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indirect lender resume example with 6+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - - -
Summary

Dependable Loan Officer possessing in-depth knowledge of direct and indirect lending products, finance concepts and job-related software such as Goldtrack, CIM, Excel, Microsoft office . Offering 7+ years of experience evaluating, recommending and authorizing approval of different type of loans. Trustworthy professional with expertise in managing complete loan processes, including prospecting, closing and maintaining client relationships.

Skills
  • Bank security issues
  • Account coding aptitude
  • Customer service-focused
  • Equifax Application Engine
  • Collections proficiency
  • Issuance of CDs
  • NCR Cash recycler
  • Excellent time management
  • Sales expertise
  • Typing 40 WPM
  • Excellent communicator
  • Cash handling expert
  • Friendly
  • Reliable
  • Energetic
  • Cash dispenser operation
Experience
06/2021 to Current
Indirect Lender Desjardins Group Forestville, MD,
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
  • Completed loan documents sent to our department from dealerships to finalize customers accounts.
  • Responsible for following up and receiving participation reimbursements from dealerships monthly.
  • Sending customers GAP cancellation documents with other documents to send to dealerships to complete for customers refunds. Monitored for refunds monthly.
  • Processed paid out accounts. Made sure customers received titles/lien releases within 30 days of loan being paid off.
12/2018 to 05/2021
Assistant Teller Supervisor First Financial Bankshares Southlake, TX,
  • Supplied tellers with coin and currency.
  • Verified amounts and integrity of every check or funds transfer.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Managed and balanced cash vault, audits and general ledger accounts.
  • Verified transactions involving cashier's checks, money orders and account transfers.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Counted as much as $100000.00 in daily funds with manual and machine-assisted methods.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Examined checks for identification and endorsement.
  • Balanced daily cash deposits and vault inventory with zero error rate.
01/2017 to 11/2018
Teller BBVA Compass Bank City, STATE,
  • Maintained confidentiality of bank records and client information.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Adhered to financial services security and audit procedures.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Directed specific questions to appropriate branch personnel.
  • Entered member transaction data into online banking software.
  • Assessed daily reports and generated notification letters to delinquent account holders.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Kept teller window areas clean, organized and fully stocked.
  • Reconciled cash and checks against computer records at end of shift.
  • Responded and assisted customers with account inquiries and updates.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Entered transactions into computer and issued customer receipts.
  • Processed sales transactions to prevent long customer wait times.
  • Explained bank services, financial products and applicable fees to customers.
  • Promoted and sold banking products and financial services.
  • Performed currency transaction reports for foreign currency.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
  • Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
06/2015 to 12/2016
Part Time Teller Wells Fargo Bank, N.A. City, STATE,
  • Maintained confidentiality of bank records and client information.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Adhered to financial services security and audit procedures.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Directed specific questions to appropriate branch personnel.
Education and Training
Expected in 05/2007 to to
High School Diploma:
Mary G Montgomery High School - Semmes, AL
GPA:

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Resume Overview

School Attended

  • Mary G Montgomery High School

Job Titles Held:

  • Indirect Lender
  • Assistant Teller Supervisor
  • Teller
  • Part Time Teller

Degrees

  • High School Diploma

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