lending specialist 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: - - : - -
  • Customer Satisfaction
  • Financial and Tax Consulting
  • Multitasking and Prioritization
  • Complex Problem Solving
  • Analytical and Critical Thinking
  • Effective and Professional Communication
  • Data Entry and Multitasking Abilities
  • Technical Support
  • Research and Analysis
Professional Summary

Sales oriented professional with a strong background in Finance, Leadership, Client Care and Relationship Management. Accomplished and Dependable in building customer base and exceeding business goals. Well-versed in Customer Engagement Strategies.

Professional Experience
11/2022 to Current
Merchant Consultant Lobel Financial , , New York, NY
  • Attain balanced performance including assigned sales and revenue goals, operational excellence/risk and client experience standards.
  • Develop successful online sales operations from scratch by establishing and following strategic vision, mission and operational plans.
  • Act as a champion for clients by connecting expertise across the company that helps them achieve their goals.
  • Establish relationships with associations, centers of influence and vendor partners among others.
12/2019 to 11/2022
Credit Solution Advisor Bmo , , Yonkers, NY
  • Provided clients with guidance and advice to uncover their lending and financial needs.
  • Partnered closely with financial center employees as part of one team to deliver exceptional client care.
  • Conducted daily morning business briefs to recognize success, share best practices, set the focus of the day and gather commitments.
  • Diagnosed performance reports in order to effectively create action plans to improve production and customer satisfaction.
  • Ensure loan applications are completed accurately and contain required information and supporting documentation.
  • Proactively explained variety of mortgage products and services available and offer recommendations based on evaluation of individual prospect needs.
  • Guided customers through the mortgage application process and expectations regarding processing times and closing dates.
  • Generated a pipeline averaging 50+ loans totaling a minimum of $3M in financing.
04/2017 to 12/2019
Relationship Manager First National Bank , , Bronx, NY
  • Achieved Client Experience Championship through quality service, productivity, and follow up procedures.
  • Contributed to the success of the branch's business development efforts by identifying and visiting potential business customers in order to gain a full understanding of the customer's needs.
  • Collaborated with various departments to develop good partnerships and delivered individualized customer solutions.
  • Cultivated strong relationships and pipeline by meeting new and existing prospects on a daily basis from off-sites sources, events and outreach.
  • Led all internal and external sales initiatives including loan production by achieving excellence in both the “what” and “how” overall performance/behavioral expectations in (Consumer Accounts, Business Accounts, Home Loans, Credit Cards, Business Lending and Investment Referrals).
  • Proactively maximized sales opportunities by using needs-based assessment tools to analyze and determine client's life priorities.
  • Team coach and mentor to new hires associates.

08/2016 to 04/2017
Relationship Banker Hmn Financial, Inc. , , Upper Manhattan, NY
  • Assisted with client meetings and discussions covering client care strategy, account performance, new products, and market developments in an effort to promote growth and acquisition.
  • Engaged financial advisors, portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities.
  • Attended client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service.
  • Monitored and reported on client satisfaction and managed the resolution of client escalations.
  • Coached team members and served as digital ambassador.
01/2016 to 08/2016
Universal Banker Company Name , , New York, NY
  • Assisted customers in exploring potential options and available financial services in order to help them achieve their financial goals.
  • Developed and maintained a broad knowledge of products and services to appropriately support client's needs.
  • Established a strong rapport with branch managers and provided administrative support at local branches during staffing shortages.
  • Supervised branch operations and made continuous improvements in designated areas.
01/2015 to 01/2016
Tax Field Manager Company Name , , Bronx, NY
  • Assisted with simple to moderate tax-related financial inquiries, entries and disclosures.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Facilitated communication between clients and tax authorities.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Assisted Tax Director with accounting for income taxes in US and for International subsidiaries.
  • Associate of the Month in Westchester, Yonkers Region | September 2022.
  • Awarded Employee of the Year in 2021.
  • Quarter 2 2020 176.49% | Top Performer Award.
  • Quarter 3 2019 117.59% | Associate of the Month for the Region.
  • Quarter 2 2019 144.05% | Top Performer Award.
  • Quarter 1 2019 133.27% | Consumer & Small Business Leadership Team Recognition.

Expected in to to
BBA: Business Administration And Management
Lehman College of The City University of New York - ,
Expected in to to
Associate of Science: Mathematics And Computer Science
LaGuardia Community College of The City University of New York - ,

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Resume Overview

School Attended

  • Lehman College of The City University of New York
  • LaGuardia Community College of The City University of New York

Job Titles Held:

  • Merchant Consultant
  • Credit Solution Advisor
  • Relationship Manager
  • Relationship Banker
  • Universal Banker
  • Tax Field Manager


  • BBA
  • Associate of Science

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