Anne Bailey
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
8
8
years of professional experience
Work History
Loan Specialist
Celtic Bank
02.2020 - Current
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
Compliance Generalist Onsite at Google
SEARCH Group Partners
10.2018 - 02.2020
- Streamlined data processes for managerial level and director approval.
- Investigated and proposed solutions for development.
- Created training documents and workflow guides.
- Assisted Googlers in creating marketing tools that were compliant with global standards.
- Reviewed internal data sharing to ensure users meet international compliance standards before external use.
Account Executive
Salt Lake City Weekly
08.2017 - 10.2018
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Cross-sold products and services to clients to secure additional business and grow revenue streams.
- Serviced accounts and proposed new products and services to maximize revenue.
Universal Banker
US Bank
11.2016 - 08.2017
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Editorial Intern
Gibbs-Smith Publishing
08.2016 - 09.2016
- Created tip sheets for ideal consumer audiences.
- Cultivated social media and storefront marketing campaigns for book sales.
- Implemented a data report that displayed curriculum for Florida's history books.
Study Abroad
University of Utah
London, England
2015.06 - 2015.08
Education
Bachelor of Arts - English
University of Utah
Salt Lake City, UT08.2016
Skills
- Credit History Assessment
- Payment Scheduling
- Telephone Etiquette
- Issue Resolution
- Customer Assistance
- Government Lending
- Government Standards
- Effective Communication
- Customer Interaction
- Explanation of Loans
- Commercial and Credit Loans
- Oral and Written Comprehension
- Analytical and Critical Thinking
- Loan Portfolio Monitoring
- Complete Loan Applications
Timeline
Loan Specialist
Celtic Bank
02.2020 - Current
Compliance Generalist Onsite at Google
SEARCH Group Partners
10.2018 - 02.2020
Account Executive
Salt Lake City Weekly
08.2017 - 10.2018
Universal Banker
US Bank
11.2016 - 08.2017
Editorial Intern
Gibbs-Smith Publishing
08.2016 - 09.2016
Study Abroad
University of Utah
2015.06 - 2015.08
Bachelor of Arts - English
University of Utah
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