Customer Service Rep/Loan Officer Resume Example Holiday Financial Services, Inc

CUSTOMER SERVICE REP/LOAN OFFICER

Summary

A Skilled and dedicated Administration Assistant with extensive experience at multi-tasking, coordination, planning and maintaining a strong attention to detail. Employs professionalism and superior communication skills to meet client and company needs. Thrives in a fast paced dynamic environment

Experience

08/2006 to Current

Customer Service Rep/Loan OfficerHoliday Financial Services, IncClearfield, P A Present Provide efficient and accurate services to customers including, but not limited to: Process consumer loan applications using GOLDtrack system in accordance with established policies and procedures, gathering all necessary information, which will allow proper underwriting to occur Daily transactions- process payments with check, money order, cash or direct debit Take deposits to bank Have check signing authority Maintain reports using Microsoft office and Microsoft Excel Order supplies Delinquency management and loan solicitations Profile new and existing customers in order to suggest and open quality loan accounts Work hand in hand with branch manager ensuring successful branch operations Recommend quality loans for approval, as measured by delinquencies and other contributory factors Have credit authority as demonstrated through sound judgment, knowledge and experience Discover customer needs, develop solutions and implement plans to meet and exceed customer goals and expectations Actively promote and market HFSC products and services within the Corporation's sales vision Open new loan accounts and sell products in accordance with established policies and procedures Manage delinquency through mail correspondence, telephone contact and follow up, and in office discussions Manage loan security interests of the branch through diligent efforts to perfect liens and maintain proper collateral insurance protection utilizing available technology using VINTEK (electronic title program) with PENN Dot and maintain proper insurance collateral protection Maintain contact with insurance companies ensuring proper vehicle coverage on collateral being held File disability and unemployment claims for clients working with the appropriate insurance companies Access credit bureaus with Experian and accurately analyze credit profiles Complete, submits and maintains records and documentation that is accurate and thorough Responds to customer inquiries, manages complaints and/or resolves customer problems Follows up with existing customers to ensure satisfaction and generate potential opportunities Establish and maintain dealer contacts, loan referrals and business development sources.which may involve contact outside the formal office setting Compose month end reports Actively seeks professional development transfers suggestions into daily practice, participates well in staff meetings, adapts well to changes in processes and duties Process turndowns

11/2004 to 08/2006

Customer Service RepClearfield Consumer Discount - Clearfield, P AObtain, input and process loan applications for personal loans/mortgages/vehicle loans Handle all office duties- phones, copying, deposits, mail filing and supply ordering Order and analyze credit bureaus Take payments from customer through mail or in person Work with insurance companies for vehicle/homeowner coverage File disability and unemployment claims Assist with month end and balancing reports due Process turndowns and correspondence to customers

01/2004 to 11/2004

TellerCNB BankClearfield, P A Perform all banking transactions with speed, efficiency and accuracy Deliver superior service to maximize sales, customer service satisfaction and retention Accepts deposits, cash checks, issue official and traveler's checks Process withdrawals and loan payments, TT&L payments Process exchange transactions, currency/coin requests Close checking and saving accounts Handle routine customer questions, problems and concerns Contribute to teamwork by helping and supporting staff

03/2003 to 01/2004

Senior Teller/Back up Vault and ATMCitizens Bank - State CollegeP A Perform all banking transactions and procedures Able to open and close bank branch Prepare necessary reports to close branch each day Process daily ATM transactions Order weekly currency for ATM Responsible for weekly audit/balancing of ATM Received Certificate of Excellence for top referring Teller Office Manager/Accounting Clerk Servpro - St. Mary's City, M D Performed all office manager duties Computerized a manual working office Took over all accounting duties from Comptroller to include: Bank Deposits, Bank Reconciliation, GL postings, Accounts Receivables/ Accounts Payable, Payroll, Sales and Use Tax, 1040ES, Royalties, etc.

Education

Certificate: Business AdministrationPenn State UniversitySelect One: Business Administration Penn State University - Altoona, P A Certificate: Tax Preparation H&R Block - Norfolk, V A

Certificate: Financial ManagementSt. Mary's CollegeCertificate: Financial Management St. Mary's College - Norfolk, M D

Accomplishments

Microsoft Office proficiency Appointment setting
Proper phone etiquette Database management
Articulate and well-spoken Customer service-oriented
Time management AR/AP
Flexible Payroll
Excel spreadsheets Administrative support specialist
Meticulous attention to detail Self-starter
Professional and mature Business correspondence
Strong problem solver
Invoice processing
Works well under pressure

Certifications

Certificate: Tax Preparation Certificate: Financial Management Certificate: Notary Public

Skills

Customer Service, Payments, Receptionist, Retail Sales, Claims, Correspondence, Credit, Disability, File, Loans, Sales, Cash, Satisfaction, Access, Accounts And, And Sell, Business Development, Clients, Customer Inquiries, Documentation, Dot, Exceed, Excel, Microsoft Excel, Microsoft Office, Ms Office, Operations, Penn Dot, Security, Solutions, Telephone, Underwriting, Copying, Filing, Ordering, Exchange, Maximize Sales, Accounting, Accounts Payable, Accounts Receivables, All Accounting, Audit, Bank Reconciliation, Clerk, Gl, Office Manager, Payroll, Receivables, Reconciliation, Sales And, Administrative Support, Ap, Ar, Articulate, Database, Database Management, Etiquette, Invoice, Phone Etiquette, Problem Solver, Self-starter, Time Management, Financial Management

Resume Overview

Companies Worked For:

Holiday Financial Services, Inc
Clearfield Consumer Discount - Clearfield, P A
CNB Bank
Citizens Bank - State College

School Attended

Penn State University
St. Mary's College

Job Titles Held:

Customer Service Rep/Loan Officer
Customer Service Rep
Teller
Senior Teller/Back up Vault and ATM

Degrees

Certificate : Business Administration
Certificate : Financial Management

Customer Service Rep/Loan Officer Resume Example

Resume Score: 90%

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