Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature.

  • Customer portfolio management
  • Financial Advising
  • Customer Accounts Management
  • Loans
  • Customer Service
  • Prospecting Clients
  • Sales expertise
  • Banking
  • Business relationship cultivation
Work History
01/2021 to Current
Mortgage Loan Processor Fifth Third Bank Landis, NC,
  • Prepared and delivered loan documents to title and escrow teams.
  • Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
  • Organized, filed and maintained customer, department and regulatory loan records.
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Submitted completed loan applications, including recommendations for underwriting approval or denial.
  • Examined and verified information in loan application and closing documents.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Analyze referred loans for areas of concern and determine proper course of action (e.g.
  • Obtain explanations for derogatory credit).
  • Determine and advise members on approved loan conditions and documentation requirements.
  • Ensure progress and inclusion of required mortgage processing information (e.g.
  • Verifications of employment, assets, income and liabilities; appraisal reports, Navy Federal and investor requirements, etc).
  • Maintain contact with the member during the entire loan process.
  • Monitor mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations.
  • Remain available to members during scheduled evening hours after assigned work days and during scheduled hours.
  • Respond to inquiries about processing status, problems and concerns.
  • Resolve or arrange for resolution of operational/processing issues, inquiries and complaints.
  • Respond to inquiries and resolve any issues concerning the processing of applications.
  • Review loan for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required.
07/2019 to 01/2021
Member Service Representative II Abnb Federal Credit Union York County, VA,
  • Served as the first point of contact for members calling Navy Federal’s contact center operation’s line.
  • Helped members resolve account problems and navigate internal systems to handle routine needs.
  • Offered exceptional member service to differentiate and promote company brand.
  • Evaluated member account information to assess current issues and determine potential solutions.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Communicated information to customers about product quality, value and style.
  • Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
  • Processed payments and disputes utilizing internal software.
10/2018 to 07/2019
Universal Banker Citizens Bridgewater, MA,
  • Enthusiastically greeted customers and offered dedicated service during entire transaction, improving bank satisfaction ratings.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Rapidly and efficiently prepared customer, ATM cash and change orders.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
09/2010 to 08/2016
Force Support Specialist 167th Airlift Wing City, STATE,
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
  • Delivered top-notch administrative support to office staff, promoting excellence in office operations.
  • Sorted, opened and routed incoming correspondence and deliveries to help senior leaders respond quickly to business and customer requirements.
  • Maintained supplies inventory by checking stock to determine inventory level and ordering new supplies when inventory runs lows.
  • Designed and implemented internal training for supervisors and other personnel.
  • Coordinated implementation of people-related services, policies and programs through departmental staff.
Expected in
No Degree: Health Sciences
Blue Ridge Community And Technical College - Martinsburg, WV,
Expected in 2014
Certification : Surgical Technology
James Rumsey Technical Institute - Martinsburg, WV,
Expected in 05/2011
High School Diploma:
Musselman High - Inwood, WV,

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Resume Overview

School Attended

  • Blue Ridge Community And Technical College
  • James Rumsey Technical Institute
  • Musselman High

Job Titles Held:

  • Mortgage Loan Processor
  • Member Service Representative II
  • Universal Banker
  • Force Support Specialist


  • No Degree
  • Certification
  • High School Diploma

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