Loan Operations Clerk Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • 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
Loan Operations Clerk, 04/2010 to Current
Horizon BankCrown 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.
Bank Teller, 04/2007 to 04/2010
Heritage Financial CorporationOlympia, 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.
Shipping And Receiving/Team Leader, 11/2004 to 04/2007
Hearst CommunicationsBig 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.
Administrative Assistant, 07/2004 to 11/2004
Department Of Health And Human ResourcesCity, 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.
Regents Bachelor of Arts (December 2018): , Expected in
West Virginia University - Morgantown, WV
Associate of Arts And Sciences (May 2004): Psychology, Expected in
Potomac State College of WVU - Keyser, WV

* Presidents List of Distinguished Students (2003)

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

* Deans List of Distinguished Students (2002)

Volunteer Work

I have volunteered in the following community events within the past year:

1. The Bottling Works Romney Royale Casino Night-This event is sponsored by Refresh Restart Romney. The intent and proceeds of this fundraiser goes towards the beautification and revitalization of historic small town Romney (Flags, decorations, clean-ups, etc).

2. WV Peach Festival-I am a member on this committee. I donate my time monthly to this organization as a representative of the Bank of Romney to help organize the Bank’s involvement in this festival. Also, on individual terms, I donate my time to DJ the annual weekend street dance for the people within the community, and outside visiting.

3. Hampshire County Annual Halloween Bash(On-Trac) For the past several years (six years) I have DJ this event and volunteered my time so the children of Hampshire County could enjoy and celebrate Halloween, also, bringing the community together.

4. The Bank of Romney Events Committee-I am a member on this committee and help organize functions for the bank.

5. Teacher Appreciation 2018-Presented Teacher Appreciation cakes with The Bank of Romney President, Mr. Foley and Attorney, Will Keaton at the WVSDB.

6. Graduation (5th grade)-Attended the WVSDB graduation ceremony and was invited to call out the graduates names and present them with a gift from The Bank of Romney.

7. Relay for Life/Warm the Children-Have participated in casual Fridays and donated money to both causes.

8. Hampshire County Chamber of Commerce- Worked with fellow co-workers as a team in the construction of a scarecrow representing the Bank of Romney at the Hampshire County Fair. The Bank of Romney Scarecrow won first place in The Hampshire County Commerce Contest.

9. The Bank of Romney Bank Themed Pumpkin Contest- Teamed up with a co-worker and submitted a Piggy Bank Pumpkin for judging on The Bank of Romney’s Facebook page. We won first place.


Sharon Parkinson

The Bank of Romney

Human Resource Manger (Retired)

PH: (252) 564-2025

Hiring Manager

Stephanie Richardson

The Bank of Romney

Loan Officer

PH: (304) 822-2720

Co-worker (12 years)

Sharon Hallmark

The Bank of Romney

Bookkeeping/EFT Manager

PH: (304) 822-3541 EXT: 2272

Co-worker (5 years)

Harth Clem

Nextera Energy

SR. Contract Coordinator

PH: (304) 268-1286

Affiliate (24 years)

Tara Patterson

Matt Gerald DDS

Dental Hygienist

PH: (703) 659-5547

Affiliate (29 years)

Mia Leone

Hampshire County Board of Education


PH: (304) 288-5144

Affiliate (26 years)

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


Resume Strength

  • Formatting
  • Personalization
  • Strong Summary
  • Target Job

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)