LiveCareer-Resume

loan administrator resume example with 13+ years of experience

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

Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.

Skills
  • Debt and credit management
  • Trans union Application Engine
  • Bottom Line LoanMaster Loan Servicing
  • Customer service-focused
  • Collections proficiency
  • Planning
  • Team building
  • Conflict resolution
  • Relationship building
  • Troubleshooting
  • Communication
  • Problem resolution
  • Team management
  • Basic math
  • People skills
  • Cash register operation
  • Cash handling
  • Coin counting
  • Bank deposits
  • Credit and cash transactions
  • Effective customer upselling
  • Customer assistance
  • Cash drawer balancing
  • Cash management
  • Payment processing
Experience
09/2012 to 07/2021
Loan Administrator First Republic Los Angeles, CA,
  • Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
  • 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.
  • Observed corporate and federal regulatory policies in terms of data security, privacy and confidentiality.
  • Spent ample time with each applicant to break down complex information into terms that easy to understand.
  • Performed daily maintenance of loan applicant database.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Cultivated partnerships with individuals and firms to better promote products meeting customers' needs.
02/2010 to 03/2012
Lead Teller America First Credit Union Saratoga Springs, UT,
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
  • Kept teller window areas clean, organized and fully stocked.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Completed monthly audits and managed overdraft reports.
  • Performed currency transaction reports for foreign currency.
  • 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.
  • 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.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Handled daily team scheduling and properly staffed shifts.
  • Took on additional shifts during busy periods to minimize staffing shortages.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Reduced errors by double checking transactions.
  • Prepared and submitted documentation for bank records and compliance purposes.
  • Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
  • Researched and resolved open items and deposit issues.
  • Verified amounts and integrity of every check or funds transfer.
  • Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
  • Reconciled loan totals and balanced daily cash deposits and bank vault inventory with zero error rate.
  • Counted as much as $1,000,000 in daily funds with manual and machine-assisted methods.
  • Assisted tellers with daily activities such as check approval, adding checks, locating errors and resolving member related questions.
  • Performed regular audits of teller activities maintaining signed records.
  • Earned high volume of referrals as part of bank's sales incentive system.
  • Evaluated, documented, and provided on-going feedback to tellers to improve work performance.
01/2007 to 12/2009
Customer Service Representative Quipt Home Medical Walnut Creek, CA,
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Educated customers on special pricing opportunities and company offerings.
  • Documented conversations with customers to track requests, problems and solutions.
  • Assisted customers in making payments on accounts and setting up payment plans.
  • Fielded customer complaints and queries, fast-tracking them for problem resolution.
  • Upheld strict quality control policies and procedures during customer interactions.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Reviewed customer account information to determine current issues and potential solutions.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Built client rapport while accurately processing repair documentation and troubleshooting technical discrepancies through completion.
  • Remained constantly aware of customer activity to ensure safe and secure shopping environment.
  • Made outbound calls to obtain account information.
  • Assessed customer needs and upsold products and services to maximize sales.
  • Answered 100+ inbound calls per day and directed to individuals or departments.
  • Reviewed account and service histories to identify trends and issues.
  • Set up and activated customer accounts.
  • Supported operational improvements and resolution of problems to deliver top-notch customer service.
  • Exceeded company productivity standards on consistent basis.
Education and Training
Expected in to to
: Computer Science
TSTC - Harlingen, TX
GPA:
Expected in 03/2006 to to
GED:
Gulf Coast Trades Center - Harlingen, TX
GPA:

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Resume Overview

School Attended

  • TSTC
  • Gulf Coast Trades Center

Job Titles Held:

  • Loan Administrator
  • Lead Teller
  • Customer Service Representative

Degrees

  • Some College (No Degree)
  • GED

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