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

Experienced Banking Professional with over 6 years industry experience across Consumer Banking and Small Business Lending. I am an expert of diverse banking and Investment products, loan processing and quality assurance of lending solutions.

With integrity I drive to inspire customer confidence to foster business growth.

Seasoned Job Title offering Number years of expertise in designing, measuring and adapting orthopedic braces and prostheses for patients with disabling conditions. Collaborate with other medical professionals and make sound clinical decisions. Skilled in assessing patients and formulating and implementing treatment plans.

  • Consumer and Commercial Loan processing
  • Credit risk evaluation
  • Wealth Management
  • Sales expertise
  • Banking
  • Excellent work ethic
  • Business development and planning
  • Detail-oriented
  • Strong Banking Ethics
  • Financial Transactions Expertise
  • Customer Service
  • Computer proficiency
  • Quality Management
Work History
01/2021 to 05/2021 PPP( Paycheck Protection Program)Loan Doc Reviewer Wells Fargo | City, STATE,
  • Reviewed, processed, closed and administered small business loan applications under the CARES Act Paycheck Protection Program.
  • Recommended loan approvals and denials based on customer loan application reviews to the Small Business Administration.
  • Successfully closed an average of 10 loans per day, reviewing over 150 financial documents.
  • Performed Quality Assurance on the High Side variance team
  • Complied with regulatory requirements, including Bank Secrecy Act and Anti Money Laundering.
  • Ensured projects were completed on time.
  • Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Reviewed and validated details of loan applications and closing documentation.
06/2019 to 12/2019 Digital Fulfillment Officer Standard Chartered Bank | City, STATE,
  • Identified and resolved online end to end onboarding process on newly launched digital banking platform.
  • Coordinated smooth workflow of new to bank as well transitioning existing to bank clients to the one stop online platform by working with telesales, Customer Due Diligence CDD and Card production team.
  • Worked with digital customers to understand requirements and provide exceptional online service.
  • Investigated and resolved customer complaints to foster service satisfaction.
  • Assisted with proactive client outreach initiatives and documented client correspondence in CEMS system.
  • Worked with Telesales and CDD Customer Due Diligence team to improve operations and provide exceptional customer service.
  • Received incoming calls and messages and addressed onboarding requests
  • Monitored social media and online sources for quick resolution of queries.
03/2014 to 06/2019 Business Development Executive, Retail Banking Standard Chartered Bank | City, STATE,
  • Focused on New Business Aquisition for forward planning to meet key business growth objectives.
  • Identified and pursued valuable business opportunities to generate new company revenue to improve bottom line profit.
  • Successfully sold banking solutions such as Accounts, personal loans, Bancassurance, fixed deposits and mutual funds.
  • Delivered campaigns to targeted market with the sales and marketing team to solidify new client opportunities & ensure client retention.
  • Consistently exceeded quotas through penetration of new accounts and cross selling to existing customers.
  • Maintained updated records in CEMS to meet sales team and Bank of Zambia regulations
  • Conducted cold calls to prospect external lead sources and advance sales process.
  • Fostered positive and trusting client relationship and professional reputation for meeting and exceeding objectives.
  • Pitched ideas for business development to executive team and gave in-depth presentations to clients using effective public speaking skills.
  • Tracked sales calls in database for relationship management.
  • Maintained high level of integrity by keeping sensitive client data and corporate information.
  • Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
  • Met with current clients to assess needs and develop improvement plans.
  • Represented company and promoted products at conferences and sales drives meetings.
06/2011 to 08/2011 Credit & Risk Dept- Quality Assuarance Intern Bayport Financial Services | City, STATE,
  • Assessed and evaluated accuracy of refund claims on closed micro financial loans submitted by clients.
  • Provided observations, took measurements and performed tests at various stages according to quality control plan.
  • Followed quality standards and procedures to minimize errors and maximize customer experience.
  • Monitored use of data files and regulated access to secure confidential information.
  • Responsible for generating reports and filing resolved cases of refund claims.
Expected in 11/2012 Bachelor Of Commerce | Accounting And Finance DMI St Eugene University , Lusaka , GPA:
  • Graduated with 4.6 GPA
  • Placement in First Upper Class Degree
  • Continuing education in Investments Analysis - Chartered Financial Analysis CFA.

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School Attended

  • DMI St Eugene University

Job Titles Held:

  • PPP( Paycheck Protection Program)Loan Doc Reviewer
  • Digital Fulfillment Officer
  • Business Development Executive, Retail Banking
  • Credit & Risk Dept- Quality Assuarance Intern


  • Bachelor Of Commerce

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