Jessica Claire
, , 100 Montgomery St. 10th Floor
(555) 432-1000 - - resumesample@example.com - -
(555) 432-1000 - - 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
|
|
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
High School Diploma:
Mary G Montgomery High School - Semmes, AL
Mary G Montgomery High School - Semmes, AL
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy
Disclaimer
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
- Length
- Measurable Results
- Personalization
- Target Job
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
By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy
*As seen in:
