LiveCareer-Resume
Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary

Experienced Senior Commercial Loan Processor specializing in residential investment properties and small business commercial real estate. Engaged and able to respond to and complete lender requests, including those that require in depth knowledge of commercial real estate. Have an extensive background in Personal Banking with the ability to deepen customer relationships through needs based assessment as well as solution offerings to strengthen financial lives.


AREAS OF EXPERTISE


Commercial Loan Processing | Legal Compliance | Information Verification | Commercial and Credit Loans | Consumer Banking Specialist | Engaged Relationship-Builder | Appraisal, Title and Insurance Review | Excellent Time Management | Due Diligence | Customer Contact | Financial Services Industry | Contract Finalization

Work History
12/2020 to 03/2023
Commercial Loan Processor Finance Of America Commercial , , Chicago, IL

Set up, process and complete loan packages through closing using Encompass - specializing in Fix and Flip residential investment properties.

  • Satisfy conditions set by underwriting departments.
  • Worked with customers in person, by email and via telephone to answer questions, process transactions and resolve issues.
  • Review financial statements and work with borrowers to clarify details.
  • Coordinated closing process with attorneys and title companies.
  • Collect, compile and review documents such as title abstracts, evidence of insurance, loan files and tax histories.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Maintained long-term relationships with customers to provide best-in-class customer service.
  • Provided quick turnaround times to maintain fast-past schedule.


02/2017 to 12/2020
SR COMMERCIAL LOAN PROCESSOR/DOCUMENT SPECIALIST SYNOVUS BANK , , Columbus, GA

Set up, process and complete loan packages through closing using Synergy LOS - specializing in small business commercial properties.

  • Process loans using Synergy
  • Process, review and update loan requests following due diligence procedures required to determine values of collateral and bank lien position or compliance with regulatory requirements
  • Consult with third party vendors, closing agents, attorneys, insurance company to obtain necessary loan closing documentation and to resolve specific exception and transactional issues
  • Review documentation for decline loans, complete required documentation and provide mailing of regulatory required notifications to customers about declined loans
  • Oversaw applying standard departments, regulatory, and loan policies and guidelines. Take necessary action to resolve basic/complex and questionable issues or refer to appropriate team members
  • Stay aware of risk within my functional area, including observing all policies, procedure, laws, regulation and risk limits specific to role. Raise and report known or suspected violations to the appropriate company authority in a timely fashion
  • Coordinated closing process with attorneys, title companies and government clerks.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
05/2015 to 02/2017
FINANCIAL SERVICES SPECIALIST III REGIONS BANK , , Phenix City, AL

Establish and maintain relationships with individual and/or business customers with customer retention in mind.

  • Open personal and business accounts including Checking, Savings, IRA, HSA, MMK, and CD accounts
  • Consumer lending including Auto Loans, Personal Loans, Personal Lines of Credit, Home Equity Loans and Lines, and Visa Credit Cards
  • Teller and cash handling
  • Maintained friendly and professional customer interactions
01/2014 to 04/2015
FINANCIAL SOLUTIONS REPRESENTATIVE FIRST TECH FEDERAL CREDIT UNION , , Fort Collins, CO

Deliver exceptional member service and retention through advice, guidance, and education of financial products to strengthen members financial lives

  • Created strategies to develop and expand sales of services to existing members
  • Open personal and business accounts including Checking, Savings, MMK, IRA, HSA, and Time Deposit/CD accounts
  • Consumer lending including Auto Loans, Personal Loans, Personal Lines of Credit, and Visa Credit Cards
  • Executed member transactions, including deposits, withdrawals, money orders and checks, wire transfers, stop payments and account transfers
  • Teller and Vault cash handling
01/2010 to 01/2014
SR PERSONAL BANKER EASTMAN NATIONAL BANK , , Ponca City, OK

Open personal and business accounts including Checking, Savings, MMK, IRA, HSA, and Time Deposit/CD accounts. Extensive teller experience as Head Teller.

Certifications

Georgia Insurance Licensed as Resident Agent - Life and Annuity

Alabama Insurance Licensed Agent - Life and Annuity

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Resume Overview

School Attended

    Job Titles Held:

    • Commercial Loan Processor
    • SR COMMERCIAL LOAN PROCESSOR/DOCUMENT SPECIALIST
    • FINANCIAL SERVICES SPECIALIST III
    • FINANCIAL SOLUTIONS REPRESENTATIVE
    • SR PERSONAL BANKER

    Degrees

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