Loan Operations Clerk resume example with 7 years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

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.

  • 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
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


  • Bachelor of Arts
  • High School Diploma

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