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Credit Documentation Analyst Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Summary

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
Accomplishments
  • 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.
Experience
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.
Education
Expected in
:
Morton College - Cicero, IL
GPA:
Expected in
:
Our Lady of Lourdes High School - Chicago, IL
GPA:

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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
Degrees

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