Courtney Thompson
Bedford,IA
Summary
Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.
Overview
5
5
years of professional experience
Work History
Loan Clerk
State Savings Bank
04.2022 - Current
- Enhanced customer satisfaction by providing timely updates on loan status and addressing inquiries promptly.
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
- Streamlined operations by maintaining an organized system for managing loan applications and supporting documents.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Demonstrated attention to detail by accurately entering borrower information into the database, minimizing data entry errors.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Relationship Specialist
PCSB
02.2021 - 04.2022
- Conducted regular self-assessments of performance to identify areas for growth or improvement within the role of a Teller.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Established rapport with new clients to increase satisfaction and loyalty.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Maintained accurate records of customer transactions in line with bank procedures.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Executed wire transfers, stop payments and account transfers.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Counted, verified and handled bank deposits and armored car transactions.
- Assisted customers with banking needs and inquiries.
Dispatcher
Taylor County Sheriff's Office
05.2019 - 02.2021
- Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
- Monitored vehicle locations to coordinate timely arrivals.
- Coordinated multi-agency responses effectively during large-scale incidents or natural disasters.
- Enhanced communication with first responders by maintaining updated contact information and utilizing clear, concise language during dispatches.
- Enhanced emergency response times by effectively prioritizing incoming calls and dispatching appropriate resources.
- Proved successful working within tight deadlines and a fast-paced environment.
- Reduced risks and emergency response issues by observing public safety field units.
- Assisted callers in emergency situations with appropriate information and support.
- Increased situational awareness among responding units through timely updates on evolving incident conditions.
- Routed calls to police, fire, and ambulance service to meet individual call needs.
Education
Bachelor of Science - Business Management
Northwest Missouri State University
Maryville, MO04.2024
Skills
- Credit Reporting Software
- Loans
- Financial analysis aptitude
- Loan and Transactions Advisory
- File Management
- Loan Origination
- Banking knowledge
- Problem-Solving
- Deposit and Payment Collection
- Customer Service
- Financial Data Collection
Timeline
Loan Clerk
State Savings Bank
04.2022 - Current
Relationship Specialist
PCSB
02.2021 - 04.2022
Dispatcher
Taylor County Sheriff's Office
05.2019 - 02.2021
Bachelor of Science - Business Management
Northwest Missouri State University
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