loan officer resume example with 2+ years of experience

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

Finance expert with 3-year background in consumer financing, loan administration, default management and customer service. Excellent Financial modeling skills, Financial analytics and communication skills.

CA Advisory Professional in Accountancy: Accounting, Expected in 12/2022
Zambia Institute of Chartered Accountants - Lusaka,
  • Continuing education in ZICA Application level & Advisory Level
Bachelor of Arts: Economics, Expected in 03/2019
The University of Zambia - Lusaka, Zambia,
High School Diploma: , Expected in 12/2012
Canisius High School - Monze District,

ZICA - Student Member

  • Financial transactions expertise
  • Financial analysis aptitude
  • Self-motivated professional
  • Team work
  • Leadership
  • Customer service
  • Microsoft Office, QuickBooks, Pastel/SAGE
  • Data management
  • Risk management assessments
Loan Officer, 03/2021 to Current
Umpqua Bank CorpArcata, CA,
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Assisted senior-level credit officers with complex loan applications.
  • Created strategies to develop and expand existing customer sales by 50%.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets.
  • Reviewed and edited loan agreements to promote efficiency and accuracy by 100%.
  • Maintained friendly and professional customer interactions.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
Senior Analyst, 09/2019 to 03/2021
A Place For MomSeattle, WA,
  • Loan processing and approval.
  • Market analysis and competitor's intelligence gathering.
  • Loan sales and loan advisory.
  • Monthly repayment account reconciliation.
  • Petty cash maintenance and monthly reconciliation.
  • Project cost maintenance and reconciliation.
  • Purchase requisition and receipt/Invoice follow up.
  • Outstanding Debt recovery and follow up.
  • Maintenance of legal documents, filling, and submission.
  • Product advert supervision and production.
  • Financial literacy script writing and supervision.
  • Company and Individual risk assessment and reporting.
  • Fixed asset auditing and reporting.
  • Successfully processed loans with 98% accuracy and free of errors.
  • Successfully implemented online processing workflow that maintained customer service during covid-19 pandemic.
  • Took lead in implementation and designing of loan processing app to improve customer experience.
  • Successfully recovered 17% of written off debt and 90% of monthly loans processed.
  • Successfully met payment deadlines for suppliers.
  • Took lead in accounts reconciliation audits.
  • Helped solve diverse program problems with in-depth analysis.
  • Applied knowledge of data modeling and statistical analysis to note trends and draw conclusions.
Data Entry Volunteer, 03/2019 to 08/2019
  • HIV viral load and TB data collection.
  • Updating client information in SMARTCARE software.
  • Updating and filling of client viral results.
  • Collection and submission of work Timesheets.
  • Assisting senior strategic information assistants in report writing.
  • Successfully uploaded error free USAID health Data in Smart- care software.
  • Took lead in writing HIV/AIDS District reports.
  • Entered numerical data into databases with speed and accuracy using 10-key pad.
  • Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
DISTRICT PLANNING INTERN, 08/2017 to 01/2018
Petauke District CouncilCity, STATE,
  • Ensured project proposals by major stake holder were updated in council data base.
  • Advised on available funding of Constituency development fund available to major stakeholder.
  • Participated in drafting tenders for approved projects.
  • Conducted financial and social appraisals for proposed projects.
  • Successfully appraised over 20 Petauke District project proposals.
  • Documented project costs and Tenders with 0 errors.
  • Successfully budgeted 10 approved projects funded by C.D.F (Constituency Development Fund).
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement.
  • Worked closely with socio economic planner to maintain optimum levels of communication to effectively and efficiently complete projects.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
Temporary Paymaster, 08/2014 to 09/2014
NWK Agricultural ServicesCity, STATE,
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Arranged paper and electronic payment records to maintain well-organized fill systems and recordkeeping compliance.
  • Checked prices for customers and processed items sold by scanning barcodes.
  • Operated cash register to record all transactions accurately and efficiently.
  • Processed cash and credit purchases.
  • Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
  • Assisted customers by answering questions and fulfilling requests.
  • Repeatedly commended by superiors for excellent customer service.
  • Supervised team of 3 staff members.
  • Collaborated with team of 4 in the development of online Loan Processing app.
  • Developed prospects for new loans by conducting 100 weekly cold calls.
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop account receivable tracking spreadsheets.
  • Documented and resolved debt issues which led to legal collection of outstanding debt.
  • Collaborated with team of 2 in the development of Judiciary proceeding framework in asset recovery.

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Resume Overview

School Attended

  • Zambia Institute of Chartered Accountants
  • The University of Zambia
  • Canisius High School

Job Titles Held:

  • Loan Officer
  • Senior Analyst
  • Data Entry Volunteer
  • Temporary Paymaster


  • CA Advisory Professional in Accountancy
  • Bachelor of Arts
  • High School Diploma

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