Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Results-oriented Mortgage Loan Originator knowledgeable about wide range of loan products. Professional in working with different customers to meet individual needs and maximize bank revenue. Analytical problem-solver tenacious in pursuing sales opportunities.

Seasoned Realtor with 3 years of experience in real estate sales. Experienced in all aspects of real estate buying and selling. Proficient in using latest online tools throughout sales process, including social media and advertising. Possesses excellent presentation and communication skills. Fully committed to customer satisfaction.

Resourceful, meticulous accounting professional with experience in strategic problem-solving solving, customer relationship management and financial reconciliations. Team player with strong technical proficiency and commitment to accuracy in financial data entry and recordkeeping.

  • Relationship building
  • Client account management
  • Credit check knowledge
  • Licensed Mortgage Loan Originator
  • Marketing expertise
  • Desktop Underwriter expert
  • Customer service-focused
  • Knowledge of FHA, USDA, VA and Conventional Loan Guidelines
  • Knowledge of Fannie and Freddie Guidelines
09/2021 to Current Mortgage Loan Originator Bayview Financial | Bedford, TX,
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Spent ample time with each applicant to break down complex information into terms that easy to understand.
  • Identified valuable solutions for customers with credit problems.
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Met with applicants to obtain information to streamline loan application process, fielding questions regarding steps.
  • Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
  • Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
  • Developed and maintained relationships with local real estate agents.
04/2018 to Current Realtor Windermere Real Estate | Walla Walla, WA,
  • Managed real estate transactions from initiation to closing.
  • Scheduled home viewings with potential buyers.
  • Maintained current and accurate CRM database of prospective customers.
  • Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
  • Generated list of properties to meet specific client needs.
  • Researched and determined competitive market price.
  • Represented buyers and sellers in major real estate transactions.
  • Accompanied buyers during property inspections.
  • Communicated with inspectors, lenders and pest control companies to maintain purchase agreement terms.
  • Facilitated closing process on behalf of clients and reviewed parts of contracts to resolve issues prior to closing.
  • Promoted properties via advertisements, open houses and multiple listing services.
  • Promoted sales through advertising, open houses and Multiple Listing Services.
  • Conferred with escrow companies, lenders and home inspectors to expedite transactions and home buying process.
  • Assisted homeowners with relocation and moving services after sale of each home.
  • Evaluated mortgage options to help clients obtain financing at best rates and terms.
  • Hosted property tours and open houses to generate property interest and network with potential clients.
  • Liaised between buyers, sellers and service contractors to coordinate home inspections and appraisals.
  • Promoted listings on social media and print advertisements.
  • Established positive flow of communication with clients, banks and attorneys to foster seamless property transactions.
  • Expanded brand presence through proactive marketing and advertising strategies.
03/2021 to 07/2021 Mortgage Loan Originator Bayview Financial | Dallas, TX,
  • Please see job duties for Icon Mortgage. I held the same position within both companies with the same job duties.
10/2012 to 07/2021 Accounting Bookkeeper Trinity Episcopal Church | City, STATE,
  • Processed invoices and checks, and maintained daily cash logs and deposits.
  • Organized and maintained chart of accounts, and updated monthly entries and adjustments, including ADP payroll entries and monthly accruals.
  • Collaborated with accounting management to produce accurate and timely financial paperwork and reports for AP and AR, budget administration and year-end closing requirements.
  • Reviewed transactions, issued checks and updated ledgers and budgets.
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
  • Alleviated financial discrepancies by preparing bank reconciliations, managing field audits and reviewing accounting records for accuracy.
  • Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
  • Maintained current understanding of state and federal accounting procedures to prevent legal or compliance issues.
  • Coordinated budget information by assessing estimated income and expenses as well as historical budgets.
  • Performed bi-weekly payroll and coordinated record keeping.
Education and Training
Expected in 06/1991 High School Diploma | Clio High School, Clio, MI, GPA:
Expected in 03/2018 Real Estate 90 Hour Licensing Course | Real Estate Kaplan University, Davenport, IA GPA:
  • Consistently maintained high customer satisfaction ratings.
  • #1 Realtor in brokerage in sales volume for 2020.
Activities and Honors
  • Member, Small Business Association (2018 - present)

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School Attended

  • Clio High School
  • Kaplan University

Job Titles Held:

  • Mortgage Loan Originator
  • Realtor
  • Mortgage Loan Originator
  • Accounting Bookkeeper


  • High School Diploma
  • Real Estate 90 Hour Licensing Course

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