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

Experienced member service representative with 6-year background in consumer financing, loan administration, and lending procedure. Excellent analytical and communication skills. Eager to contribute to team success through hard work and great member service.

  • Team Leadership
  • Problem solving
  • Financial services
  • Proficient in 10-key
  • Excellent Time Management
  • Organization
  • Documentation and reporting
  • Account servicing
  • Developing customer relationships
  • Loans
  • Customer service
Work History
Member Service Representative, 11/2016 - Current
Abound Credit Union Louisville, KY,
  • Kept administrative records current and accurate to promote efficiency and team effectiveness in all interactions
  • Learned all internal systems and related service role duties to provide skilled team backup in handling customer demands
  • Maintained updated knowledge of internal processes and industry best practices to optimize service delivery
  • Recommended specific products and services in alignment with individual needs, requirements and specifications
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
  • Completed training and worked effectively under high-pressure client services environments
  • Conferred with customers about concerns with products or services to resolve problems and drive sales
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions
  • Processed payment via telephone and in person with focus on accuracy and efficiency
  • Exceeded personal sales goals for three years in row
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
Universal Banker, 11/2015 - 11/2016
Umpqua Bank Corp Cottage Grove, OR,
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies
  • Coordinated daily cash reconciliation in high-volume location
  • Rapidly and efficiently prepared customer and ATM cash and change orders
  • Checked amount details and fraud markers for transaction papers such as checks and money orders
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATM machines, maintain accounts and open new accounts
  • Counted as much as $400,000 in daily funds with manual and machine-assisted methods
Member Service Representative, 06/2014 - 11/2015
Abound Credit Union Bardstown, KY,
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
  • Sold and cross-sold bank products to new and existing customers
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Handled account payments and provided information regarding outstanding balances
  • Helped members resolve account problems and navigate internal systems to handle routine needs
  • Processed over 100 cash and check deposits per day with 98% accuracy rate
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Processed loans within various departments to achieve timely, accurate and fair proceedings.
  • Set up and completed loan submission packages.
Crew Member, 04/2011 - 06/2014
Papa Murphy's Holdings, Inc. Forest Lake, MN,
  • Successfully communicated with all team members to navigate job duties and complete daily tasks
  • Kept work areas clean, organized and safe to promote efficiency and team safety
  • Maximized team knowledge and productivity by effectively training, monitoring and directing employees in application of best practices and regulatory protocols
  • Sought out ways to go above and beyond job requirements
  • Safely and effectively completed tasks
  • Learned all required tasks quickly to maximize performance
  • Developed strong relationships with coworkers and managers
  • Contributed to team success by completing jobs quickly and accurately
  • Coordinated with shift managers to understand project needs and provide needed support to meet targets
: General Studies, Expected in 2012
California State University - Sacramento - Sacramento, CA
High School Diploma: , Expected in
Ronald E. Mcnair High School - Stockton, CA

I have successfully completed an internal Leadership Development program at OE Federal Credit Union. The program was designed to give current employees an opportunity at growth through developing skills that will allow them to lead effectively in their current positions and future positions.

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School Attended

  • California State University - Sacramento
  • Ronald E. Mcnair High School

Job Titles Held:

  • Member Service Representative
  • Universal Banker
  • Member Service Representative
  • Crew Member


  • Some College (No Degree)
  • High School Diploma

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