mlo resume example with 5+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

I am a self-motivated, skilled professional with commitment to financial accountability and transparency. Skilled in risk assessment and providing compliance recommendations to management teams. Solution-oriented with creative problem-solving skills. Versatile and adept in financial analysis, audit support, building client rapport and increase client loyalty. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive and reliable.

  • Customer Service
  • Comparing products
  • Evaluating programs
  • Qualifying customers
  • Organizational skills
  • Account Management
  • Banking
  • Time Management
  • Cold Calling
  • Upselling
  • Friendly, positive attitude
  • Loan Officer Experience
  • Loan Origination
  • Credit Analysis
  • Fair Housing Regulations
  • Financial Services
  • Marketing
  • NMLS 2071636
  • MLO
  • Account reconciliation
  • Microsoft Office
  • Computer skills
  • Planning & organizing
  • Account evaluation
  • Payment processing
  • Financial Assessment
  • Assessing fraud potential
  • Money handling
  • Inbound customer calls
MLO, 11/2020 to Current
Us BankLittleton, CO,
  • Speak with clients to ensure full understanding of residential mortgage options for which they qualify and the benefits and risks of each
  • Communicate effectively with all who are involved with a transaction, client, realtor, underwriter, title, ect
  • Maintain client files after discussing with a borrower, evaluate their credit and guide them through the process of application
  • Order appraisals and collect payoffs from lenders; schedule closings; order appraisals, as well as title insurance
  • Execute transactions in accordance to state lending laws
  • Keep an error-free client file and make sure all borrower specific information, financing disclosure statements and closing are well filed and stored according to the standards of the state law
  • Collaborate with 35 different lenders, learning about their products and services in order to provide all possible options to fir my client's needs.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Adhered to federal and state compliance guidelines relative to retail mortgage lending.
  • Performed daily maintenance of loan applicant database.
  • Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.
Accountant/Customer Service Representative, 01/2018 to 03/2020
Regional Medical Center Of MemphisMemphis, TN,
  • Go to costumer service help for de-escalation and problem solving
  • Organizing, notating, updating, and adjusting accounts to ensure accurate records
  • Daily cash opening and closing responsibility ensuring cash and checks balanced

  • Monitored accounts payable and receivable statuses and delegated related tasks.
  • If issue, identified the problem with strategy and adjust as needed
  • Performed process analysis and communicated recommendations to management
  • Called delinquent customers and made arrangements for payment
  • Responded to text and emails from customer to ensure outstanding communication and relationships with customers
  • Processed payment via phone and in office
  • Logged repos and sent out notice of sales via mail
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Communicated with third parties for customer convenience and company urgency.
  • Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
  • Reconciled company credit cards, expense accounts and other expenses and financial records.
Teller/Loan Officer, 11/2016 to 12/2017
Mountain America Credit UnionCity, STATE,
  • Completed annual product knowledge, Membership and Loan Training
  • Prepared and disburses loans within lending limits and credit union guidelines
  • Represented the credit union in a professional manner while dealing with members and potential members
  • Follows-up member interactions with thank you notes and phone calls
  • Assisted with sale referrals and cross selling services as needed
  • Cash checks and process deposits upon balance and signature verifications
  • Process safety deposit boxes and loan payments
  • Provide customer assistance with balance details and other inquiries
  • Promote new credit union products and services to members and non-members
  • Assist the supervisor with audits and daily balancing of vault which exceeds 50,000
  • Educate members about online services to enhance banking convenience via self service options.
Call center representative, 01/2016 to 10/2016
C3City, STATE,
  • Provided accurate and appropriate information in response to customer inquiries
  • Demonstrated mastery of customer service call script within specified timeframes
  • Improved customer ratings by 9%
  • Addressed customer service inquiries in a timely and accurate fashion
  • Developed effective relationships with all call center departments through clear communication
  • Ran reports and supplied data to fulfill customer report requirements
  • Worked with upper management to ensure appropriate changes were made to improve customer satisfaction
  • Built customer loyalty by placing follow-up calls for customers who reported product issues
  • Properly directed inbound calls in phone queues to improve call flow.
Education and Training
High School Diploma: General, Expected in 01/2015 to Tucson High School - Tucson, AZ
  • Completed continuing education in NMLS, AZ,TX,CA,MI

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Resume Overview

School Attended

  • Tucson High School

Job Titles Held:

  • MLO
  • Accountant/Customer Service Representative
  • Teller/Loan Officer
  • Call center representative


  • High School Diploma

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