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jr loan processor resume example with 5+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Results-oriented Loan Processor highly effective at coordinating documents and processes between departments, individuals and government offices. Expert negotiator, problem solver and organizer. Over 2 years of experience in loan processing and mortgages.

Skills
  • Verbal and Written Communication
  • Microsoft Office
  • Lending Software Systems
  • Time Management
  • Legal Documentation
  • Customer Service
  • Problem Solving
  • Customer Communication
  • Data Entry
  • CRM Software
Work History
Jr Loan Processor, 03/2019 - 03/2022
Smartfinancial, Inc. Pigeon Forge, TN,
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Handled any conditions sent from underwriting departments.
  • Maintained long-term relationships with customers to provide best-in-class customer service.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues. (manage over 60 clients on pipeline)
  • Closed loan during the month from 25 to 35
  • Set up and completed loan submission packages.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering FHA and Convectional loans
  • Produced and submitted completed loan packages to title and escrow professionals.
Bank Teller, 12/2013 - 11/2014
Lithia Motors Thousand Oaks, CA,
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Check and manage over 100 customers on pipeline.
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Reconciled cash drawer and resolved discrepancies.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Placed orders for customer checks and verified starting numbers.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Counted and packaged currency and coins.
  • Sold and cross-sold bank products to new and existing customers.
  • Answered telephone inquiries on banking products, including checking, savings, loans and lines of credit.
  • Processed customer transactions promptly, minimizing wait times.
Office Manager, 01/2012 - 11/2013
GOLDMARK:patent And Law Agency City, STATE,
  • Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Communicated corporate objectives across all divisions through regular correspondence and scheduled status updates.
  • Utilized client and staff feedback to maintain customer partnerships and increase revenue.
  • Established and developed strong administrative team by delivering ongoing coaching and motivation and fostering career advancement.
  • Developed standard operating procedures for all administrative employees.
  • Managed office operations while scheduling appointments for department managers.
  • Managed CRM database, including troubleshooting, maintenance, updates and report generation.
  • Developed and implemented office management procedures to increasing training team productivity and accuracy.
Education
BBA: Banking And Financial Support Services, Expected in 12/2014
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National Academy of Statistics, Accounting, Audit - Kiev, Ukraine,
GPA:
Status -
Languages
English :
Full Professional:
Negotiated :
:
Ukrainian :
Native or Bilingual:
Negotiated :
:
Russian :
Native or Bilingual:
Negotiated :
:

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Resume Overview

School Attended

  • National Academy of Statistics, Accounting, Audit

Job Titles Held:

  • Jr Loan Processor
  • Bank Teller
  • Office Manager

Degrees

  • BBA

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