Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Andrea Loewenstein

Katy,TX

Summary

Dynamic Lending Assistant with a proven track record at Prosperity Bank, excelling in loan processing and documentation review. Skilled in cultivating client relationships and providing exceptional customer service, I effectively guided clients through complex financial processes, enhancing their financial health and satisfaction. Proficient in banking regulations, I consistently ensured compliance while achieving operational excellence.



Overview

15
15
years of professional experience

Work History

Lending Assistant

Prosperity Bank
03.2024 - Current
  • Communicated with customers daily to request information and complete paperwork.
  • Monitored key dates to obtain information by deadlines.
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Assembled important paperwork and disclosures for borrower.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Answered inquiries and provided superior customer service to clients.
  • Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Compiled closing packages for drafting and presentation accuracy.
  • Monitored pipelines to track and log status of loans.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Processed loan applications and monitored progress from start to finish.
  • Assessed loan portfolios for compliance with underwriting policies.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Explained very technical financial information to applicants in easy to understand language.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Proactively identified solutions for customers experiencing credit issues.
  • Assisted customers with completing loan applications and other paperwork.

Lending Assistant

Prosperity Bank
02.2020 - 12.2021
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Helped college students obtain financial aid through loan programs.
  • Negotiated loan terms and conditions with customers to secure best deal.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Communicated with customers daily to request information and complete paperwork.
  • Monitored key dates to obtain information by deadlines.
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Assembled important paperwork and disclosures for borrower.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Answered inquiries and provided superior customer service to clients.
  • Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
  • Compiled closing packages for drafting and presentation accuracy.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Monitored pipelines to track and log status of loans.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Processed loan applications and monitored progress from start to finish.
  • Assessed loan portfolios for compliance with underwriting policies.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Explained very technical financial information to applicants in easy to understand language.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Proactively identified solutions for customers experiencing credit issues.
  • Assisted customers with completing loan applications and other paperwork.

Personal Banker

Pioneer Bank
04.2016 - 07.2018
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Expanded client base by promoting new financial products.
  • Responded to customer inquiries regarding new accounts and account services.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Explained account terms and conditions to customers.
  • Provided customers with additional information regarding account services.
  • Reconciled customer accounts and balanced daily transactions.
  • Monitored accuracy of customer information in system.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Greeted customers and delivered information about new account processes.
  • Maintained customer records and updated account information.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Collected customer information and completed new account forms.
  • Presented new and additional products and services to existing customers.

Administrative Assistant

East West Bank
11.2011 - 03.2013
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained inventory of office supplies and placed orders.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Established administrative work procedures to track staff's daily tasks.
  • Performed research to collect and record industry data.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.
  • Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed filing system, entered data and completed other clerical tasks.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.

Personal Banker

JP Morgan Chase
06.2011 - 11.2011
  • Activated new accounts and issued customer identification numbers.
  • Verified customer identity and reviewed documentation for accuracy.
  • Tracked and processed customer account requests and applications.
  • Processed customer payments and account setup charges.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Expanded client base by promoting new financial products.
  • Responded to customer inquiries regarding new accounts and account services.
  • Maintained customer records and updated account information.
  • Presented new and additional products and services to existing customers.
  • Collected customer information and completed new account forms.

Administrative Assistant

JPMorgan Chase
11.2010 - 06.2011
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed filing system, entered data and completed other clerical tasks.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.

Education

Business Accounting

Southern New Hampshire University
Hooksett, NH
12-2026

Bachelor of Arts - Law

Univalle
Bolivia
01-1999

Skills

  • Loan processing
  • Documentation review
  • Banking regulations
  • Loan origination
  • Report preparation
  • Loan servicing
  • Loan funding coordination
  • Document verification
  • File processing
  • Loan closing
  • Banking
  • Loans

Languages

Spanish
Native or Bilingual

Timeline

Lending Assistant

Prosperity Bank
03.2024 - Current

Lending Assistant

Prosperity Bank
02.2020 - 12.2021

Personal Banker

Pioneer Bank
04.2016 - 07.2018

Administrative Assistant

East West Bank
11.2011 - 03.2013

Personal Banker

JP Morgan Chase
06.2011 - 11.2011

Administrative Assistant

JPMorgan Chase
11.2010 - 06.2011

Business Accounting

Southern New Hampshire University

Bachelor of Arts - Law

Univalle
Andrea Loewenstein
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