treasury service advisor resume example with 19+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.


  • Conflict resolution proficiency
  • Active Listener
  • Critical Thinker


  • Service solutions expert
  • Approachable
  • Adaptable to change
Treasury Service Advisor, 08/2009 - Current
Midwest Bankcentre Chesterfield, MO,
  • Provides customer service for corporate online banking clients with resolutions to account information and troubleshooting computer issues through answering inbound calls, dual chat and emails.
  • Maintains knowledge of multiple products and applications to provide client online walk-through assistance for troubleshooting first contact resolutions.
  • Responsible for accuracy of data input into system of record, maintain call metrics and call quality monitoring guidelines.
Loan Document Specialist, 04/2009 - 07/2009
Abound Credit Union Shepherdsville, KY,
  • Reviewed loans for all required documentation.
  • Confirmed all fees, points and loan information for accuracy.
  • Arranged and assured delivery of loan documents to escrow.
  • Assembled and compiled documents for loan closings.
Wholesale Doc Drawer, 08/2006 - 08/2008
Washington Mutual Bank City, STATE,
  • Performed complex office transactions, identified errors and made corrections.
  • Communicated with escrow agents to determine correct vesting, closing fees and signing date.
  • Prepared and emailed loan document packages.
  • Analyzed an average of 12 closing documents daily.
Home Equity Doc Drawer, 04/2004 - 06/2006
JP Morgan Chase Bank City, STATE,
  • Handled all closing questions from account executives, escrow agents and borrowers.
  • Reviewed funding conditions and solved issues.
  • Analyzed 25-40 closing documents daily.
  • Submit loan applications with recommendation for underwriting approval.
Mortgage Processor, 03/2001 - 03/2004
E-Loan, Inc City, STATE,
  • Analyzed pay-stubs and tax returns to determine satisfaction of income verification.
  • Obtained employment and insurance verifications.
  • Ordered required credit reports, appraisals and title reports to complete the loan file.
  • Processed an average of 40 loans per day.
  • Contacted customers by mail, telephone and in-person for loan acceptance or rejection.
: Certified Medical Assistant, Expected in 1998
Santa Barbara Business College - Santa Maria, CA
Status -

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Resume Overview

School Attended

  • Santa Barbara Business College

Job Titles Held:

  • Treasury Service Advisor
  • Loan Document Specialist
  • Wholesale Doc Drawer
  • Home Equity Doc Drawer
  • Mortgage Processor


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