Braiden Pearson
Tulsa,OK
Summary
Experienced banker with expertise in creating new customer accounts, maintaining security compliance, and assisting with audit procedures. Recognized for outstanding organization, relationship-building, time management, and documentation skills. Seeking to leverage extensive industry knowledge in a dynamic position within your organization.
Bringing positive and solution-focused mindset, adept at understanding loan documentation and financial regulations, with strong grasp of data entry and customer service. Skilled in document review and maintaining compliance, ready to streamline loan processing. Committed to delivering precise and efficient loan processing to enhance customer satisfaction.
Overview
2
2
years of professional experience
Work History
Loan Processor
Blue Sky Bank
03.2025 - Current
- Reviewed loan applications for accuracy and completeness, ensuring compliance with regulatory guidelines.
- Coordinated communication between clients, underwriters, and lenders to facilitate timely loan processing.
- Analyzed financial documents to assess borrower eligibility and risk factors associated with loan approval.
- Maintained detailed records of loan transactions in company databases to support audits and reporting requirements.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Universal Banker
Blue Sky Bank
07.2024 - 03.2025
- Conducted daily audits of cash transactions to ensure accuracy and adherence to internal controls.
- Negotiated terms and rates for loans and lines of credit with clients.
- Collaborated with team members to develop marketing strategies for banking services.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Answered telephone inquiries regarding account balances, fees or general information.
Escrow Assistant
DR Horton
12.2023 - 05.2024
- Conducted research on properties to determine ownership status prior to closing.
- Maintained accurate records of all escrow accounts and transactions.
- Consulted with customers to discuss market information.
- Drafted settlement statements for review by both parties prior to closing.
- Reviewed title reports to ensure accuracy of information before closing.
- Facilitated clear and effective communication between brokers, borrowers, and lenders.
- Drove customer feedback to deliver information to management for corrective action.
Customer Service Representative
Lakeshore Recycling Systems
01.2023 - 11.2023
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Prevented key account losses by researching discrepancies and correcting problems.
- Excelled in exceeding daily credit card application goals.
- Answered customer inquiries via phone, email, and chat.
- Contacted customers about potential service upgrades, new services and account changes.
Education
Some College (No Degree) - Business Administration
University of Arkansas
Fayetteville, ARHigh School Diploma -
Arkansas Arts Academy
Rogers02-2020
Skills
- Wire transfers
- Loan origination
- Financial planning
- Debt management
- Financial product sales
- Cash handling proficiency
- Data entry
- Customer service
Timeline
Loan Processor
Blue Sky Bank
03.2025 - Current
Universal Banker
Blue Sky Bank
07.2024 - 03.2025
Escrow Assistant
DR Horton
12.2023 - 05.2024
Customer Service Representative
Lakeshore Recycling Systems
01.2023 - 11.2023
Some College (No Degree) - Business Administration
University of Arkansas
High School Diploma -
Arkansas Arts Academy
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