Credit Documentation Analyst Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

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

Executive Assistant who is skilled at multi-tasking and maintaining a strong attention to detail. Employs professionalism and superior communication skills to meet client and company needs.

Key Skills
  • Microsoft Office proficiency
  • Sharepoint
  • Excel spreadsheets
  • Database management
  • Accounting
  • AS/400
  • Administrative support specialist
  • Legal administrative support
  • Appointment setting
  • Mail management
  • Meeting planning
  • Travel administration
  • Executive presentation development
  • Business correspondence
  • Scheduling 
  • Proper phone etiquette
  • Meticulous attention to detail
  • Professional and mature
  • Strong problem solver
  • Works well under pressure
  • Understands grammar
  • Self-starter
  • Excellent Multi-tasker
  • Time management
  • Flexible
  • Top Performer of MB Financial Bank in 2007 - Received an award and monetary bonus for strong attention to detail, exemplary customer service and team-player attitude.
  • Successfully trained staff during mergers in all office systems and databases, policies and procedures while focusing on minimizing errors and generating superior results.
  • Chosen for testing of all new software programs to streamline implementation and roll out.
  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
02/2016 to Current
Credit Documentation Analyst Arbor Hospice Bloomfield Hills, MI,
  • Commercial Workflow System expert from deal inception.
  • Prepare all approved Loan Committee deals in Custom Lender program.
  • Meticulous attention to detail required to verify accuracy of all loans submitted to produce an error free deal
  • Perform all due diligence searches, recordings and regulatory requirements
  • Facilitates funding of loans / Works with title companies on closings
  • Manages exceptions reports
11/1999 to 02/2016
Executive Assistant Arbor Hospice Dearborn, MI,
  • Executive Assistant to the Group President, 3 Senior Vice Presidents and 4 Lending Officers
  • Investigated issues and problems and drafted responses to urgent requests.
  • Served as a liaison between company president and clients regarding client accounts and new business.
  • Assisted with travel expenses and reimbursement requests.
  • Supervise and coach other Associates within the division.
  • Perform annual reviews for direct reports.
  • Schedule and Delegate daily work to Division Associates
  • Manage calendars for all Executives / Officers in the Division
  • Process all department invoices through Accounts Payable
  • Process and verify accuracy for all loan documentation requests
  • Manage exception reports / Account opening / Account maintenance
  • Work with Loss Prevention Department on handling of any fraudulent accounts
  • Review analysis statements for accuracy, sales opportunities and customer need changes on a quarterly basis.
  • Maintained and coordinated executive and senior management vacation, day-to-day meeting and travel schedules.
  • Handled and distributed all incoming and outgoing mail.
  • Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
02/1992 to 11/1999
Executive Assistant Arbor Hospice Holland, MI,
  • Executive Assistant to the President and 3 Senior Vice Presidents
  • Served as a professional representative of the CEO to executive clients, investors and board members.
  • Maintained and coordinated executive and senior management vacation, day-to-day meeting and travel schedules.
  • Scheduled Board of Directors meetings and assisted with meeting materials and agendas.
  • Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
  • Coordinate all customer based functions (mass mailings, event planning, etc.) for 13 centers
  • Coordination and Reporting on Internal Incentive Program
  • Software trainer for the banking centers
  • Loan Documentation preparation / Research Customer Information.
1990 to 1991
Executive Assistant Barrett Business Services Rialto, CA,
  • Assistant to 4 Executives
  • Aid Senior Vice Presidents in preparation of departmental budgets
  • Arrange all out of town travel, conventions and meetings
  • Process and complete state insurance license and bond applications
  • Maintain follow-up system for license and bond renewals
  • Handle all correspondence and administrative duties for company's brokerage, regional operations, marketing and underwriting units.
  • Prepare and verify monthly expense reports and all incoming reports for 9 regional offices
  • Prepare and maintain files for all company agency and broker contracts.
1989 to 1990
Legal Secretary Arbor Hospice Saline, MI,
  • Assistant to Senior Partner, Commercial Attorney, Bankruptcy Attorney and Litigation Paralegal
  • Processed and distributed invoices to bill clients.
  • Composed and revised legal documents, including letters, depositions and court documents.
  • Maintained the master calendar for client appointments and court appearances.
  • Proofed documents and submitted to attorneys for review
  • Maintain daily attorney time log and enter data
  • Special projects for Administrator
  • High Profile Client litigation case file organization
1988 to 1989
Executive Assistant Cushman & Wakefield Inc Lake Worth, FL,
  • 16 individuals (titles ranging from Executive Vice President to Manager)
  • Designed PowerPoint presentations for monthly divisional meetings with top-level executives.
  • Gather weekly time logs and expense reports
  • Travel arrangements for all Executives for various conferences, meetings, etc.
  • Collaborated with other administrative team members and departments on special projects
  • Correspondence, filing and all other administrative duties.
1983 to 1988
Legal Analyst Continental Bank N.A City, STATE,
  • Coordinate all activities and productivity of individuals in the department
  • Meeting preparation, scheduling and information reporting
  • Process Legal invoices and retain accurate log of all invoices
  • Produce monthly general ledger and status reports and balance general ledger
  • Database training for attorneys, paralegals and secretaries
  • Kept accurate running time log for 63 attorneys and 18 paralegals
  • Monthly, quarterly and yearly productivity reports.
Expected in
Morton College - Cicero, IL
Expected in
Our Lady of Lourdes High School - Chicago, IL

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


Resume Strength

  • Formatting
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • Morton College
  • Our Lady of Lourdes High School
Job Titles Held:
  • Credit Documentation Analyst
  • Executive Assistant
  • Executive Assistant
  • Executive Assistant
  • Legal Secretary
  • Executive Assistant
  • Legal Analyst

Similar Resume

View All
Commercial Documentation Analyst II
Documentation Analyst Closing Supervisor
Documentation  Analyst / Graphic Designer