universal banker ii mortgage loan officer resume example with 3+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Entrepreneurial branch Manager and Assistant Vice president offering progressive experience in operations leadership. Skilled at identifying and implementing process improvements to drive efficiency and productivity. Motivating leader with proven success managing cross-functional teams.

  • Cost Data Analysis
  • Financial Resources Management
  • Employee Training Oversight
  • Business Relationship Management
  • Time Management
  • Proactive and Focused
  • Data Analysis
  • Strategy Development
  • Prioritizing and Planning
  • Quality Assurance
  • Goal Setting
  • Sales Support
  • Financial Resource Management
  • Compliance Assessment
  • Problem Anticipation and Resolution
  • Service Oriented
  • Work Planning
  • Willing to Learn
  • Customer Service
  • Creative and Innovative
  • Relationship Building
  • Risk Assessment
  • Critical Thinking
  • Team Development
  • Work Delegation
  • Quality Controls
  • Business Partnership Management
  • Sales Initiatives
  • Account Management
  • Financial Instruments
Universal Banker II/Mortgage Loan Officer, 04/2020 to 01/2023
Cogency SoftwareChicago, IL,

Fosters a positive environment where all are encouraged to challenge themselves to meet goals, to be accountable and take ownership of responsibilities and projects.

• Models the sales and service standards in the branch and ensures that employees are trained and motivated toward achieving the standards. Meets or exceeds all customer experience, sales, and financial goals through employee skills and results coaching.

• Cultivates sales opportunities through networking, relationship building, digital networking and outside sales calls. Participates in local events and is highly visible within the community.

• Maintains regular, documented external business development activities with calls/visits to prospects, existing customers and centers of influence.

• Takes responsibility for ensuring that the customer consistently receives a World Class Customer Experience with every branch staff interaction whether in person, over the phone or through digital channels. Assumes responsibility and performs duties in all branch positions as needed.

• Working with Assistant Manager where applicable as well as branch staff, is ultimately responsible for maintaining the operational integrity of the branch. Ensures proper controls are maintained over all branch operational processes and regulatory requirements including Security, Compliance, and Retail Banking Policy & Procedures.

• Holds regular sales and operational meetings. Ensures new and/or changes to policies and procedures are communicated to branch staff.

• Actively demonstrates technology and self-service channels with new and existing customers promoting ATM, online banking and mobile banking alternatives.

• Proactively identifies, reports and resolves customer issues to ensure a positive customer experience from the identification of a customer issue through resolution and actively promotes programs that solidify the customer relationship.

• Selects and develops quality employees. Develop branch staff through observational coaching sessions and joint sales calls. Leads by example, inspires confidence, respect, loyalty, and ensures a positive team environment among staff.

• Respects, promotes, and values diversity and works with flexibility based on the customer’s needs.

• Display a high level of professionalism, adhere to dress code policy, treat all people with dignity and

respect, and perform in an ethical manner in all transactions and interactions.

  • Originated loans and assisted senior-level credit officers with complex loan applications.
  • Located and suggested loan packages that met client needs and priorities.
Relationship Manager, 03/2022 to 01/2023
Kaiser PermanenteWalnut Creek, CA,
  • Act as the standard bearer of Bank of America and create a world-class customer experience
  • Partner with Associate Bankers (legacy Tellers) to make every entrance into the branch a warm and welcome one
  • Assist bankers and partners in maintaining customer relationships
  • Educate clients on how to use our digital platforms to bank and invest when, where and how they want
  • Build partnerships with local businesses to build the brand in the local market area through strong community involvement
  • Build relationships by promoting a client/customer centered organization and proactively addressing customer needs
  • Create an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
  • Address client issues promptly and effectively
  • Manage and coach branch employees to engage customers
  • Actively identify, coach, develop, motivate, and support employees so that they can provide superior service to every customer
  • Work with individual bankers and Associate Bankers (to identify customer needs
  • Bring out the best in the branch employees by providing training, coaching, and motivating them to become strong culture carriers and collaborators between all lines of business
  • Promote a strong control environment to evaluate, manage and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
  • Drive deposits & investments growth for the branch
  • Create branch-specific strategies to grow the business
  • Use reporting to identify high potential and at-risk customers
  • Leverage and understand the generated Branch Scorecard to identify drivers and strategies to be successful
  • Partner with bankers in cultivating new and existing deposits
  • Create strong partnerships and work with branch partners, including Financial Advisors, Home Lending and Business Banking, to grow deposits and investments
  • Improve revenues and expenses and grow the business, while exceeding customer expectations
  • Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
Department Manager, 03/2018 to 05/2019
Macy’sCity, STATE,
  • Performed opening and closing duties as part of management team and handled cash management.
  • Followed safety protocols and company processes and procedures.
  • Executed targeted merchandising and promotional plans to meet department sales goals.
  • Grew department's team and technical capabilities with hiring and training of talented individuals.
  • Worked closely with sales associates to complete tasks.
  • Utilized excellent math skills to maintain accurate inventory levels.
  • Kept department on-target to meet sales and profit objectives by minimizing waste and pursuing revenue generation opportunities.
  • Balanced workloads to meet targets without overtaxing employees.
  • Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
  • Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
Education and Training
Bachelor of Science: Business And Finance , Expected in 03/2020 to Bryant & Stratton College -Albany - Albany New York ,

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Resume Overview

School Attended

  • Bryant & Stratton College -Albany

Job Titles Held:

  • Universal Banker II/Mortgage Loan Officer
  • Relationship Manager
  • Department Manager


  • Bachelor of Science

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