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loan officer assistance customer service specialist resume example with 11+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues. Detail and solution oriented, Well versed in working with business partners, customers; fellow employees and management. Thrives in maintaining a compassionate and positive attitude, friendly and welcoming demeanor during customer interaction. Excellent time management skills.

Skills
  • Fluent in Spanish - Spoken and written
  • Calm and Professional Under Pressure
  • Understanding Customer Needs
  • Transaction Processing
  • Verbal and Written Communication
  • Efficient and Detail-Oriented
  • Responding to Difficult Customers
  • Customer Service
  • Upbeat and Positive Personality
  • Creative Problem Solving
  • Courteous with Strong Service Mindset
  • Payment Processing
  • Team-Oriented and Cooperative
  • Cultural Awareness and Sensitivity
  • Patient and Empathetic
  • Administrative and Office Support
  • Customer Account Management
  • Data Entry
  • Translation and Interpretation Services
Experience
07/2016 to 11/2022 Loan Officer Assistance /Customer Service Specialist Service First Mortgage | Mckinney, TX,
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Developed strong customer relationships to encourage repeat business.
  • Set up and activated customer accounts by taking new loan application or cross referencing information with clients to ensure accuracy prior to running credit, taking payment and enrolling in loan programs
  • Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
  • Documented customer correspondence in CRM to track requests, problems and solutions.
  • Educated customers on special pricing opportunities and company offerings.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Mentored new employees on procedures and policies to maximize team performance.
  • Made outbound calls to obtain account information.
  • Provided exemplary level of service to customers to extend relationships for future business opportunities.
  • Translated documentation from Spanish to English as well as English to Spanish.
  • Served as translator between Spanish speaking customers and non Spanish speaking Loan Officers and other parties throughout the loan process.
  • Prepared and translated Flyer Templates, emails and notices into Spanish.
02/2013 to 07/2016 Junior Loan Processor Service First Mortgage | Fort Worth, TX,
  • Calculated income, assets and liabilities to meet lender requirements.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Managed conditions sent from underwriting departments.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Maintained complete confidentiality of submitted information according to release guidelines.
  • Created and completed loan submission packages.
  • Interfaced with borrowers to obtain needed items and prepare applications for underwriting review.
  • Reviewed initial client documentation to structure and submit loan package.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Interviewed applicants to identify needs and evaluate eligibility for loans or mortgages.
  • Scanned and uploaded loan and related documents into system.
  • Answered questions and advised customers regarding loans and transactions.
  • Accepted payment on accounts.
  • Translated documentation from Spanish to English as well as English to Spanish
  • Served as translator between Spanish speaking customers and non Spanish speaking Loan Officers and other parties throughout the loan process
  • Prepared and translated Flyer Templates, emails and notices into Spanish
08/2011 to 01/2013 Junior Loan Processor Pacific Mercantile Bank | City, STATE,
  • Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
  • Researched insurance information and flood certificates.
  • Calculated income, assets and liabilities to meet lender requirements.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Managed conditions sent from underwriting departments.
  • Interfaced with borrowers to obtain needed items and prepare applications for underwriting review.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Scanned and uploaded loan and related documents into system.
  • Answered questions and advised customers regarding loans and transactions.
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
  • Accepted payment on accounts.
Education and Training
Expected in to to High School Diploma | Santa Fe High School, Santa Fe Springs, CA GPA:

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Resume Overview

School Attended

  • Santa Fe High School

Job Titles Held:

  • Loan Officer Assistance /Customer Service Specialist
  • Junior Loan Processor
  • Junior Loan Processor

Degrees

  • High School Diploma

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