Loan Processor/Sales Associate Resume Example

• 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.

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.

• 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.