senior document review analyst resume example with 8 years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
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Summary
Experienced analyst and consultant who believes in high-quality customer satisfaction. Knowledgeable in accounting, management, and financial literacy to help clients and companies obtain revenue. Motivated and dedicated to helping the company Accenture meet its goals and to enhance the organizational brand.
Education
Bachelor of Business Administration: Management, Expected in 12/2013 to North Carolina Central University - Durham, NC GPA:
Extracurricular Activities: Football Team
Community Service Hours: 180 State Employees Credit Union
Awarded [MEAC Rookie of the week] Awarded for outstanding performance as athlete and student.
Senior Document Review Analyst, 09/2021 to Current City Of Boynton Beach Fl – Boynton Beach, FL,
Review and audit insurance, payment, and mortgage documents to maintain compliance for over 10 customers daily
Set up payments for new or refinanced mortgages
Call insurance companies to correct or add lienholder information to new or existing insurance policies
Review at least ten daily home appraisals to calculate town and city tax for new home constructions, which served clients and benefited them in calculating and tracking monthly mortgage payments
Made decisions and recommendations about extending lines of credit for hundreds of clients.
Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
Performed credit reviews weekly on corporations to assess financial conditions.
Complied with internal controls and government regulations.
Improved understanding of financial statements, which helped in assessing risk for clients and company.
Educated members on available services and make recommendations based on their needs
Opened hundreds of new membership accounts and processed changes for existing accounts
Reviewed and maintained auto insurance list
Read and analyzed hundreds of credit reports and other financial data to make decisions of approval or denial
Calculated gross income and verified current debts to compute debt to income ratio
Successfully communicated guidelines, due dates and late fees so that member is well informed
Financial Services Supervisor , 07/2018 to 09/2021 Legacy Credit Union – Albemarle, NC,
Worked with over ten clients daily to develop financial planning and systems for strategies and solutions through evaluation of finances.
Established productive relationships with prospective customers to drive sustained growth.
Offered competitive commercial banking solutions and retail financing options.
Negotiated with finance companies for optimal financing opportunities for average of ten clients daily.
Purchased and sold currency ranging from thousands to millions to and from Federal Reserve Bank on weekly basis
Oversaw branch opening and closing
Scheduled and tracked weekly ATM and TCD audits with zero error rate
Calculated and ordered cash for weekly branch operations.
Scheduled and conducted potential new hire interviews
Assisted employees with member or procedural problems
Delegated appropriate duties and follow up to determine work completion
Responded to members complaints or criticism on a weekly basis to help client and integrity of company
Counseled and trained over one hundred employees when necessary
Bank Secrecy Act, Anti Money Laundering and Office of Foreign Assets Control training
Financial Services Officer , 02/2016 to 07/2018 Truist Financial Corporation – City, STATE,
MLO# 1755039
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Offered competitive commercial banking solutions and retail financing options.
Negotiated with finance companies for optimal financing opportunities for clients.
Assisted in all areas of consumer lending and make lending decisions
Assisted in collection efforts of negative checking account and past due loans
Notary Public
Certified tax preparer
Answered tax related questions and prepared tax returns
Educated members on available services and make recommendations based on their needs
Opened new membership accounts and processed changes for existing accounts
Reviewed and maintained auto insurance list
Read and analyzed credit reports and other financial data to make decisions of approval or denial
Calculated gross income and verified current debts to compute debt to income ratio
Successfully communicated guidelines, due dates and late fees so that member is well informed
Developed and implemented plans to collect and recover on delinquent loans over thousands of dollars which prevented bank from losing earnings
Financial Services Representative , 07/2014 to 02/2016 State Employees Federal Credit Union – City, State,
Worked with clients daily to develop financial planning strategies and solutions through evaluation of finances.
Built and deepened productive relationships with hundreds of prospective and competitive customers to drive sustained growth.
Offered competitive commercial banking solutions and retail financing options.
Worked with clients to provide competitive commercial banking solutions and retail financing plans.
Handled and maintain cash drawer
Discussed financial options with ten to fifty clients weekly.
Verified validity of foreign and domestic checks preventing potential fraud for bank and client
Balanced ATM, TCD, Coin Sorter, and Operated drive-thru window
Maintained high quality customer service
Monitored behavior of members to minimize treat of theft of company assets.
Skills
Computer Skills (Microsoft Office Excel, Access, Word, PowerPoint, Margo, Software Systems, Platform, Bobwhite and Taxwise)
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