loan documentation specialist resume example with 6 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.

  • Data accuracy
  • Document organization
  • Skilled in Software
  • Tracking document flow
  • Quality Management
  • Responsible
  • Leadership
  • Teambuilding
  • Reading comprehension
  • Conflict resolution
  • Written Communication
  • Customer service
  • Analytical skills
  • Collaboration
  • Standard operating procedures
  • Compliance controls
  • Project support
  • Adaptability
Work History
11/2020 to Current Loan Documentation Specialist Columbia Banking System, Inc. | Goldendale, WA,
  • Carefully reviewed all documents and reports for completeness and accuracy.
  • Scanned, filed and transmitted various documents and adhered to digital filing procedures.
  • Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
  • Maintained document archive and file server of approved documents and drawings to provide easy traceability and retrievability.
  • Allocated unique document numbers to internal documents and incoming external documents and tracked in database.
  • Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
  • Reviewed and validated details of loan applications and closing documentation.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Filed completed loan applications with underwriting and made approval or denial recommendations.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
07/2019 to 11/2020 Customer Service Representative Rentokil Initial | Hicksville, NY,
  • Exceeded team goals and collaborated with staff members to implement customer service initiatives.
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Answered customer questions about products and services, helped locate merchandise and promoted key items.
  • Processed payments and returns with accuracy and efficiency.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer needs through competent customer service and prompt problem-solving.
  • Answered customer questions about product availability and shipment times.
  • Responded to customer requests for products, services and company information.
  • Demonstrated high attention to detail, organization, and ability to manage multiple tasks and projects simultaneously.
  • Responded to customer inquiries via phone, email, and web-based platforms.
  • Exhibited high energy and professionalism when dealing with all levels of clients and staff.
  • Requested escalation for unresolved issues.
  • Took payment information and other pertinent information such as addresses and phone numbers to place orders.
05/2015 to 07/2019 Retail Associate T.J. Maxx | City, State,
  • Greeted customers, helped locate merchandise and suggested suitable options.
  • Assisted customers by answering questions and fulfilling requests.
  • Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
  • Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
  • Balanced and organized cash register by handling cash, counting change and storing coupons.
  • Maintained clean sales floor and straightened and faced merchandise.
  • Organized store merchandise racks and displays to promote and maintain visually appealing environments.
  • Checked pricing, scanned items, applied discounts and printed receipts to ring up customers.
  • Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
  • Checked prices for customers and processed items sold by scanning barcodes.
  • Used POS system to process sales, returns, online orders and gift card activations.
  • Refunded payments for returned items, processed exchanges and offered store credit to achieve customer satisfaction.
  • Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
  • Performed stocking and informed management of low inventory quickly.
  • Actively engaged customers to provide general assistance and information on store merchandise.
  • Worked closely with Job title to solve problems and handle customer concerns.
  • Processed information and merchandise through POS register system.
  • Contributed to design and setup of merchandise displays promoting key products, creating aesthetically pleasing arrangements to attract customer attention.
Expected in 06/2016 Diploma | South Pointe High School, Rock Hill , GPA:
Expected in | Science Coastal Carolina University , Conway, Sc, GPA:
Expected in | Dental Hygiene York Technical College, Rock Hill, SC GPA:

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Resume Overview

School Attended

  • South Pointe High School
  • Coastal Carolina University
  • York Technical College

Job Titles Held:

  • Loan Documentation Specialist
  • Customer Service Representative
  • Retail Associate


  • Diploma

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