mortgage loan processor resume example with 4+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Experienced Loan Processor focused on improving the bank's loan program through knowledgeable and efficient service to customers according to program parameters.Dedicated to offering exceptional assistance to team members and clients. Skilled at coordinating appointments, organizing mail and collecting messages to facilitate office communication. Positive and upbeat with Clairerelationship-building abilities.

  • Processing Procedures
  • Information Verification
  • Communications
  • Organization
  • Team management
  • Contract Finalization
  • Cash Handling
  • Accurate Money Handling
  • Transaction processing
  • Upselling skills
  • Compliance, banking laws and regulations
  • Rapid 10-key data entry
  • Cheerful
  • Financial Advising
  • Positive
  • Financial services
  • Scheduling
  • Appointment Setting
  • Telecommunications
  • Troubleshooting Technical Issues
  • Call Select Communication Systems
  • Client Needs Assessment
  • Loan Processing
  • Problem resolution
  • MS Office
  • Customer service
  • Team Bonding
  • Application Preparation
  • Sales
  • Cash counting
  • Account updating
  • Night and safe deposit procedures
  • Loans
  • Accounting systems and software
  • Excellent time management skills
  • Math aptitude
  • Ledger and balance sheet competency
  • Performance Monitoring
  • Professional Telephone Voice
  • Billing Inquiries
  • Technical Support
  • Customer Complaint Resolution
  • Guest Services
  • Account Management
Work History
Mortgage Loan Processor, 08/2020 - Current
Citigroup Inc. Tennessee, IL,
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Set up and completed loan submission packages.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Member Service Representative, 02/2017 - 08/2020
Gcs Credit Union Pontoon Beach, IL,
  • Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
  • Maintained clean, organized and well-stocked member service area.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Provided customer records on demand, including account statements and copies of checks.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Reconciled cash drawer and resolved discrepancies.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
Lead Sales Consultant, 02/2018 - 02/2019
Comcast Oak Brook, IL,
  • Provided exceptional customer service to foster client loyalty and satisfaction.
  • Negotiated contracts and sales terms with new and existing clients.
  • Promoted brand awareness and utilized networking to increase brand development.
  • Used consultative sales techniques to pinpoint customers' advertising needs and close on short-term and long-term sales contracts.
  • Made outbound calls to existing customers to upsell advertising packages.
  • Organized company files and created support system to decrease workload and increase productivity of account managers.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Sought out training opportunities to enhance customer relationship management abilities and further boost satisfaction scores.
  • Detailed payment options and transferred customers to billing department for payment or further questions regarding bill.
  • Initiated termination upon request.
Associate of Science: Interdisciplinary Studies, Expected in
Liberty University - Lynchburg, VA
Status -
Bachelor of Applied Science: Criminal Justice, Expected in
Liberty University - Lynchburg, VA
Status -
Associate of Arts And Sciences: General Studies, Expected in
Eastern Gateway Community College - Steubenville, OH
Status -
Associate of Applied Arts: General Studies, Expected in
Amridge University - Montgomery, AL
Status -

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Resume Overview

School Attended

  • Liberty University
  • Liberty University
  • Eastern Gateway Community College
  • Amridge University

Job Titles Held:

  • Mortgage Loan Processor
  • Member Service Representative
  • Lead Sales Consultant


  • Associate of Science
  • Bachelor of Applied Science
  • Associate of Arts And Sciences
  • Associate of Applied Arts

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