loan documentation specialist resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • :

Self-motivated banking professional offering strong organizational, communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.

Key Skills
  • Detail-oriented
  • Analytical
  • Excellent time management
  • Friendly
  • Reliable
  • Customer service-focused
Relevant Work Experience
Loan Documentation Specialist, 03/2010 to Current
Columbia Banking System, Inc.Mount Angel, OR,
  • Performed monetary, maintenance and research transactions.
  • Set up escrow accounts for tax, insurance and reserves.
  • Prioritized and disbursed funds from escrow on a timely basis.
  • Performed analysis of escrow accounts and generate statements.
  • Monitored and corrected daily exception reports.
  • Assisted in quality review of the team's daily work.
  • Effectively communicated with lenders, other departments and outside resources.
  • Participated in training of new staff, system testing and performance enhancement.
  • Assisted in updating written department procedures.
File Review/Loan Auditor, 2005 to 02/2007
TCF National BankCity, STATE,
    Audited loans for compliance of bank credit policies and all federal and state regulations relative to retail mortgage lending.
  • Reviewed, corrected and maintained monthly regulatory reports such as HMDA.
  • Analyzed and approved settlement statements for home purchase loans.
Consumer Lending Manager/Bank Officer, 05/1996 to 2005
TCF National BankCity, STATE,
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Performed daily maintenance of the loan applicant database.
  • Prepared documents and closed all approved loan applications.
  • Educated customers on the variety of loan products and available credit options.
  • Provided exceptional on-going customer service.
Work History
Production Coordinator, 02/2007 to 03/2010
Pyramid Creative GroupKaukauna, Wisconsin
Associates Degree: Printing and Publishing/Prepress, Expected in May 2007 to Fox Valley Technical College - Appleton, Wisconsin
Bachelors Degree: Business Administration, Expected in May 1994 to Marian College - Fond du Lac, Wisconsin

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Resume Overview

School Attended

  • Fox Valley Technical College
  • Marian College

Job Titles Held:

  • Production Coordinator


  • Associates Degree
  • Bachelors Degree

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