licensed loan officer resume example with 2+ years of experience

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

Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships. Dependable Loan Officer possessing in-depth knowledge of direct and indirect lending products, finance concepts and CLASS. Trustworthy professional with expertise in prospecting, closing and maintaining client relationships. Results-oriented loan specialist, knowledgeable about wide range of loan products. Professional in working with different customers to meet individual needs and maximize bank revenue. Analytical problem-solver tenacious in pursuing sales opportunities. Enthusiastic Loan Officer provides excellent customer service throughout loan origination process. Well-versed in all types of loans and application processes. Consistently exceeds sales expectations. Thorough and detail-oriented Loan Officer brings proven expertise in evaluating packages with balanced approach encompassing both risk mitigation and profit goals. Excels at marketing products and developing referral networks to sustain customer base. loan specialist with demonstrated command of loan processing. secured and unsecured personal loans, expert with developed aptitude for interpretation. Multilingual and fluent in Spanish and intermediate level Mandarin, offering solid comprehension of cultural diversity.

  • Sales Expertise
  • Bottom Line LoanMaster Loan Servicing
  • Problem-Solving
  • Collections Proficiency
  • Credit History Review
  • Loan File Review
  • Excellent Communicator
  • Cash Handling Expert
  • Knowledge of VA Loan Process
  • Customer Service-Focused
  • Corporate Financial Statements
  • Income Evaluation
  • Financial History Analysis
  • Excellent Time Management
  • Problem Solving
  • Loan Feasibility Assessment
  • Attention to Detail
  • Application Review
  • Interpretation of speech and text
  • Translation of documents
  • Spanish
  • Mandarin
11/2021 to Current
Licensed Loan Officer Guaranteed Rate, Inc. WA, State,
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Met with applicants to obtain information to streamline loan application process, fielding questions regarding steps.
  • Spent ample time with each applicant to break down complex information into terms that easy to understand.
  • Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
08/2020 to 11/2021
Cashier Trainer General Dynamics Pittsfield, MA,
  • Collected payments and provided accurate change.
  • Wrapped items and carefully bagged purchases to prevent merchandise breakage.
  • Learned roles of other departments to provide coverage and keep store operational.
  • Verified customer age requirement for weapon and ammunition purchase
  • Helped with purchases and signed customers up for rewards program. i was number one in my district for marketing.
  • Worked closely with front-end staff to assist customers.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity. worked withing COVID 19 policies and maintained a sanitary place for customers.
  • Directed trash removal and sanitation procedures to keep aisles and register area organized.
  • Helped customers find specific products, answered questions and offered product advice. Especially with ammunition and martial arts gear.
  • Answered customer questions and provided store information.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Tracked company inventories, moved excess stock and arranged products to improve sales.
  • Scanned merchandise using point-of-sale system for accurate purchase totals.
  • Inspected store products for damage and obtained item replacements for customers.
  • Discounted purchases by scanning and redeeming coupons.
  • Disseminated information to customers regarding account updates, new service additions and promotional offers.
  • Reported pricing discrepancies to supervisor.
  • Delivered high level of customer service to patrons using active listening and engagement skills.
  • Used suggestive selling techniques to promote add-on sales.
  • Recommended complementary and discounted items to customers to increase sales.
10/2019 to 01/2021
Financial Clerk Central Arizona College City, STATE,
  • Replenished office supplies, placing new orders for restocking to maintain inventory.
  • Executed account updates and noted account information in company data systems.
  • Managed communication flow by answering phones, routing and screening calls and coordinating incoming and outgoing mail.
  • Generated various financial reports for supervisors and managers for review and forecasting.
  • Adhered to regulatory and company security and audit procedures.
  • Used dynamic research and interpersonal skills to swiftly resolve customer issues.
  • Maintained customer financial information and files.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • classified documents and maintained confidentiality with delicate information.
Education and Training
Expected in 05/2021 to to
Associate of Arts: Communications
Central Az College - Casa Grande, AZ,
Expected in 05/2019 to to
High School Diploma:
Vista Grande High School - Casa Grande, AZ
Native/ Bilingual
Chinese (Mandarin):
  • Recognized as Employee of the month for outstanding performance and team contributions.
  • Consistently maintained high customer satisfaction ratings.
  • Created highly effective new program that significantly impacted efficiency and improved operations. I trained a lot of employees in marketing strategies to increase the flow of promotion and exceed sales especially in holiday season all throughout the district.

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Resume Overview

School Attended

  • Central Az College
  • Vista Grande High School

Job Titles Held:

  • Licensed Loan Officer
  • Cashier Trainer
  • Financial Clerk


  • Associate of Arts
  • High School Diploma

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