Loan Operations Clerk resume example with 7 years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Energetic, work oriented, with extensive experience in customer support roles. Focused on driving productivity by leveraging advanced administrative support skills. Dedicated to maintaining open lines of communication with leadership and colleagues.
Skills
Customer Service
Extensions of Credit
Customer Communication
Bank Secrecy Act BSA
Closing Documentation
Information Verification
Microsoft Office
Funds Disbursement Application
Loan Disbursement
Decision Making
Customer Account Review
Verbal and Written Communication
Problem-Solving
Time Management
Loan Modification
Loan Funding
Loan Information Recording
Deposit and Payment Collection
Loan Application Preparation
Data Entry
Confidentiality and Data Protection
Sales Plan Implementation
10-Key Proficiency
PC Proficient
Check Processing
Mail Management
Excel Spreadsheets
Data Entry Documentation
Computers and Technology
Office Equipment Operation
Microsoft Office Suite
Task Prioritizating
Sensitive Material Handling
Meticulous Attention to Detail
Strong Organizational Skills
Experience
03/2020 to CurrentLoan Operations ClerkHorizon Bank | Fort Wayne, IN,
Examined and verified information in loan application and closing documents.
Carried out pre-funding and funding functions.
Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
Updated rate indexes for rate adjustment in computer system.
Reviewed historical customer accounts to assess payment compliance and adherence to loan terms.
Conveyed acceptance or rejection to customers by mail, telephone, or in person.
Reviewed loan documents for title and escrow teams.
Organized, filed and maintained customer, department and regulatory loan records.
Scanned and uploaded loan and related documents into system.
Maintained updated knowledge through continuing education and advanced training.
Improved operations by working with team members and customers to find workable solutions.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Consulted with applicants to obtain information for loan applications and answer questions about processes.
Answered multiple calls per shift to assist with customer questions and concerns.
Prioritized and organized tasks to efficiently accomplish service goals.
Juggled multiple projects and tasks to ensure high quality and timely delivery.
08/2019 to 03/2020TellerRenasant | Savannah, GA,
Balanced bank's vault of daily cash for withdrawals and deposits.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Maintained optimal financial controls by securing funds and making accurate transactions.
Welcomed customers and offered pleasant service during entire transaction.
Completed monthly audits and managed overdraft reports.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
Kept teller window areas clean, organized and fully stocked.
Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Reduced errors by double checking transactions.
Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
Took on additional shifts during busy periods to minimize staffing shortages.
Verified amounts and integrity of every check or funds transfer.
Examined checks for identification and endorsement.
Established new accounts and created memberships, resulting in increased loans and earnings.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
06/2015 to 08/2019Administrative Executive AssistantPaypal | Newton, MA,
Oversaw special event calendars for Owner, factoring in availability and expected operational demands to keep workloads in balance.
Participated in frequent communication with future and current clients.
Designed social media presence including Facebook, Instagram and business webpage.
Maintained bakery supplies and inventory by checking stock and ordering new supplies weekly.
Delivered optimal administrative, customer service and delivery/pickup arrangements.
Created and maintained paper-based filing and organization systems for records, receipts, and orders.
Demonstrated productivity with minimal oversight by meeting and exceeding workflow needs.
Education and Training
Expected in 05/2019Bachelor of Arts | Political ScienceTexas State University, San Marcos, TXGPA:
Expected in 06/2015High School Diploma | Smithville High School, Smithville, TXGPA:
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