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Loan Operations Clerk resume example with 7 years of experience

JC
Jessica Claire
, , 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 Current Loan Operations Clerk Horizon 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 03/2020 Teller Renasant | 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 08/2019 Administrative Executive Assistant Paypal | 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 05/2019 Bachelor of Arts | Political Science Texas State University, San Marcos, TX GPA:
Expected in 06/2015 High School Diploma | Smithville High School, Smithville, TX GPA:

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Resume Overview

School Attended

  • Texas State University
  • Smithville High School

Job Titles Held:

  • Loan Operations Clerk
  • Teller
  • Administrative Executive Assistant

Degrees

  • Bachelor of Arts
  • High School Diploma

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