residential loan specialist resume example with 11+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Dedicated business professional with knowledge of service delivery, proven multitasking abilities, and committed to maintaining professional relationships to increase profitability and drive business results. Employs high quality oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, providing customized solutions to build loyalty, and accomplished in providing unsurpassed support to demanding customers. Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Knowledgeable about training employees, optimizing procedures and de-escalating challenging situations with a calm and professional approach. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities.

  • High Stress Environment, Complaint Resolution, Creative Problem Solver, Multiple Projects
  • Sales & Administrative Support, Staff Education, Training & Development,
  • Professional Telephone Demeanor, Database Parsing, Peer/Team Collaboration
  • Service Standard & Legal Compliance
  • Credit & Financial Aptitude
  • Fluent in English & Spanish
  • Financial Document Review, Application Preparation, Information Verification
  • Proficient in Word, Excel, Adobe
Work History
04/2017 to 08/2022
Residential Loan Specialist First United Bank & Trust Co Ada, OK,
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Handled high volume incoming calls from external and internal clients
  • Explained to consumers loan products and services regarding their inquiry
  • Collaborated with consumers, branch partners, and upper management regarding loan process
  • Provided loan decisions within allotted time-frame of Federal and State Regulations
  • Consulted with several departments, vendors, and consumers to engage action in providing financial solutions
  • Cross-trained in several aspects of Finance such as Loan Processing, Loss Mitigation, Personal Finance, and Consumer Lending.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Assisted senior-level credit officers with complex loan applications.
  • Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
  • Proactively identified solutions for customers experiencing credit issues.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Advised clients on mortgage, financial education, and personal loans.
06/2016 to 03/2017
Relationship Banker Phillips Service Industries Dallas, TX,
  • Worked with clients to address and respond to client and partnership management issues
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database
  • Approached prospective clients through cold calling and emails to meet sales targets
  • Answered customer questions and explained available services such as deposit accounts, loan products, and retirement services
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated
  • Demonstrated respect, friendliness and willingness to help wherever needed
  • Led projects and analyzed data to identify opportunities for improvement
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans
08/2015 to 06/2016
Sales Representative TJ Maxx Companies City, STATE,
  • Developed and delivered engaging sales presentations to convey product benefits
  • Assisted in product placement and visual merchandising, maintaining attractive and inviting appearance
  • Achieved monthly sales goals by promoting product benefits and enrolling new clients
  • Trained and mentored new sales representatives
  • Retained excellent client satisfaction ratings through outstanding service delivery
  • Increased sales by offering advice on purchases and promoting additional products
09/2009 to 06/2014
Client Service Representative & Receptionist Blackhawk Bank City, STATE,
  • Assisted large volume of customers every day with positive attitude and focus on customer satisfaction
  • Executed and devised business development strategies to attract and acquire new clients using content marketing, cold-calling and networking
  • Connected with clients through consultative sales strategies to understand and address requirements
  • Responded to customer calls and emails to answer questions about products and services
  • Managed receptionist area by greeting visitors, responding to telephone and email inquiries and providing information for in-person requests
  • Communicated with clients regarding account services, statements, and balances
  • Maintained and managed customer files and databases
  • Introduced clients to available online resources and services to increase convenience
  • Cultivated long-lasting client relationships based on trust and solid understanding of business needs
  • Facilitated inter-departmental communication to effectively provide customer support
  • Effective liaison between customers and internal departments
  • Investigated and resolved customer inquiries and complaints quickly
  • Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas
  • Responded proactively and positively to rapid change
  • Sought ways to improve processes and services provided
Expected in 05/2023 to to
BSA: Accounting and Business Administration
McKendree University - Lebanon, IL,
Expected in 05/2011 to to
Associate Degree of Arts and Science:
University of Wisconsin - Rock County - Janesville, WI,
Expected in 06/2008 to to
High School Diploma:
Milton High School - Milton, WI

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Resume Overview

School Attended

  • McKendree University
  • University of Wisconsin - Rock County
  • Milton High School

Job Titles Held:

  • Residential Loan Specialist
  • Relationship Banker
  • Sales Representative
  • Client Service Representative & Receptionist


  • BSA
  • Associate Degree of Arts and Science
  • High School Diploma

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