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Sr Personal Loan Specialist resume example with 20+ years of experience

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

Ambitious Customer Service Manager experienced with managing complex projects and driving productivity improvement. Motivated banking professional possessing a strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions. Banking Professional with an outstanding background in customer service, sales and banking. Addresses all questions and concerns with customer satisfaction in mind.

Skills

     

  • Rapid 10-key data entry
  • Consumer banking specialist
  • Compliance, banking laws and regulations
  • Night and safe deposit procedures
  • Extensive knowledge of SEC regulations
  • Effective workflow management
  • Savvy relationship-builder
  • Goal-oriented
  • Self-sufficient
  • Positive
  • Cheerful
  • People-oriented
  • Detail-oriented
  • Excellent time management skills
Work History
08/2013 to Current
Sr. Personal Loan Specialist Cass Information Systems, Inc Saint Louis, MO,
  • Collaborated with the compliance department to eliminate procedural errors and margin breaks.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Submitted loan applications to the underwriter for verification and recommendations.
  • Reviewed and edited loan agreements to ensure accuracy.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Maintained friendly and professional customer interactions.
  • Maintained strict confidentiality of bank records and client information.
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
  • Recipient of multiple positive reviews acknowledging dedication to excellent customer service.
  • Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
  • Asked open-ended questions to assess customer needs.
  • Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
06/2011 to 08/2013
Sr. Teller Modivcare Miami, FL,
  • Organized, stocked and maintained the teller window area.
  • Maintained friendly and professional customer interactions.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Processed exchange and foreign currency.
  • Executed wire transfers, stop payments and account transfers.
  • Processed quarterly Vault and ATM audits with a zero error rate.
  • Sold cashier's checks, traveler's checks and money orders.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
04/1997 to 01/2010
Contact Center Manager Bank Of America City, STATE,

 

  • Initiated operations improvements to improve overall call center productivity.
  • Oversaw call center employees to ensure customer satisfaction goals were consistently met.
  • Improved call center functionality and service capacity by resolving customer complaints efficiently and quickly.
  • Developed all process controls and metrics for daily management of the Call Center.
  • Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
  • Analyzed call volume and average call time to monitor Customer Service Representative performance and productivity.
  • Managed high call volume with tact and professionalism.
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Education
Expected in
High School Diploma:
Carl Hayden High School - Phoenix, AZ
GPA:

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Resume Overview

School Attended

  • Carl Hayden High School

Job Titles Held:

  • Sr. Personal Loan Specialist
  • Sr. Teller
  • Contact Center Manager

Degrees

  • High School Diploma

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