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Service Representative II Resume Example

Resume Score: 80%

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SERVICE REPRESENTATIVE II
Professional Summary

Self-motivated experienced Consumer/Commercial Real Estate Lending professional with both educated and working knowledge of loan documentation, loan closing processes and procedures, lending conditions, compliance and lending regulations. Seeking a position as a Mortgage Loan Closer to build upon my current knowledge whilst accommodating personal thrive for heavy work-load and challenging environments.

Skills
  • Commercial Lending,Commercial Real Estate, Risk Management,Compliance
  • HMDA, Appraisal Independence Requirements (AIR)
  • Initiative, Decision Making, Client Services
  • Interpersonal, Problem Solving, Analytical, Process Improvement
  • Portfolio Management, Loan Closing/Funding
  • Loan Documentation, Data Analysis, Operations, Financial Statements
  • Microsoft Office, Adaptability, Collaboration, Fast Learner
  • Superb Experience Working With Staff and Working with Minimal Supervision
  • Strong Organization, Self-Management, Time-Management, Diligence, and Keen Eye for detail
  • Advanced Experience With Accounting and Financial Software
  • Written/Oral Communication, Multitasking, Prioritizing skills, and meeting Deadlines
Work History
Service Representative II, 08/2019 to 02/2020
Citizens Business Bank – Stockton, CA
  • Prepare all commercial loan documents for signing
  • Review and audit loan documentation for accuracy and completeness to ensure compliance with underwriting, government, and company requirements
  • Responsible for preparing and verifying final figures
  • Understand and adhere to all existing changes as soon as they are implemented
  • Obtain clients' financial statements (BFS/PFS/ PFS Cert.) and tax returns for review
  • Manage, coordinate and prioritize multiple loan closings simultaneously
  • Loan closing process, documentation, procedures, and compliance (Incl.SBA 504). Ensuring all loans are closed in strict accordance with all guidelines
  • Review and ensure all tickler reports are updated and accurate
  • Order flood certifications for loans pending closing
  • Run OFAC reports
  • KYC / Reconciliation
  • Download, Print and distribute various monthly reports for VP Center Manager and Loan Officers (Incl.Pipeline)
  • Assist VP in reviewing and scanning Loan closing documents
  • Research Loan system to resolve any problems and/or respond to customer inquiries
  • Working and Educated knowledge of spreadsheets,Excel,Microsoft Office, and Financial software
  • Customer due diligence and risk management
  • Review executed Loan packages for accuracy and to ensure compliance with regulatory and policy requirements
  • Assisted with projects to streamline various job functions
  • Pull appropriate documents from Secretary of State Website and verify accounts are active.(Articles of Organization/Statement of Information)
  • Coordinate and Facilitate initial Loan funding
Teller/Universal Associate Banker, 05/2017 to 05/2019
JPMorgan Chase – Stockton, CA
  • Worked directly with Mortgage Officers to ensure Loan documents are prepared in accordance with credit approval, loan documentation standards, government and regulatory requirements
  • Maintain open lines of communication to obtain Loan status information
  • Analyzing customer accounts, balances, and spending habits to ensure they are enrolled in appropriate beneficial programs, and placed in correct account class
  • Prepared new account documents for opening of accounts
  • Follow up with additional email reminders to customer for account information
  • Analyzed all accounts and activity for appropriate referrals, while taking precaution on risk mitigation
  • Opened and closed accounts on platform side
  • Organized complex projects, while accommodating changing timelines and priorities
  • Simultaneously managed teller line employees, filed all proof work, upheld culture manager responsibilities, and performed customer debit/ credit card transactions with complete accuracy
  • Performed Cash Vault,Teller audits, shipments and input data for outages
  • Familiarity with mortgage department and platform side
Teller, 07/2014 to 06/2015
Bank Of America – Oceanside, Ca
  • Review customers' loans and accounts for refinancing opportunities
  • Analyzed accounts/statements to ensure financial order and to determine financial need for credit or loans
  • Opened new accounts, Ordered/Replaced Debit cards, closed accounts, and changed account status
  • Prepared, sorted, and distributed daily/Loan reports to appropriate files
  • Accurately processed all cash, credit, debit transactions, administrative work, and cash Reconciliation in high volume location with 100% rate accuracy
  • Prepared all branch and customer cash orders
  • Processed quarterly Vault and ATM audits with zero error rate
Shift Manager/Cashier, 10/2012 to 10/2014
Yogurtland Franchising Inc – Oceanside, Ca
  • Tracked receipts, employee hours, inventory, screened all calls, and input data into ecommerce system
  • Produced regular reports and spreadsheets to evaluate company/employee performance Via QuickBooks
  • Performed Head Cashier and safe vault custodian functions while providing excellent customer service
  • Trained and mentored all new employees to maximize team performance/ Coordinated employee reviews, meetings, and schedules
Education
Business Administration/AccountingSan Joaquin Delta College - Stockton, CA
High School Diploma: 2012
Edison High School - Stockton, CA

Business Administration Program

GPA: 3.25

Certifications

BSA, AML, OFAC Certificate

Typing Certificate 55 WPM

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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Citizens Business Bank
  • JPMorgan Chase
  • Bank Of America
  • Yogurtland Franchising Inc

School Attended

  • San Joaquin Delta College
  • Edison High School

Job Titles Held:

  • Service Representative II
  • Teller/Universal Associate Banker
  • Teller
  • Shift Manager/Cashier

Degrees

  • Business Administration/Accounting
    High School Diploma : 2012

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