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Customer Service Rep/Loan Originator Resume Example

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CUSTOMER SERVICE REP/LOAN ORIGINATOR
Summary
Seasoned banking professional with strong leadership and interpersonal skills who adds energy and value to an organization's quest for excellence.
Summary of Skills
Expert in MS Office Suite
  • Word
  • Excel
  • Power point
  • Outlook

Basic Accounting

  • GAAP
  • Financial Statements
  • Bookkeeping
  • Analysis





Customer Service

  • Call Center
  • Face to Face
  • Sales
  • Retention
Computer Skills
  • Windows
  • Metavante
  •  SAP
  • Customer Assist
Experience
09/2015 to Current
Customer Service Rep/Loan OriginatorCompany Name － City, State
  • Respond to customer phone inquiries regarding a full range of banking products such as checking, savings, HSA, IRA and Money Market accounts.
  • Originate Home Equity Loans and Line of Credit applications.
  • Meet sales goals monthly
  • Process card maintenance and online banking request.
  • Generate revenue by cross selling products and services.
06/2012 to 08/2012
Customer Service RepresentativeCompany Name － City, State
  • Respond to customer phone inquiries regarding stock and direct registration plans
  • Process sales requests
  • Process payments for research Walk through corporate actions with customers regarding split stocks and auctions.
  • Mail out initial packages for purchases of stocks for various companies.
04/2010 to 10/2011
Customer Service RepresentativeCompany Name － City, State
  • Respond to customer phone inquiries regarding electrical supply
  • Set up Deferred Payment Plans Process Payments for customer's account
  • Issue restores and updates service orders Report electrical troubles.
01/2006 to 10/2009
Telephone Banking RepresentativeCompany Name － City, State
  • Responded to customer phone inquiries regarding full range of customer transactions and banking products and services
  • Generated new business by cross selling products to new and established customers.
  • Used Troubleshooting and research to tackle account problems
  • Used policies and procedures to resolve complaints within the bank's guidelines
  • Initiates corrective action within scope of responsibility
  • Advised management of irregular or recurring problems and suggests improvements to improve the service provided by the phone carrier
  • Protected the Bank's assets/income while continuing to maintain the confidentiality of client information
  • Executed wire transfer of funds.
03/1999 to 09/2005
Client Service Representative IICompany Name － City, State
  • Maintained positive relationship with Middle Market Clients pertaining to Treasury Products and Cash Management products.
  • Researched and resolved internal and external clients phone inquiries in a small call center
  • Interfaced with clients to identify potential areas for operation improvements on Lockbox and ACH Managed daily workflow including reviewing mail, faxes and email to ensure timely and accurate responses
  • Communicated and maintained employee policy and procedures.
  • Handled escalated supervisory calls Provided service and solutions within bank's guidelines to customers Provided sales and service support to Small Business Clients in a call center environment.
  • Participated in opening and closing of accounts.
  • Reconciliation on Business Checking, Savings, Loans, and Money Market accounts.
  • Promote positive cash flow through Cash Management Products.
  • Maintained an excellent customer service approach to handle daily interactions.
  • Identified sales leads for cross-selling opportunities.
10/1990 to 02/1999
Financial Administrator/Systems Operator/SalespersonCompany Name － City, State
  • Prepared accessories and furniture store day sheet for balancing.
  • Monitored all registered daily transactions, such as register audits, credit authorizations, and tender errors.
  • Managed stores daily operations including daily deposits, opening and closing of registers and sales floor, and replenishing cash drawers.
  • Monitored and supported AS/400 systems and data communications network Provided company-wide support on all systems, including computers, registers, and credit authorizations (VISA).
  • Coordinated equipment repairs and general maintenance schedule.
  • Provided administrative support, including generating and distributing central reports.
Education
5/2015
Associate of Science: AccountingAmerican Public University － City, State, USA
Skills
administrative support, Adobe, PhotoShop, approach, AS/400, banking, call center, cash flow, Cash Management, closing, credit, client, Clients, excellent customer service, data communications, email, faxes, funds, Lotus 1-2-3, Market, Excel, Mail, Money, Outlook, PowerPoint, Windows 7, Windows 8, Windows 3.1, 95/98, NT, MS-Word, network, policies, Quickbooks, Quicken, Relationship Management, repairs, research, selling, sales, SAP, supervisory, phone, tender, Treasury, Troubleshooting, Vista, workflow
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Resume Overview

School Attended

  • American Public University

Job Titles Held:

  • Customer Service Rep/Loan Originator
  • Customer Service Representative
  • Telephone Banking Representative
  • Client Service Representative II
  • Financial Administrator/Systems Operator/Salesperson

Degrees

  • Associate of Science : Accounting

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