Livecareer-Resume
Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Professional Profile
Financial management professional with extensive experience in systems and business processes; Progressive and diversified experience in work flow processes; Analyzing and compiling data; Complex problem resolution; Technical troubleshooting; Detail Oriented; Developing and maintaining key strategic relationships. Proven ability to manage and facilitate complex projects and solve multifaceted business problems in a fast paced deadline-oriented environment.
Qualifications
  • Detail-oriented
  • Excellent communication skills
  • Complex problem solving
  • Managing multiple priorities
  • Critical thinking
  • Troubleshooting proficiency




  • Implementing new business systems
  • Contracts
  • Loan operations
  • Microsoft Office Suite
Relevant Experience

Processed 8 loan applications per month for 3 months in a row. Created strategies to develop and expand existing customer sales, resulting in a 1.5% increase in cross sell ratio.

Experience
Mortgage Banker, 02/2013 - Current
Renasant Kennesaw, GA,
  • Increased Sales 4.4M by sending regular correspondence to our sphere of influence
  • Created checklist of documents needed to submit the loan file to quality control increasing the pass rate to 95% resulting in the file moving faster through the loan process and providing the borrower with an exceptional loan experience
  • Work with borrowers from pre approval to closing creating a relationship with the borrower as a future referral source while maintaining compliance with RESPA, TILA, ECOA, Fair Lending, SAFE, GLBA, and the Patriot Act
  • Analyze supporting loan documents, including but not limited to Complex Tax Returns and financial statements ensuring the documents meet underwriting guidelines
Office Manager/Paralegal, 2008 - 07/2012
Loanmart Van Nuys, CA,
  • Answered user inquiries regarding computer software and hardware operation.
  • Set up equipment for employee use.
  • Conducted computer diagnostics to investigate and resolve problems and provide technical assistance and support.
  • Established requirements for new systems and modifications.
  • Developed training materials and procedures.
  • Oversaw local IT infrastructure including servers, security, networking, storage systems and desktops.
  • Led team of 4+ and Attorney resulting in doubling sales from $200K to $600K by analyzing work flow process to eliminate overlapping job duties
  • Drove business by monitoring Key Performance Indicators ("KPI")
  • Cultivated vendor, client, paralegal and attorney relationships increasing turn times for response for real estate contracts, bankruptcy confirmations and negotiation.
  • Customized BK Express Software to integrate with Time Matters, tested software, trained staff and supported software further streamlining the work flow
  • Completed professional Certificate in Paralegal Studies to better understand the role of the paralegal
  • Handled personnel issues including but not limited to payroll, disciplinary action and performance appraisals
Loan Officer, 04/2005 - 11/2007
Brady Corporation Washington, DC,
  • Founded Business Networking International ("BNI") Group creating a sphere of influence resulting in consistent referrals and closed loans
  • Analyze supporting loan documents, including but not limited to Complex Tax Returns and financial statements ensuring the documents meet underwriting guidelines
Customer Service Representative, 08/2003 - 04/2005
Advantage Bank (now Sun National Bank) City, STATE,
  • Led team of 6+ during absence of Branch Manager
  • Assist with errors and outages when balancing the branch
  • Review customer relationships ensuring products and services meet their needs
Information Technology Officer, 2000 - 08/2002
MASSBANK For Savings (now Eastern Bank) City, STATE,
  • Provided network, software and hardware support to 20 branches and departments
  • Answered user inquiries regarding computer software and hardware operation.
  • Set up equipment for employee use.
  • Installed and performed repairs to hardware, software and peripheral equipment, following design and installation specifications.
  • Conducted computer diagnostics to investigate and resolve problems and provide technical assistance and support.
  • Performed second-level support for all workstation and server class systems.
  • Researched new trends and technologies leading to testing and justification for deployment.
  • Identifying IT security and risk researching solutions and proposing solution to Technology Committee minimizing exposure to the Bank
  • Develop and implement Information Security Policy and IT Action Plan ensuring compliance with Internet safety and usage
  • Develop working relationships with vendors keeping communication open resulting in excellent service
Financial Services Operations Officer, 06/1998 - 11/2000
MASSBANK For Savings (now Eastern Bank) City, STATE,
  • Led team of 3+ which resulted in improved work flow processes
  • Assistant to Senior VP of Community Banking with branch communications, scheduling meetings and preparing reports
  • Assist Technology Officer with server and workstation upgrades n anticipation of computer conversion which resulted in promotion to Information Technology Officer
  • Test computer equipment and teller software for functionality for Y2K; Member of the Y2K Committee
Branch Manager/Bank Officer, 05/1987 - 05/1998
MASSBANK For Savings (now Eastern Bank) City, STATE,
  • Led team of 12 + to use customer greeting technics which increased customer satisfaction ratings
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
  • Conduct internal audits to ensure team compliance with Standard Operating Procedures (“SOP”) which resulted in reduced risk to the Bank
  • Analyze branch deposits and projected branch deposit goals each year for bank branch of 80M
  • Reduce the number of teller posting errors by 98% in three months using consistent follow up
  • Led team of 4+ to increase branch cross sell ratio to 1.5% resulting in increased branch sales and customer relationships
  • Helped customers with consumer loan applications, reviewed consumer credit reports for creditworthiness and recommended loan approval or denial to loan committee
  • Member of the Standard Operating Procedure Committee (“SOP”) review and update existing procedures as well as developing new procedures as needed
  • Participate in customizing and testing teller software providing an opportunity to assist bank employees with software questions and problems
Education
Bachelor's: Business Administration, Expected in
-
Thomas Edison State College - ,
GPA:
Certificate of Paralegal Studies: Professional, Expected in
-
Thomas Edison State College - ,
GPA:
Affiliations

Participant, American Diabetes Association

Certifications

Certified M.C.S.E. Windows NT

Professional Certificate of Paralegal Studies

Skills
  • Microsoft Software: Excel, Word, PowerPoint, Access, Outlook
  • Data Reporting Software: Crystal Reports, Alpha 5 Legal Software: ECF, PacerAllstate, BK Express
  • Customer Relationship Software: Loyalty Express, Time Matters, ACT
  • Loan Software: Empower, Caylx

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School Attended

  • Thomas Edison State College
  • Thomas Edison State College

Job Titles Held:

  • Mortgage Banker
  • Office Manager/Paralegal
  • Loan Officer
  • Customer Service Representative
  • Information Technology Officer
  • Financial Services Operations Officer
  • Branch Manager/Bank Officer

Degrees

  • Bachelor's
  • Certificate of Paralegal Studies

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