Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Results-oriented Loan Processor highly effective at coordinating documents and processes between departments, individuals and government offices. Expert negotiator, problem solver and organizer. Over Number years of experience in loan processing and mortgages.

  • Processing Procedures
  • Information Verification
  • Contract Finalization
  • Created Reports
  • Appraisals
  • Interviews
  • Financial document review
  • Legal compliance
  • Application preparation
  • Practiced at FHA loan process
  • Deep knowledge of bankruptcy processes
  • Moody's KMV CreditEdge
  • Financial analysis aptitude
  • Experian Transact SM
  • Proficient in 10-key
  • Financial transactions expertise
  • ATM stocking and operation
  • Risk management assessments
  • White Clarke North America Credit Adjudication and Lending Management
  • Business Development
  • Relationship building and management
  • Cash Handling
  • Sales expertise
  • Financial Advising
  • Loans
  • Financial services
  • DRE NMLS License
  • IBM Cognos familiarity
Work History
Loan Processor, 12/2018 - 05/2020
District Of Columbia Housing Finance Agency Washington, DC,
  • Collaborated with stakeholders to manage loan files and databases and prepare general correspondence.
  • Collaborated with stakeholders about extension, guarantees and charges.
  • Prepared documents for underwriting by verifying client income, credit reports and other information.
  • Handled any conditions sent from underwriting departments.
  • Evaluated approvals against established bank and government lending standards.
  • Processed loans within various departments to achieve timely, accurate and fair proceedings.
  • Maintained long-term relationships with customers to provide best-in-class customer service.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering Type loans.
  • Acquired management approval for loan products, including small business and commercial loans.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Coordinated closing process with attorneys, title companies and government clerks.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Checked packages for appropriate documentation.
  • Set up and completed loan submission packages.
  • Issues reports for old and new loans based on field inspections of loan sites.
Insurance Verification Specialist, 12/2015 - 12/2018
Great Expressions Dental Centers Fort Lauderdale, FL,
  • Posted payments to accounts and maintained records.
  • Reviewed Number patient cases per week and verified insurance coverage information.
  • Observed strict procedures to protect sensitive patient information, including medical records and payment data.
  • Maintained strong knowledge of basic medical terminology to better understand services and procedures.
  • Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Assured timely verification of insurance benefits prior to patient procedures or appointments.
  • Accurately inputted all patient and insurance information into company's computer system using Software.
  • Verified client information by analyzing existing evidence on file.
  • Determined appropriateness of payers to protect organization and minimize risk.
  • Facilitated organized record retrieval and access by maintaining filing system for both in-house and discharged residents.
  • Contacted hospitals to confirm patients medical histories and prevent inaccurate diagnoses and treatments.
  • Maintained current and accurate medical records for over Number patients.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Received, recorded and addressed incoming and outgoing communication via telephone and email.
  • Enhanced office efficiency by handling Number+ callers per day.
  • Coordinated front office duties, including customer service, patient scheduling and billing.
  • Answered phone calls and messages for Number-physician Type medical facility, scheduling appointments and handling patient inquiries.
Customer Service Representative, 12/2013 - 12/2015
International Bancshares Corp Roma, TX,
  • Leveraged sales expertise to promote Product or Service and capitalize on upsell opportunities.
  • Evaluated account and service histories to identify trends, using data to mitigate future issues.
  • Entered customer interaction details in Software to track requests, document problems and record solutions offered.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Educated customers on promotions to enhance sales.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Drove team revenue totals by bringing in over $Amount in sales.
  • Boosted sales revenue by skillfully promoting diverse Product or Service options.
  • Cultivated customer loyalty, promoted repeat customers and improved sales.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals Number%.
  • Provided information to customers regarding Company's charge card and loyalty program and helped to open and activate new accounts.
  • Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
  • Suggested new procedure to persuade cancelling customers to stay with company, resulting in Number% decrease in cancellations.
  • Recommended Product or Service to customers, thoroughly explaining details.
  • Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction.
  • Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.
  • Communicated with vendors regarding back order availability, future inventory and special orders.
  • Responded to customer requests for products, services and company information.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Provided primary customer support to internal and external customers in fast-paced environment.
  • Assisted customers with setting appointments, shipping and special order requests, and arranging merchandise pick-up at other locations.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Regularly exceeded daily sales and product add-on quotas.
  • Consulted with outside parties to resolve discrepancies and create effective solutions.
High School Diploma : , Expected in 06/2012
James Bowie High - Arlington , TX,

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School Attended

  • James Bowie High

Job Titles Held:

  • Loan Processor
  • Insurance Verification Specialist
  • Customer Service Representative


  • High School Diploma

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