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Loan Processor/Sales Associate Resume Example

Resume Score: 80%

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LOAN PROCESSOR/SALES ASSOCIATE
Professional Summary

Experienced Loan Processor focused on improving the bank's loan program through knowledgeable and efficient service to customers according to program parameters. Observant Loan Specialist skilled in establishing and maintain ingeffective working relationships. Analyzes data and uncovers innovative lending solutions aligned with customer needs. Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Meticulously organized Bank Teller proficient in time management. Offer professional and courteous customer service with high levels of integrity and accuracy. Experienced in cash handling, balancing drawers, loan processing and inventory management. Trustworthy Teller skilled in working in customer-focused work environments. Offering strong knowledge of banking products and services. Dependable and punctual with outstanding mathematical aptitude.

Skills
  • Appraisals
  • Information Verification
  • Interviews
  • Processing Procedures
  • Legal compliance
  • Application preparation
  • Financial document review
  • MS Office
  • Data Entry
  • Customer Service
  • Created Reports
  • Team Leadership
  • Security Knowledge
  • Daily Ledgers
  • Opening and Closing Procedures
  • Cash Handling
  • ATM balancing
  • Educating clients
  • Cross-selling expertise
  • Relationship Building
  • Meeting sales goals
  • Security protocols
  • Teller experience
Work History
06/2019 - CurrentLoan Processor/Sales Associate | Alfie Investors - ASHEVILLE, NC
  • Checked packages for appropriate documentation.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Processed loans with various departments to ensure timely, accurate and fair proceedings.
  • Maintained long-term relationships with customers to provide best-in-class customer service.
  • Coordinated closing process with attorneys, title companies and government clerks.
  • Prepared documents for underwriting by verifying client income, credit reports and other information.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Set up and completed loan submission packages.
  • Handled any conditions sent from underwriting departments.
  • Issues reports for old and new loans based on field inspections of loan sites.
09/2016 - CurrentFinance Assistant | Land Of The Sky Asheville District - ASHEVILLE, NC
  • Reported financial data and updated financial records in ledgers and journals.
  • Observed strict confidentiality rules to maintain data integrity and protect clients.
  • Evaluated office processes, making suggestions to improve efficiency.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses.
09/2017 - 05/2019Teller II | TD Bank - ASHEVILLE, NC

Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Accessed computerized financial information to answer questions related to specific accounts.
Placed orders for customer checks and verified starting numbers.
Logged cashier's checks and other transactions to maintain accuracy of account records.
Removed mutilated currency from circulation.
Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
Audited fellow teller currency to contribute to dual-control procedures.
Sold and cross-sold bank products to new and existing customers.
Enthusiastically greeted customers and offered dedicated service during entire transaction.
Reconciled cash drawer and resolved discrepancies.
Counted and packaged currency and coins.
Upheld strict financial controls by keeping funds secure and accurately transferring monies.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Checked amount details and fraud markers for transaction papers such as checks and money orders.
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Promoted products or services to each customer to consistently achieve sales targets.

ATM Custodian

Bank at work Champion

Served as Head Teller for 7 Months

  • Loaded, unloaded and moved material to and from storage and production areas.
  • Drove operational improvements which resulted in savings and improved profit margins.
  • Documented all changes and actions in computer-based tracking system.
12/2016 - 05/2017Bank Teller | Wells Fargo - ASHEVILLE, NC
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Accessed computerized financial information to answer questions related to specific accounts.
  • Placed orders for customer checks and verified starting numbers.
  • Logged cashier's checks and other transactions to maintain accuracy of account records.
  • Removed mutilated currency from circulation.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Sold and cross-sold bank products to new and existing customers.
  • Enthusiastically greeted customers and offered dedicated service during entire transaction.
  • Reconciled cash drawer and resolved discrepancies.
  • Counted and packaged currency and coins.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted products or services to each customer to consistently achieve sales targets.
Education
06/2016Asheville High School, Asheville, NCHigh School Diploma:
Expected in 07/2022Cogic Institution
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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.

Resume Overview

Companies Worked For:

  • Alfie Investors
  • Land Of The Sky Asheville District
  • TD Bank
  • Wells Fargo

School Attended

  • Asheville High School
  • Cogic Institution

Job Titles Held:

  • Loan Processor/Sales Associate
  • Finance Assistant
  • Teller II
  • Bank Teller

Degrees

  • High School Diploma :

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