inc. Ashland, OH,
  • Coordinate with department leadership to increase transparency and efficiency.
  • Collect financial aid status information to assist Financial Department.
  • Communicate consistently with management on regulatory compliance and conformity with verification processes.
  • Monitor FAFSA for up to 5000 students for PAVE and Traditional Verification Departments.
  • Resolve FAFSA issues, C-Codes, Direct Loan limit issues with NSLDS and COD Department of Education internal systems.
  • Review scholarship eligibility and advise clients and students on costs and advantages of various programs.
  • Assist VP of processing with reconciliation of grants and conducted interviews and gathered information via telephone.
  • Oversaw addressing of students' requests for friendly, knowledgeable service and support.
  • Shared detailed information regarding options to help students make decisions.
Financial Aid Counselor, 07/2004 - 10/2015
Doane University Lincoln, NE,
  • Delivered timely, professional, and comprehensive counseling to financial aid applicants, parents, and students.
  • Reviewed student progress per semester and presented notifications of warning or suspensions as necessary.
  • Identified solutions to any issues arising between students, the office, and any relevant outside organization.
  • Maintained up-to-date knowledge of all financial resources and federal regulations.
  • Harnessed supervisory skills overseeing work study program.
  • Received and posted payments to loan accounts.
  • Provided one-on-one counseling to students regarding financial aid program options and requirements.
  • Assisted students in understanding academic application processes, admissions requirements and financial aid options.
  • Audited student files to confirm accuracy and completion according to defined guidelines.
  • Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
Education and Training
Bachelor of Applied Science: Management, Expected in 2011
Status -
Associate of Applied Technology: Computer Programming, Expected in
Status -
Diploma: Medical Lab Tech, Expected in
Status -

· Accomplished SAE 10-day goal by assisting students complete their FAFSA application after student’s initial enrollment with our admission team.

· Increased file completion rate of 91% each semester to meet goal of enrolling 120 students.

· Accurately without errors processed all student payment contracts before the start of each semester.

· Maintain at least 95% accuracy for all student files submitted.

· Reduced student calls on finalizing financial aid by 6% through increased efficiency and departmental coordination.

· Repeatedly achieved targeted goal of 85%+ repackaged on week one and 250 to 432 students every six weeks.

· Coordinated, awarded, and reconciled over $185K federal college funding.

· Reduced processing time nearly 50% by developing customization worksheet to expedite verification.

· Oversaw caseload of more than 1300 students.

· Acted as hiring supervisor in management of interviews, hiring, and payroll for $120K yearly budget work study program.

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Resume Overview

School Attended


Job Titles Held:

  • Consumer Loan Processor
  • Financial Aid Counselor
  • Client Service Coordinator
  • Financial Aid Counselor


  • Bachelor of Applied Science
  • Associate of Applied Technology
  • Diploma

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