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lending center specialist resume example with 15+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Personable and dedicated Customer Service Representative with extensive experience in the banking industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain member satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Skills
  • Complying with legal statutes
  • Verifying information
  • Team building
  • Organizational skills
  • Generating reports
  • Application preparation
  • Processing documents
  • Critical thinking
  • Inbound and Outbound Calling
  • Communicating with clients
  • Training experience
  • Quality control
Education and Training
Daniel Boone High School Gray, TN, Expected in 05/2002 High School Diploma : - GPA :
Experience
Premier Federal Credit Union - Lending Center Specialist
Charlotte, NC, 08/2021 - 11/2022
  • Reviewed client documentation and contracts for discrepancies and mistakes.
  • Verified client financial information to determine creditworthiness and loan eligibility.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Updated client account information and records in company databases.
  • Informed customers of loan application requirements and deadlines.
  • Stayed abreast of lending regulations, industry trends and market rates.
  • Identified valuable solutions for customers with credit problems.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Spoke with applicants to obtain information for loan applications and answer questions about processes.
  • Located and suggested loan packages that met client needs and priorities.
  • Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
  • Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
Glacier Bancorp - Member Service Representative
Anaconda, MT, 08/2017 - 08/2021
  • Answered member questions about products and services.
  • Helped members resolve account problems and navigate internal systems to handle routine needs.
  • Managed members conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
  • Offered exceptional customer service to differentiate and promote company brand.
  • Handled calls for new sign-ups, service cancellations and cross-selling opportunities.
  • Profiled members to uncover opportunities for additional business.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Promoted available products and services to customers during service, account management and order calls.
  • Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
  • Enhanced member relationships by providing excellent service during each interaction.
  • Presented and explained services and products to meet member needs.
Boeing Employees Credit Union - Card Services Representative
Remote, SC, 10/2014 - 08/2017
  • Answered customers' questions and explained available services and products.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Supported sales team members to drive growth and development.
  • Improved product knowledge on continuous basis to provide optimal service.
Eastman Credit Union - Home Equity Loan Processor
City, STATE, 03/2007 - 03/2014
  • Submitted detailed loan packages to underwriting department to facilitate approval or denial processes.
  • Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval.
  • Managed loan application pipeline by completing and submitting reports within allotted turn-around times.
  • Inspected loan documentation for mistakes and corrected discrepancies.
  • Gathered property appraisals, surveys and tax records to update mortgage loan files.
  • Contacted outside sources, references and vendors to verify client financial information.
  • Managed conditions sent from underwriting departments.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Maintained complete confidentiality of submitted information according to release guidelines.
  • Completed closing process by collaborating with attorneys, title companies and government clerks.

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Resume Overview

School Attended

  • Daniel Boone High School

Job Titles Held:

  • Lending Center Specialist
  • Member Service Representative
  • Card Services Representative
  • Home Equity Loan Processor

Degrees

  • High School Diploma

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