Detail-oriented lending assistant with expertise in loan processing and documentation review. Proven track record in enhancing customer satisfaction and ensuring compliance throughout the loan process.
Work History
Lending Assistant
American Momentum Bank (formerly Security Bank) | 2015 - 03.2020
Assisted clients with loan applications, ensuring accuracy and completeness of documentation.
Coordinated communication between borrowers and loan officers to facilitate timely processing.
Maintained organized records and files for loan transactions, enhancing retrieval efficiency.
Processed incoming requests for loan modifications and refinances, adhering to compliance standards.
Coordinated with third-party vendors such as appraisers, title companies, and attorneys to ensure timely completion of loan requirements.
Maintained strong relationships with borrowers throughout the entire loan process, providing ongoing support from application to funding stage.
Personal Banker
American Momentum Bank (formerly Security Bank) | 2013 - 2015
Assisted customers with account inquiries and transactions, ensuring exceptional service quality.
Processed loan applications, verifying documentation and facilitating approvals in a timely manner.
Educated clients on financial products, enhancing their understanding of banking services and options.
Collaborated with team members to streamline operations, improving overall efficiency in branch activities.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Bank Teller
American Momentum Bank (formerly Security Bank) | 2011 - 2013
Processed customer transactions efficiently and accurately, ensuring high levels of service satisfaction.
Assisted customers with account inquiries, providing tailored solutions to meet financial needs.
Maintained cash drawer accuracy through diligent reconciliation practices at the start and end of each shift.
Handled complex transactions, including wire transfers and loan payments, while adhering to compliance regulations.