loan operations clerk resume example with 16+ years of experience

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

To provide eminent organizational, customer service and communications skills, maintain a positive attitude, and meaningful co-worker relations. Dedicated and hardworking with internal drive to deliver excellence. Tactical team builder with strong background in training and team development.

  • American Sign Language
  • Some Spanish
  • Communication (Verbal, Non-Verbal, and Written)
  • Adaptability
  • Integrity
  • Interpersonal
  • Emotional Intelligence
  • Creative Thinking
  • Team Work
  • Problem Solving
  • Multi-tasking
  • Organizational
  • Detail Oriented
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Office
  • Microsoft Power Point
  • FIS Document Management
  • FIS Report Management
  • FIS Image Center
  • FIS Ban Pac
  • FIS Lending Solutions
  • CSI Watchdog Elite
  • Teller Elite
  • NADA Values
Professional Experience
04/2010 to Current
Loan Operations Clerk Horizon Bank Crown Point, IN,
  • Balances the bank's general ledgers using necessary reports.
  • Conducts draws on lines of credits (Commercial & Residential).
  • Assists loan operation managers, insurance clerks, and loan officers.
  • Cross-trained in all jobs in the loan operations department.
  • Back-up escrow clerk.
  • Verifies all loan file maintenance and manual transaction entries completed by loan clerks and supervisor.
  • Trained loan supervisor and loan clerks.
  • Typed releases for deeds of trust and titles.
  • Modified and renewed loans.
  • Demonstrated efficiency with online or mobile banking
  • Balances American Bankers Insurance and Vendor’s Single Interest insurance general ledgers.
  • Used ASL to communicate with bank customers during closings at attorney's offices and assisted with other banking needs.
  • Performed a variety of clerical duties related to the processing of loans and used necessary office equipment.
  • Strong organizational and math skills.
  • Delivered excellent customer service to potential bank customers and always goes out of the way to accommodate customers to help avoid inconveniences.
  • Communicates clearly and effectively, excellent telephone etiquette, indepth knowledge of bank products.
  • Referred multiple loan customers and consistently cross-selling deposit accounts.
  • Attended all Bank Administration Institute (BAI) training and exceeded expectations on course grading.
  • Complies with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, and Privacy Act.
  • Maintain strict confidentiality of bank records and client information.
  • Assists customers with wire transfers.
  • Send out daily payment and maturity notices.
04/2007 to 04/2010
Bank Teller Heritage Financial Corporation Olympia, WA,
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Sold and cross-sold bank products to new and existing customers.
  • Accessed computerized financial information to answer customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
  • Followed active security measures and cash management procedures including balancing cash drawers and depositing cash into the bank's vault.
  • Executed customer transactions, including deposits, withdrawals, money orders and cashier's checks.
  • Verified cash and endorsements, received proper identification, and ensured validity.
  • Ensured teller station is clean, organized and properly supplied.
  • Examined checks deposited and determine proper funds availability based on regulation requirements and completed hold notices.
  • Completed debit card maintenance and address change forms
  • Accepted utility bills, printed daily transaction reports, and balanced reports.
  • Assisted customers with safe deposits and access.
  • Sought out essential resolutions in order to assist customers with account conflicts.
  • Processed cash advances and redeemed U.S. Savings Bonds.
  • Closed personal accounts, business accounts, and debit cards.
  • Followed proper dormant account procedures when necessary.
  • Accept loan payments, verified payment amount and issued receipts.
  • Provided customer records on demand, including account statements and copies of checks.
  • Completed special procedures for customers such as ordering new checks and stopping payments.
  • Counted and packaged currency and coins, and balanced coin vault.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
11/2004 to 04/2007
Shipping And Receiving/Team Leader Hearst Communications Big Rapids, MI,
  • Organized, assigned and familiarized, shipping and receiving team with customer needs based on management direction.
  • Performed necessary task in designated areas to ensure (Safety, Quality, Delivery, and Cost) SQDC standards, and incorporate (Customer, Integrity, Teamwork, and Excellence) C.I.T.E. principles.
  • Compared shipping orders and invoices against contents received to verify accuracy.
  • Established open and professional relationships with team members which helped resolve issues and conflicts quickly.
  • Operated a forklift to move shipment materials to and from designated areas.
  • Audited product inventory.
  • Crossed-trained and provided back up for other team leaders.
07/2004 to 11/2004
Administrative Assistant Department Of Health And Human Resources City, STATE,
  • Served as an office information manager, arranging and scheduling meetings or appointments, provided information by using the telephone, and postal mail.
  • Conducted research and provided organization through filing.
  • Use necessary office equipment in order to complete tasks
  • Helped individuals fill out corresponding paperwork for program enrollment.
  • Composed internal memos and external correspondence for senior management and reviewed all documentation to eliminate errors.
Expected in
Regents Bachelor of Arts (December 2018):
West Virginia University - Morgantown, WV
Expected in
Associate of Arts And Sciences (May 2004): Psychology
Potomac State College of WVU - Keyser, WV

* Presidents List of Distinguished Students (2003)

Expected in
Associate of Arts And Sciences (May 2004): General Studies
Potomac State College of WVU - Keyser, WV

* Deans List of Distinguished Students (2002)

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Resume Overview

School Attended

  • West Virginia University
  • Potomac State College of WVU
  • Potomac State College of WVU

Job Titles Held:

  • Loan Operations Clerk
  • Bank Teller
  • Shipping And Receiving/Team Leader
  • Administrative Assistant


  • Regents Bachelor of Arts (December 2018)
  • Associate of Arts And Sciences (May 2004)
  • Associate of Arts And Sciences (May 2004)

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: