contract review specialist resume example with 6+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

A principled professional offering roughly 5 years of demonstrated experience and integrity within the financial services industry. Strong communicator who collaborates effectively with both internal and external partners to increase client satisfaction and loyalty. Work well both independently and as part of a team with minimal supervision in fast-paced and high demand environments. Competent problem solver offering efficient solutions to produce highly effective and quality work. Eager to apply existing competencies combined with new challenges to new long-term position.

  • Application preparation and loan document evaluation
  • Organization and interpersonal skills
  • Manage complex projects and programs autonomously
  • Data entry and equipped with mortgage loan processing essential skills
  • Strong work ethic and enhanced knowledge of legal compliance
  • Critical thinking and analytical skills
Work History
02/2021 to Current Service Delivery Analyst IV Paramount Equity Mortgage | San Diego, CA,

FUNDER/BOOKER (PPP processing engagement for a large financial institution) |February-May|

  • Reviewed commercial loans for accuracy to successfully fund and book new loans into system. Identified potential discrepancies and remained responsible for them while collaborating with teammates and at times leadership, maintaining a sense of urgency until issue was resolved.
  • Added value to this engagement by doing what’s right, taking initiative by asking leadership for additional tasks and efficiently finishing what was assigned to me. Monitored pipelines to track and log status of loans.
  • Maintained respectful line of communication with my peers by answering questions, clarifying misunderstandings and taking initiative to help in every way contributing to overall enhancement of team morale and efficient production goals.
  • Collaborated with cross-functional teams to support, review and edit loan applications to promote efficiency and accuracy. Maintained strict confidentiality of bank records and client information. Observed all regulatory, compliance and security policies and procedures to keep data as safe as possible.

Quality Control Analyst (Quality control for anti-money laundering case investigations engagement for a large financial institution) |August-Ongoing|

  • Performed Quality Control review of completed investigations reviewing case narratives, supporting documentation and determining if investigations were in accordance to approved protocols and standards.
  • Conducted research, gathered information from multiple sources and presented results that helped determine if results support original investigator's decision.
  • Organized and conducted detailed examinations of information generated and deliver continuous analytical support for long-term complex investigations.
06/2020 to 07/2020 CONTRACT REVIEW SPECIALIST Firstservice Residential | Galloway, NJ,
  • Worked remotely across multiple screens, analyzing multiple contracts in order to define contractual vs non contractual agreements between parties.
  • Conducted thorough review of contracts daily in order to determine what and how information is being shared as well as identified possible errors within each vendor agreement.
  • Utilized mapping process to capture data for accuracy as well as in order to determine if contract is complete, incomplete and or what was missing for review.
  • Within limited time frame, gained thorough understanding of the foundation of the vendor contracting software as it applies to analyzing contracts.
12/2015 to 06/2020 EXECUTIVE ADMINISTRATIVE ASSISTANT Cadence Bank | Sun City, FL,
  • Communicated with customers and external partners collecting and reviewing high priority documents required before submission to various municipalities. Consistently met government standards, respected urgent inspection deadlines and compliance requirements, resulting in positive customer experiences, smoother procedures and more efficient workflow.
  • Delivered consistent value to client relationships by regularly following up with clients, consistently responded to emails and other correspondences, resulting in strengthening of relationships with municipalities, increase of partnerships, proposal opportunities and finalizing of new contracts.
  • Entrusted to review, update and manage company contracts resulting in new revenue opportunities, expansion of relationships for existing clients and development of new relationships that consistently increased over time for both residential and commercial clients.
  • Obtained, organized and accurately entered time sensitive data into company software systems. Efficiently trained new employees on daily processes, operations and company software. Contributed to monthly review of account receivable and payables process.
  • Reduced costs by consistently collaborating with owners to review company vision, infrastructure, operations, and any areas of savings or growth and development opportunities and its long-term impact. Worked remotely, collaborating with decision makers to drive change, resulting in converting paper forms to digital formats, developed call log, employee training guide and power point presentations with ongoing updates for efficient user-friendly learning experience for both new or existing employees.
06/2016 to 06/2018 FINANCIAL SERVICE SPECIALIST III Regions Bank Inc. | City, STATE,
  • Developed trust and earned sustained credibility with partners of both internal and external loan processing and underwriting teams. Identified potential roadblocks for successful customer experiences by extensive research, careful review of loan documentation and provided solutions for unexpected events. Operated with high integrity and demonstrating thorough due diligence before, during and after loan closings often times resulting in advanced scoring during sales and operation report reviews.
  • Provided consultative conversations identifying unmet needs and consistently resolved customer complaints by following up with clients to ensure optimal customer satisfaction, often resulting in cross selling opportunities, exceeding quarterly loan goals, excellent customer service satisfaction surveys and branch champion for resolving customer issues in clear, courteous straightforward manner.
  • Worked directly with management to brainstorm and discuss monthly and quarterly strategies for optimal growth opportunities. Trained and directed new hires during on boarding process.
  • Created team engagement, informational and coaching sessions. Continued education on current banking products and services through regions bank training program resulted completing Regions Bank B3 Certified Financial Specialist Program.
06/2013 to 06/2015 PERSONAL BANKER II SunTrust Banks Inc. | City, STATE,
  • Created positive customer experiences during loan process by effectively communicating with customers, loan processors and underwriting partners during loan applications, resulting in cross sales, referrals, and consistent customer satisfaction.
  • Assisted customers with Initiating and closing of multiple loan applications and signing up for new services.
  • Deepened client relationships by conducting consultative conversations as well as providing thorough understanding of company products and benefits of them.
  • Sought additional growth opportunities by networking, cold calling, lobby management and broadening partnerships, at times resulting in closing of investment, mortgage and merchant service accounts.
Expected in 05/2023 to to | Business And Information Management Seminole State College of Florida, Sanford, FL GPA:

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Resume Overview

School Attended

  • Seminole State College of Florida

Job Titles Held:

  • Service Delivery Analyst IV


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