Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary


 Personnel Banker offering vast knowledge of banking regulations and compliance procedures. Dedicated to maintaining professionalism and integrity. focused on customer service, efficiency and achievement. Goal-oriented multi-tasker who excels as a team leader.
  • Bilingual in Spanish
  • Handling Confidential work
  • Multitasking
  • Verbal communication skills
  • Practices due diligence


  • Administrative Support
  • Certified Medical Office Assistant
  • Excellent work ethic
  • Microsoft Office proficiency outlook




Work History
09/2016 to Current Mortgage Closer Cambridge Trust Company | , ,
  • Effectively managed final steps of closing process mitigate risk and errors in order to achieve timely and efficient closings.
  • Verified that underwriter's loan conditions are satisfied and documents are signed properly.
  • Reviewed statements prior to closing for borrower's information, account payoffs, home owners insurance, property taxes and other pertinent closing information.
  • Created wire initiation and transmitted disbursement of funds on closed loans.
  • Corrected errors and confirmed accurate funding, lien payoffs, and final mortgage recording by working closely with attorneys, loan officers, and other departments.

2010 to 09/2016 Personal Banker Guaranty Bancshares, Inc. | , ,


  • Submitted loan applications to the underwriter for verification and recommendations.
  • Successfully exceeding loan volume quarterly. 
  • Maintained strict confidentiality of bank records and client information.
  • Customer service focus with ability to actively listen, elicit information, comprehend customers issues/needs, and recommend solutions.
  • Strong organizational, multi-tasking, and prioritizing.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Advised clients on mortgage, educational and personal loans.
  • Maintained friendly and professional customer interactions.
2009 to 11/2009 Cashier/Receptionist Phelps County Regional Medical Center | , ,
  • Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
  • Monitored cash drawers stations to ensure adequate cash supply.
  • Directed guests and routed deliveries and courier services.
  • Answered and managed incoming and outgoing calls while recording accurate messages.
Expected in Certificate | Medical Administrative Front Office , Regional Occupation Program, GPA:
Expected in Certificate | Business Computer Administration Regional Occupation Program, , GPA:

Expected in High School Diploma | General Belford High School, , GPA:
  • Promoted from Teller to Personal Banker in 1 year
  • Recognized for top performer
  • Repeatedly commended by superiors for excellent customer service

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Resume Overview

School Attended

  • Medical Administrative Front Office
  • Regional Occupation Program
  • Belford High School

Job Titles Held:

  • Mortgage Closer
  • Personal Banker
  • Cashier/Receptionist


  • Certificate
  • Certificate
  • High School Diploma

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