Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Organized Mortgage Loan Officer with 3 years of experience in lending and banking. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.

  • Wealth Planning
  • Complaint Handling
  • Property Evaluation
  • Loan File Review
  • Automated Underwriting System (AUS)
  • Application Review
  • Problem Solving
  • Credit History Review
  • Referral Network Development
  • Terms Definition
  • Credit File Updating
  • Income Evaluation
  • Loan Feasibility Assessment
  • Attention to Detail
  • Product Education
  • Financial History Analysis
  • Payment Schedule Computation
  • Loan Processing Coordination
  • Loan File Maintenance
  • Customer Relations
  • Creditworthiness Determination
  • Process Improvement
  • Microsoft Office
  • Time Management
  • Active Listening and Learning
  • File Organization
  • Analytical and Critical Thinking
  • NMLS Registration
  • Data Entry
  • Verbal and Written Communication
  • Regulatory Disclosure Preparation
  • Bank Product Marketing
  • Basic Mathematics
  • Complex Problem Solving
  • Performance Assessment and Improvement
  • Documentation and Recordkeeping
  • Remote Video Conferencing
  • Client Interview
  • Multitasking and Prioritization
  • Sound Judgment
  • Database Management
  • Customer Service
  • Financial Service Solutions
  • Economics Understanding
  • Decision Making
  • Oral and Written Comprehension
  • Networking and Partnership Development
  • Loan Portfolio Monitoring
Work History
Mortgage Loan Officer, 08/2020 - Current
Keybank National Association Morton, WA,
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Fielded customer complaints and provided solutions.
  • Assisted senior-level credit officers with complex loan applications.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Developed and maintained relationships with local real estate agents.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
Branch Relationship Banker II, 01/2017 - 12/2018
Carlie C's Iga Fayetteville, NC,
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Developed and maintained courteous and effective working relationships.
  • Delivered exceptional level of service to each customer by listening to concerns and answering questions.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Identified issues, analyzed information and provided solutions to problems.
  • Resolved problems, improved operations and provided exceptional service.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Educated and worked with clients on ROI terms to find accurate solutions.
Store Manager, 09/2009 - 12/2016
Shoe Department City, STATE,
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
  • Promoted team collaboration, performance and efficiency by fostering healthy environments focused on mutual success.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge and service requirements.
  • Managed inventory control, cash control and store opening and closing procedures.
  • Reported to district manager regarding all store and staff issues, financial goals and sales.
  • Engaged and interacted with customers to create positive shopping experiences and drive revenue growth.
  • Managed, hired and developed top talent to strengthen workflow and productivity.
  • Developed new store location from ground up by hiring and training efficient team.
  • Generated repeat business by delivering exceptional customer service and positive engagement.
  • Executed proof of concept strategic initiatives for future goals, including digital signage and guided selling plans.
  • Delivered positive results by controlling monthly operations budget and limiting financial discrepancies.
  • Rotated merchandise and displays to feature new products and promotions.
  • Supervised guests at front counter, answering questions regarding products.
  • Oversaw receiving and display of incoming products, meeting planned promotions and seasonal rotation for sales events.
  • Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
  • Rotated stock to achieve optimum appeal and minimize shrinkage.
  • Completed all point of sale opening and closing procedures, including counting contents of cash register.
  • Managed all aspects of store operations, including organization, maintenance and purchasing functions.
  • Oversaw employee scheduling to guide operations and secure adequate staffing coverage for busy periods.
  • Minimized on-site cash with frequent deposits and high accuracy in predicting operations.
  • Protected store from loss or theft by setting and enforcing clear security policies.
  • Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
  • Partnered with store director to interview, hire, train and develop department managers and team members to build and sustain high in-store performance.
  • Trained and developed new associates on POS system and key sales tactics, which improved process flows.
  • Trained new hires for diverse jobs and kept employees up-to-date through frequent meetings.
  • Created work schedules according to sales volume and number of employees.
No Degree: Business Administration And Management, Expected in
Kent State University - Warren, OH,
Certificate: Ministry, Expected in 12/2020
Rust City College - Niles, OH,
High School Diploma: , Expected in 05/2009
Champion High School - Warren, OH
  • NMLS Licensed Loan Officer

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School Attended

  • Kent State University
  • Rust City College
  • Champion High School

Job Titles Held:

  • Mortgage Loan Officer
  • Branch Relationship Banker II
  • Store Manager


  • No Degree
  • Certificate
  • High School Diploma

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