ophthalmic technician resume example with 20+ years of experience

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

Knowledgeable Loan Processor bringing 20 + years of experience in banking and financial positions. Skilled at collaborating with people of all backgrounds to complete loan packages. Adept at building loyalty and trust between bank and customer. Successfully manages high volumes of loan documentation in fast-paced environments with customer satisfaction. Familiar with verifying tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes.

  • Desktop Underwriter
  • Closing Documentation
  • Loan Application Preparation
  • Credit Applications
  • Microsoft Office
  • Customer Communication
  • Employment Verification
  • Credit Bureau Contact
  • Customer Service
  • Time Management
  • Processing Documents
  • Gathering Appraisals
11/2022 to Current Ophthalmic Technician Amita Health | Lapeer, MI,
  • Prepared patients and administered basic eye exam tests.
  • Obtained and recorded patient medical history and operated ophthalmic equipment.
  • Conducted follow-ups with patients to evaluate progress, promote continuity of care and improve health outcomes.
  • Cleaned and performed minor maintenance on examination equipment and glasses.
  • Motivated and supported patients in navigating treatment for chronic eye conditions.
  • Maintained smooth patient flow throughout facility, promoting efficient overall operations.
  • Led patients to exam rooms, collected medical histories and asked questions regarding health and current medications to provide physicians with optimal initial data.
  • Screened patients for issues and eye diseases, checking visual acuity, color plates, pupil dilation and papillary function.
  • Documented patient care by charting patient condition and treatment in records.
  • Communicated with patients to obtain and document medical histories.
  • Promoted healthy vision by counseling and educating patients.
  • Wrote, edited and filed patient medical records, maintaining confidentiality.
05/2019 to 08/2022 Mortgage Processor - Wealth Management Marsh & Mclennan Companies, Inc. | Elon, NC,
  • Communicated with customers via telephone to answer questions, process transactions and resolve issues.
  • Created and completed loan submission packages.
  • Managed conditions sent from underwriting departments.
  • 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.
  • Checked approvals against established bank and government lending standards.
  • Submitted detailed loan packages to underwriting department to facilitate approval or denial processes.
  • Inspected loan documentation for mistakes and corrected discrepancies.
  • Educated clients regarding guidelines and adjustments of loan contracts and packages.
  • Contacted outside sources, references and vendors to verify client financial information.
  • Obtained and verified clearance of underwriting conditions to prepare loan file for submission and approval.
  • Evaluated and adjusted loan files to meet banking, federal and secondary market regulations.
  • Managed loan application pipeline by completing and submitting reports within allotted turn-around times.
2008 to 2018 Junior Underwriter Raymour & Flanigan Furniture | North Brunswick, NJ,
  • Conducted comprehensive analysis and evaluated risk to control underwriting loss.
  • Inspected financial statements, credit information and title data to complete underwriting process.
  • Analyzed loan-to-value ratios, debt-to-income ratios and credit scores to make underwriting decisions.
  • Worked with colleagues to review, accept or deny new and renewal business as providing effective feedback regarding decisions.
  • Achieved production goals by developing strong underwriting teams.
  • Negotiated coverage, policy pricing and service delivery during meetings with customers, agents or brokers.
  • Reviewed, classified, coded and rated applications to support underwriters during busy periods.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Worked on multiple projects and tasks to ensure high quality and timely delivery.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
2002 to 2007 Customer Service Representative Greenstate Credit Union | Oak Brook, IL,
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations with excellent communication skills
  • Upheld quality control policies and procedures to increase customer satisfaction.
  • Provided outstanding service to new and long-standing customers by working closely with them on concerns and developing solutions.
  • Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Developed strong customer relationships to encourage repeat business.
  • Trained new hires on products and services, best practices and protocols to reduce process gaps.
2000 to 2002 Mortgage Associate North American Mortgage | City, STATE,
  • Created all mortgage documents for title companies to meet closing deadlines
  • Approved HUD's for brokers and title companies for successful closings
  • Answered all questions from brokers and title companies about their closings and mortgage documents
  • Maintained strong relationships with brokers and title companies to help gain repeat business
Education and Training
Expected in 1994 to to Associate of Applied Science | Travel/Business Management Rasmussen Business College, Mankato, MN, GPA:

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Resume Overview

School Attended

  • Rasmussen Business College

Job Titles Held:

  • Ophthalmic Technician
  • Mortgage Processor - Wealth Management
  • Junior Underwriter
  • Customer Service Representative
  • Mortgage Associate


  • Associate of Applied Science

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