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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary

Experienced professional with a successful career in banking, underwriting, customer service, and administration. Posse's solid computer skills in Microsoft Word, Excel, Office, Outlook, various versions of Windows, and Internet Explorer. Dedicated and focused individual who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority within an established company where career advancement is available.

Highlights
  • Self-directed
  • Time management
  • Professional and mature
  • Strong problem solver
  • Dedicated team player
  • Cash handling
  • Customer service-focused
  • Collections proficiency
  • Issuance of CDs
  • Debt and credit management
Accomplishments

Held the top loan closing position as a Member Service Rep at Greater NV CU for all of the branches combined. Won several consumer loan incentive competitions against all branches of the Credit Union. Also funded over one million dollars in loans in a month period, received many awards in this time period. Top seller of Insurance products on auto loans.

Was able to perform all duties in the loan department at Greater NV CU and was promoted from loan specialist to loan underwriter in a short amount of time.




Experience
Manager, 2010 to 2012
Imperial Parking Corporation Lexington, KY,
  • Provide quality customer service
  • Open new accounts: payday loans and title loans
  • Process cash/money order payments, debit/credit card transactions and fund loans
  • Process company deposits and take to the bank
  • Balance cash drawer daily
  • Verify funds and clear customer checks at the bank for non payment (exchange personal checks for cashiers checks)
  • Call customers to collect payments and remind them of payment due dates
  • Collections on past due accounts
  • Update customer files
  • Marketing calls
  • Open, run, and close office daily
  • Data entry, answer phones, filling, scanning, emailing, faxing, copying
  • Systems used: Lotus, Teletrak, Anzio, Black Book, excel Process month end reports and email to the corporate office
  • Process goal sheet and email it weekly to the corporate office
  • Train new hires
  • Clean the office
  • Keep inventory and order supplies
  • Meet with state auditors to stay in compliance with state regulations.
  • Analyzed applicants' financial status to determine feasibility of granting
  • Performed daily maintenance of the loan applicant database.
  • Adhered to all federal and state compliance guidelines relative to lending.
  • Created expense reports using Microsoft Excel spreadsheets.
Mortgage Consultant, 03/2007 to 09/2007
Popular Inc Long Island City, NY,
  • Loan packet preparation Build client relationships/referrals/marketing
  • Open escrow with title companies
  • Ran office from open to close
  • Answer phones, file, fax, copy.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
Consumer Loan Underwriter/Loan Specialist, 09/2004 to 09/2006
Spokane Teachers Credit Union (Stcu) Pasco, WA,
  • Review loan applications in house and through CUDL to determine credit worthiness
  • Build and maintain Auto/Boat/RV Dealer relationships
  • Train staff on the loan application input and process
  • Assist in vehicle title perfection
  • Process loan applications Fund home equity loans, auto loans, and CUDL loans
  • Process subordination requests and reconveyences
  • Process payoff demands
  • Process Soldiers and Sailors Act loan requests and maintain portfolios.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Attended business meetings and took meeting minutes.
Member Service Representative, 06/2003 to 09/2004
Spokane Teachers Credit Union (Stcu) Ritzville, WA,
  • Open various types of banking accounts and cross sell banking products.
  • Initiate loan processing (consumer and Home Equity), review rate and term options, close and fund the loan.
  • Process deposit and withdrawal transactions to and from clients various accounts.
  • Give customers a comprehensive explanation of account information and functions.
  • Educated customers on the variety of loan products and available credit options.
  • Educated customers on the variety of loan products and available credit options.
  • Received Funding Award for funding over one million dollars of closed loans in a month period.
  • Maintained confidentiality of bank records and client information.
Private Administrative Assistant, 02/2003 to 06/2003
Harrison County Hospital Corydon, IN,
  • Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
  • Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Collected all documents for loan completion and processed loan document paperwork.
  • Handled incoming and outgoing correspondence, including mail, email and faxes.
  • Screened telephone calls and inquiries and directed them as appropriate.
  • Filing, copying, answering phones, calling clients and collecting data and documents
  • Organized personal and professional calendars and supplied reminders of upcoming meetings and events.
Member Service Representative, 10/2000 to 01/2003
Heritage Financial Corporation Federal Way, WA,
  • Process deposit and withdrawal transactions to and from clients various accounts
  • Give customers a comprehensive explanation of account information and functions
  • Open various types of banking accounts and cross sell bank products
  • Initiate loan processing and review rate and term options
  • Ran office in absence of supervisor.
Copy Center/Receptionist, 03/2000 to 01/2000
Harrison County Hospital Corydon, IN,
  • Handled shipping and receiving invoice processing.
  • Performed various office duties such as ordering office supplies, managing inventory, data entry, faxing, filing, and answering phones.
  • Processed incoming and outgoing mail.
  • Document preparation, copying, and report binding.
Receptionist, 10/1998 to 02/1999
New Century Transportation City, STATE,
  • Booked travel reservations
  • Performed light driver dispatching.
  • Ordered office supplies, and managed the inventory of such supplies.
  • Planned travel arrangements for executives and staff.
  • Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
  • Maintained the front desk and reception area in a neat and organized fashion.
  • Dispersed incoming mail to correct recipients throughout the office.
  • Made copies, sent faxes and handled all incoming and outgoing correspondence.
Bank Teller, 07/1997 to 10/1997
AEA Credit Union City, STATE,
  • Processed deposit, transfer, and withdrawal transactions to and from clients accounts.
  • Light cross selling of bank products.
  • Referrals to MSR's to open new accounts and cross sell bank products.
Receptionist, 03/1996 to 07/1997
24 Hour Fitness City, STATE,
  • Handled sales and cash transactions
  • Performed various office duties such as ordering supplies/products and managing the inventory of such supplies/products
  • Data entry, faxing, filing, answering phones
  • Booked appointments with Fitness Trainers for potential and existing members
  • Opened the gym every week.
  • Made copies, sent faxes and handled all incoming and outgoing correspondence.
  • Dispersed incoming mail to correct recipients throughout the office.
  • Maintained the front desk and reception area in a neat and organized fashion.
  • Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
Education
High School Diploma: Student, Expected in 1995
to
Wilcox/Wilson High School - Santa Clara, CA
GPA:
: Medical Assistant, Expected in 1997
to
Sawyer Business College - San Jose, CA
GPA:
: Accounting, Expected in 2017
to
TMCC - Reno, NV
GPA:

Current Student

: , Expected in
to
- ,
GPA:
  • Banking courses through Bankers Training Consulting Co., 2003-2004
  • Completed an intermediate Spanish course through CUNA Mutual
Certifications
  • CPR Certified 1997
  • Limited Insurance License 2003-2004
  • Notary Public, Nevada 2003-2007
Languages

Intermediate Spanish language

Fluent in English

Additional Information

REFERRENCES:

  • Kimberly Huckeba: Co-Worker/Friend, USA Cash Services 3 ½years (775) 379-5647
  • Rebekah Ruiz: Friend, 21 years (408) 609-0995
Skills
  • Type 50+ words per minute
  • 6+ years in the financial/banking industry
  • Intermediate Spanish speaking skills

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Resume Strength

  • Length
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • Wilcox/Wilson High School
  • Sawyer Business College
  • TMCC
Job Titles Held:
  • Manager
  • Mortgage Consultant
  • Consumer Loan Underwriter/Loan Specialist
  • Member Service Representative
  • Private Administrative Assistant
  • Member Service Representative
  • Copy Center/Receptionist
  • Receptionist
  • Bank Teller
  • Receptionist
Degrees
  • High School Diploma

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