loan processor specialist iii resume example with 8+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
  • Business operations
  • Business Development
  • Contracts
  • Credit
  • Managing
  • Relationship building and management
  • Business Development
  • Banking
  • Explanation of loans
  • Ability To Research
  • Problem Solving Skills
  • Problem Solving Skills
  • Strong Analytical Skills
  • Policies And Procedures
  • High Attention To Detail
BBA: Bachelor of Business Administration , Expected in 12/2024
Texas A&M University - Commerce - Commerce, TX
Status -
Professional Summary

Over 10 years of detail-oriented administrative professional with superb people-skills and relationship building experience. Business-savvy with excellent decision-making skills. Dedicated to maintaining professionalism and integrity offering vast knowledge of banking regulations and compliance procedures. Highly skilled Loan Specialist with experience in data accuracy and security. Focused on customer service, efficiency and achievements. Goal-oriented multi-tasker with history of excelling as a team leader.

  • Repeatedly commended by superiors for excellent customer service.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised team of 20 staff members.
  • Collaborated with team of 10 in the development of Funding Policy & Procedures.
  • Received “Top Funder” service award in April, 2019 (ongoing).
Work History
Loan Processor Specialist III, 03/2018 - 12/2019
Ace Hardware Oakland, CA,
  • Reviewed over 50 loan applications per day establishing relationships to excel with same day funding without errors and funding 45+ of 30 deals expected to fund daily.
  • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
  • Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands. Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
  • Auto Funding Policy & Procedure State Tool in accordance with all State and Federal Rules and Regulations.
  • Run reports to stay compliant as department and evaluate complex accounts to implement metric reporting goals to decrease possible financial/legal risk factors.
  • Implement essential training material to enhance development of newly structured department. Onboarded new employees, including training, mentoring and new hire documentation.
  • Reviewed performance data to monitor and measure productivity, goal progress and activity levels. Delivered feedback to decision-makers regarding employee performance and training needs.
  • Applied customer feedback to develop process improvements and support long-term business needs. Compiled data highlighting key metrics to report information, determine trends and identify methods for improving store results.
  • Confidently answer dealer inquiries regarding status or updates to complete account by working with Underwriting, Area Relationship Managers and Sales in Auto.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Awarded Top Funder Monthly since date of employment while working variety of territories receiving Perfect Audits and Time to review and fund each deal was 3 minutes or less and increasing revenue of over $30 - $80 million dollars consistently monthly.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
Team Administrator/ Real Estate Coordinator, 05/2016 - 03/2017
  • Perform daily audits for files that may have been incorrectly coded or any file discrepancies that may affect business.
  • Liaised between realtors and clients to facilitate appropriate loans, inspections, credit reports and budgeting.
  • Managed scheduled meetings of 10-15 team members to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
  • Generated leads for sales and rental properties through cold calls and referrals.
  • Identified issues, analyzed information and provided solutions to problems.
  • Developing and managing interdisciplinary teams for multi-party projects regarding top performers and motivating improvements as team and department.
  • Participating in sales process to ensure business development potential has been met and is constantly exceeding goals/expectations.
  • Running and reviewing reports on business operations daily and working closely with senior management on continuous risk trends that could potentially affect business.
  • Attending regular process meetings with Senior Management and Directors to ensure understanding of Policy & Procedure introduce new leaders or team members and to stay engaged with positive work environment implement new ideas to make each meeting purposeful.
  • Speak directly with USAA members and follow Quality Assurance guidelines with USAA provided script for passing score and quarterly incentives.
Retail Management, 11/2010 - 05/2016
Multiple Organizations City, STATE,
  • Complete store operational requirements by strategically tasking team members to ensure store has consistently increasing positive daily financial results.
  • Conducting and preparing orientation material for new hires and expanding employees to all aspects of business including corporate retail.
  • Create or customize training material provided through specific Learning and Development binder to ensure that each employee understands and is aware of core values of company and introduce everyone to growth and career advancements within company.
  • Encourage and motivate team members to ensure "We Support You" attitude is displayed from management to member and willing to assist environment.
  • Achieve financial objectives by preparing monthly and annual budget, scheduling expenditures, analyzing variances with trends and initiating immediate corrective action when noticeable decline in sales.
  • Analyze and operate financial statements for profitable ratios and ensure availability of merchandise and services by approving contracts with vendors and maintaining stocked inventory.
  • Authorizing sales promotions and studying trends in detail of color, size material and season.
  • Market merchandise by studying advertisement in which is appealing to customers and drive sales and increased sales goals of over %75.
  • Directly report to District Manager, occasionally Regional Manager with ability to travel and work as specific store manager and protecting each employee/customer by providing safe and clean work environment in other locations to support business needs.

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Resume Overview

School Attended

  • Texas A&M University - Commerce

Job Titles Held:

  • Loan Processor Specialist III
  • Team Administrator/ Real Estate Coordinator
  • Retail Management


  • BBA

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