office assistant resume example with 14+ years of experience

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

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

  • Strong problem solver
  • Self-starter
  • Dedicated team player
  • Resourceful
  • Meticulous attention to detail
  • Professional and mature
09/2022 to Current Office Assistant Bd (Becton, Dickinson And Company) | Sacramento, CA,
  • Maintained business records by updating customer information.
  • Collected payments, issued receipts and updated accounts to reflect new balances.
  • Checked office supply levels, anticipated needs and placed orders for appropriate stock levels.
  • Offered diverse clerical support to office team members, managed correspondence, answered telephone calls and tracked documentation.
  • Collected and coded various documents to prepare for filing, storage and processing.
  • Conducted office inventory checks and requested restock of supplies.
  • Monitored calendars and scheduled appointments based on availability and established load limits.
  • Proofread and corrected correspondence and reports for error-free documentation.
  • Answered telephones, directed calls and took messages.
  • Operated photocopiers and scanners, facsimile machines and personal computers.
  • Delivered messages and ran errands.
  • Copied, sorted and filed records of office activities and business transactions.
  • Reviewed files, records and other documents to obtain information or respond to requests.
  • Communicated with customers, employees and vendors to answer questions and address complaints.
  • Typed, formatted and edited correspondence and other documents.
  • Opened, sorted and routed incoming mail and prepared outgoing mail.
  • Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
  • Completed and mailed contracts, invoices or checks.
  • Developed organizational filing systems for confidential customer records and reports.
  • Completed work schedules, managed calendars and arranged appointments.
  • Collected, counted and disbursed money to complete basic bookkeeping and banking transactions.
  • Troubleshot office equipment, computer hardware and software issues.
  • Processed and prepared business or government forms and expense reports.
12/2012 to 12/2019 Loan Processor Glacier Bancorp | Corvallis, MT,
  • Calculated income, assets and liabilities to meet lender requirements.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Created and completed loan submission packages.
  • Reviewed initial client documentation to structure and submit loan package.
  • Interfaced with borrowers to obtain needed items and prepare applications for underwriting review.
  • Maintained complete confidentiality of submitted information according to release guidelines.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Completed closing process by collaborating with attorneys, title companies and government clerks.
  • Filed completed packages quickly and efficiently.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Structured loan packages by properly analyzing credit reports, income and asset documents.
  • Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
  • Interviewed applicants to identify needs and evaluate eligibility for loans or mortgages.
  • Updated client account information and records in company databases.
  • Reviewed client documentation and contracts for discrepancies and mistakes.
  • Informed customers of loan application requirements and deadlines.
  • Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
  • Verified client financial information to determine creditworthiness and loan eligibility.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans.
  • Stayed abreast of lending regulations, industry trends and market rates.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Set up debt payment plans based on client credit, income and assets.
  • Prepared reports for customers with delinquent and irreconcilable accounts.
  • Located and suggested loan packages that met client needs and priorities.
07/2006 to 06/2011 Settlement Processor Midwestone Financial Group, Inc. | Coralville, IA,
  • Stayed calm and professional in situations and resolved conflicts to customer satisfaction.
  • Put together settlement options and development payment plans.
  • Remained highly organized and detail-oriented while working on several cases simultaneously.
  • Prepared thorough, accurate and well-edited documents for cases, client communication and internal needs.
  • Displayed superior confidentiality in mail, telephone and in-person communications.
  • Answered phones, greeted clients, scheduled appointments and made travel arrangements.
  • Revised documents, organized travel arrangements, submitted billable hours and coordinated court documentation for timely filings.
  • Maintained customer financial information and files.
  • Generated various financial reports for supervisors and managers for review and forecasting.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Understood and followed oral and written directions.
  • 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.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Maintained updated knowledge through continuing education and advanced training.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
04/2004 to 12/2005 Mortgage Loan Closer Regions Bank | City, STATE,
  • Scheduled closing meeting after gathering and preparing loan package documentation.
  • Verified accuracy of information on mortgage documents.
  • Promoted strong commitment to productive loan processing by following up with necessary parties and quickly resolving issues.
  • Delivered high level of service to every loan stakeholder through effective communication and explanation of [Type] documentation.
  • Responded to customer questions quickly and returned calls within [Number] hours.
  • Developed and maintained relationships with local real estate agents.
  • Gathered client debt, credit and income information to determine loan eligibility.
  • Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
  • Kept detailed records regarding approved, denied and received loan applications.
  • Complied applications and paperwork and double-checked for accuracy.
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
  • Analyzed new markets and developed referral networks to locate new loan prospects.
  • Submitted applications to credit analysts.
Education and Training
Expected in 06/1994 to to High School Diploma | Rogers High School, Toledo, OH, GPA:
Expected in to to | Business Administration University of Toledo, Toledo, OH GPA:

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Resume Overview

School Attended

  • Rogers High School
  • University of Toledo

Job Titles Held:

  • Office Assistant
  • Loan Processor
  • Settlement Processor
  • Mortgage Loan Closer


  • High School Diploma
  • Some College (No Degree)

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