Loan Servicing Specialist resume example with 6+ years of experience

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

Versatile financial professional with 7 years of diverse experience in the banking industry and over 10 years of customer service background. Thrives in environments requiring prioritization of high-level tasks at a fast pace. Always striving to be a strong member of my team, I am ready to put my unique wealth of skills to use!

  • Conflict resolution
  • Multitasking abilities
  • Training & Development
  • Microsoft Office
  • Critical thinking
  • Written and verbal communication
  • Reading comprehension
  • Responsible
  • Self-motivated professional
  • Clerical
  • Basic math
  • Financial software proficiency
  • Data management
  • Policies and procedures
  • Insurance Knowledge
  • Account documentation
  • Financial services
  • Account maintenance
  • Financial reporting
  • Cash handling
  • Compliance adherence and requirements
  • Banking document preparation
  • Product presentation
  • Relationship building and management
  • Compliance, banking laws and regulations
Associate of Arts: English, Expected in 05/2016
Joliet Junior College - Joliet, IL

Graduated with Honors and a 3.7 GPA.

Work History
Loan Servicing Specialist, 11/2020 - Current
Banesco Doral, FL,
  • Identify problematic loans with frequent account and payment reviews.
  • Interact with internal and external partners to resolve issues and requests.
  • Perform and document quality assurance reviews related to loan servicing processes.
  • Assessed customer account histories to determine previous compliance with payment plans and loan terms.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Reviewed and validated details of loan applications and closing documentation.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
Commercial Onboarding Specialist II, 12/2019 - 10/2020
Planet Pharma Bothell, WA,
  • Served as a liaison between clients, Treasury Management Operations, and Deposit Operations to ensure accuracy of products.
  • Verified accuracy and validity of deposit accounts and legal documents.
  • Managed a pipeline of up to 30 clients per month and maintained frequent contact to develop rapport and gather necessary documentation.
  • Authored numerous department procedure manuals for group use and training.
  • Selected to participate in a test program aimed to implement a new form of document generation.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Conferred with existing and potential customers to assess requirements and propose optimal solutions.
  • Serviced existing accounts on regular basis to maximize revenue.
  • Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings.
Documentation Specialist II, 01/2018 - 12/2019
Bankfinancial Corporation Lincolnshire, IL,
  • Elected President of Joliet Operations Center Morale Committee for 2019; responsibilities included planning annual building-wide events.
  • Rewrote numerous job procedures for Documentation Department use.
  • Assisted retail and commercial bankers to gather necessary documentation for new account applications.
  • Modeled innovative solutions to respond to organizational needs.
  • Collaborated with multiple teams to comply with regulatory requirements.
  • Provided staff training and mentorship in the completion of multiple job duties.
  • Remained informed on current regulations, especially concerning research industry and document creation.
  • Maintained organized and efficient document flows by using excellent planning and multitasking skills.
  • Communicated with clients to review contracts, answer questions and determine special circumstances.
  • Worked with internal team members to remedy issues with preemptive solutions.
Teller II, 08/2014 - 01/2018
First Midwest Bank City, STATE,
  • Promoted a verified teller training program and was selected to act as a Teller Trainer.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.
  • Examined tellers' reports of daily transactions for accuracy.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Counted, verified and handled bank deposits and armored car transactions.

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Resume Overview

School Attended

  • Joliet Junior College

Job Titles Held:

  • Loan Servicing Specialist
  • Commercial Onboarding Specialist II
  • Documentation Specialist II
  • Teller II


  • Associate of Arts

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