Loan Officer Assistant resume example with 5+ years of experience

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

My objective has been set to obtain a challenging position where my experience, my interpersonal skill and communication skills will allow me to excel in today's market, and highly contribute to the growth of the company and the achievement of its goals.

  • Strong work ethic
  • Client services
  • Hardworking mentality
  • Detail-oriented
  • Research/due diligence
  • Team player
  • Problem solving
  • Organized
07/2018 to 02/2020
Loan Officer Assistant Flushing Bank Garden City, NY,
  • Submitted completed loan applications, including recommendations for underwriting approval or denial.
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Organized, filed and maintained customer, department and regulatory loan records.
  • Examined and verified information in loan application and closing documents.
  • Checked applicant credit, personal references and employment histories.
  • Scheduled staffing for multiple branch locations.
  • Delivered prompt, accurate and excellent customer service.
01/2016 to 10/2018
National Account Manager Newell Brands Forest, VA,
  • Authored intensive sales reports on representatives and customer categories to recommend detailed plans and implement through marketing and promotional programs.
  • Connected with current customers to assess satisfaction, determine needs and offer new services.
  • Monitored customer complaint trends to drive satisfaction improvements and adjusted operational strategies to reduce issues.
  • Oversaw inventory purchases and sales contracts to keep records current and compliant.
  • Pro-actively identified and solved complex problems impacting sales and business direction.
  • Re-engaged lapsed accounts to establish relationships and promote products.
  • Demonstrated products at customer locations and answered questions.
05/2015 to 10/2017
Customer Service Representative Apex Systems Bell, CA,
  • Assessed customer needs and up sold products and services to maximize Service sales.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Assisted approximately 50 customers each day with New promotions questions.
  • Reviewed account and service histories to identify trends and issues.
  • Resolved average of 100 inquiries per week to consistently meet performance benchmarks, including speed, accuracy and volume.
  • Escalated customer concerns, store issues and inventory requirements to supervisors.
  • Worked with managers to develop service improvement initiatives.
  • Delivered high level of service and support to each customer, paving way for future business opportunities.
  • Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
  • Set up and activated customer accounts.
  • Collected customer feedback and recommended procedural or product changes to enhance future service delivery.
  • Consulted with customers to determine best methods to resolve service and billing issues.
  • Answered 100+ inbound calls per day and directed to designated individuals or departments.
09/2013 to 08/2014
Legal Assistant Adelson, Testan, Brundo, Novell & Jimenez San Luis Obispo, CA,
  • Managed communication with courts regarding status of petitions and granted orders.
  • Provided administrative support services for senior partners and firm associates for various types of litigation.
  • Handled all telephone calls, meeting plans and conference organization requirements.
  • Prepared thorough, accurate and well-edited documents for cases, client communication and internal needs.
  • Maintained master calendar for client appointments and court appearances.
  • Coordinated subpoena services and other day-to-day support activities for legal office.
  • Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
  • Diligently performed administrative tasks including answering phones, greeting clients, scheduling appointments and making travel arrangements.
  • Drafted, received and tracked due diligence checklist.
  • Performed intake and conducted client interviews, providing documents in both English and Spanish.
  • Organized legal memoranda and client correspondence.
  • Drafted wide breadth of legal documents, including interrogatories, admissions requests and examination materials.
  • Composed and typed routine letters of correspondence.
  • Participated in client interviews, observed questioning process and took notes to document information.
  • Corresponded daily with clients, insurance adjusters, doctors and attorneys.
  • Oversaw legal team appointments, hearing and depositions schedules.
  • Conducted client interviews and all client intake services.
Education and Training
Expected in 06/2006
Northampton Community College - Bethlehem, PA

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Resume Overview

School Attended

  • Northampton Community College

Job Titles Held:

  • Loan Officer Assistant
  • National Account Manager
  • Customer Service Representative
  • Legal Assistant


  • GED

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