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loan processing assistant resume example with 5+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Compliance and transaction driven specialist well-versed in customer care and achieving revenue goals while maintaining high level of customer service. Seeking to utilize my success in completing administrative tasks in a transaction driven environment to continue to greatly expand the reach and profitability within this organization.

Skills
  • Time Management
  • Insurance Forms
  • Verbal and Written Communication
  • Customer Service
  • Problem-Solving
  • Personal Data Collection
  • Decision Making
  • Credit Verification
  • Microsoft Office
  • Financial Data Collection
  • Legal Documentation
  • Lending Software Systems
  • Loan Application Preparation
  • Verifying Information
  • Complying With Legal Statutes
  • Processing Documents
  • Proficient in [Salesforce, Rapid, Dynamics 365, STARS, LIRA, CAFS, SL Track, Kronos, SAP].
  • Information Verification
  • Customer Communication
  • Financial Analysis · Commercial Insurance · Property and Casualty Insurance · Realty · Analytical Skills · Data Entry
Experience
03/2022 to Current Loan Processing Assistant Guild Holdings Company | Tempe, AZ,
  • Utilize a myriad of software to process loan and grant applications (CAFS, Rapid, STARS, LIRA, SL Track).
  • Provide support to the Small Business Administration (SBA) Birmingham Loan Servicing Center.
  • Perform duties necessary to the processing, servicing, liquidating, or other transactions for all types of SBA loans.
  • Answer and screens inquiry calls and hundreds of emails daily for both realty and insurance department borrowers.
  • Collect data to help Loan Specialists with the gathering of subordination/collateral release/assumption/change of ownership application packets for the realty department and insurance documents to keep borrowers in compliance with LA&A agreement.
  • Ensure all documents received are properly submitted to assign for review.
  • Communicate with other team members constructively in order to reduce conflict and enhance the resolution of issues.
  • Update expired flood insurance policies and reach out to borrowers and insurance agency to update expired or force place insurance on borrower's loan file.
05/2020 to 12/2021 Loan Processing Assistant Guild Holdings Company | Tulsa, OK,

Ensured strict adherence to operational policies, procedures, and guidelines; established strong working relationships with the management and staff. Assisted in processing thousands of applications, often successfully completing repeated transactions daily.

Notable Contributions:
• Utilized a myriad of software to process loan and grant applications

(Salesforce, Rapid, Dynamics 365).
• Efficiently worked on numerous programs where guidelines and

procedures consistently change and shift.
• Successfully translate and apply legislative standards to determine

applicant eligibility within the scope of congressional program

guidelines.
• Organize and submit loan refinance and purchase applications for

multiple institutions.
• Handle confidential PII appropriately and securely.

08/2018 to 05/2020 Financial/Payroll Clerk III Coastal Carolina University | Conway, SC,
  • Maintained payroll information by collating, calculating and entering data using a myriad of software (Kronos, SAP).
  • Originated and enter journal entries for corrections and chargebacks. Maintained FMLA leaves and resolved any issues with payroll.
  • Resolved payroll discrepancies and answered any employee payroll queries.
  • Maintained all payroll operations according to company policies and procedures.
  • Answered switchboard phone lines to assist employees with payroll questions and to verify time entry and make modifications to the employee's time as deemed necessary.
05/2015 to 06/2016 Administrative Specialist Orange County Public School District | City, STATE,
  • Actively participated in office management, including handling general clerical tasks using a myriad of software (SAP, Kronos).
  • Organized and prepared meeting schedules for the department.
  • Ensured meeting spaces were properly requisitioned ahead of schedule.
  • Managed office equipment and supplies, and ordered new equipment and supplies as needed.
  • Worked collaboratively with other departments to help solve clerical issues.
  • Offered assistance to accounting department to provide manage invoices, payments, and receipts
  • Conferred with human resources department to provide assistance with payroll, personnel databases and other duties.
  • Represented department managers or other senior-level officers in meetings, including taking notes and recordings as needed.
Education and Training
Expected in 04/2005 to to Associate of Applied Science | Hospitality Management Monroe College, The Bronx, NY GPA:
Languages
English:
Professional
Negotiated:
Spanish:
Professional
Negotiated:
Certifications
  • Certified in Foundation of Project Management, Coursera - 2022
  • Certified in Project Initiation: Starting a Successful Project, Coursera - 2022
  • Certified in Project Planning: Purring It All Together, Coursera - 2023

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Resume Overview

School Attended

  • Monroe College

Job Titles Held:

  • Loan Processing Assistant
  • Loan Processing Assistant
  • Financial/Payroll Clerk III
  • Administrative Specialist

Degrees

  • Associate of Applied Science

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