Craig Lefevre
Summary
Experienced Loan Officer adept at assessing customer needs, providing relevant loan offers 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. Talented Senior Loan Specialist with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Loan Specialist
Discover Financial Services
02.2016 - Current
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Maintained strict confidentiality of bank records and client information.
- Collaborated with other departments to promptly process loan applications.
- Negotiated loan terms to provide favorable outcomes for customers.
- Examined customer loan applications for loan approvals and denials.
- Recommended loan approvals and denials based on customer loan application reviews.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Assisted customers with completing loan applications and other paperwork.
Military Benefits Liaison
Grand Canyon University
01.2008 - 02.2016
- Successfully communicated with entities inside and outside of business.
- Solved conflicts and addressed issues that occurred between other entities and business.
- Liaised between internal departments and external partners to promote efficient communication and collaboration.
- Collected and analyzed data and feedback to identify opportunities to improve relationship between other entities and business.
- Collaborated with other departments, identifying and addressing areas needing improvement.
- Prepared and delivered presentations and reports on liaison activities for internal and external parties.
- Responded to inquiries from internal personnel and outside clients immediately, facilitating quick resolution of issues.
- Trained team personnel on liaison activities and protocols, mentoring and coaching to improve skills.
Financial Aid Auditor
NextStudent
10.2001 - 01.2008
- Followed established auditing processes to meet internal and regulatory requirements.
- Communicated with auditee staff to obtain necessary information for audits.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Analyzed data and findings to prepare reports detailing financial information.
- Administered auditing program to address risks and evaluate compliance with regulatory requirements.
- Coordinated, managed and implemented auditing projects and prepared for evaluation.
- Planned and executed follow-up audits at appropriate intervals.
Education
Associate of Science - Business Management
Anthem College - Phoenix
Phoenix, AZBachelor of Science - Business Administration
Grand Canyon University
Phoenix, AZSkills
- Interpersonal skills
- Portfolio management
- Problem-solving
- Financial analysis
- Project management
- Time management
- Decision-making
- Attention to detail
- Critical thinking
- Customer service
- Organizational skills
Accomplishments
- Received Excellence service award in 2021.
- Multiple "League of HERO" placements.
- Repeatedly commended by superiors for excellent customer service.
- Acting Team Coach several times.
- Multiple compliment calls.
- Assisted with training classes for new employee development.
- Successfully completed Agent+ program.
- Successfully completed Sidekicks development program.
Certification
- Agent+
- Sidekicks
Timeline
Senior Loan Specialist
Discover Financial Services
02.2016 - Current
Military Benefits Liaison
Grand Canyon University
01.2008 - 02.2016
Financial Aid Auditor
NextStudent
10.2001 - 01.2008
Associate of Science - Business Management
Anthem College - Phoenix
Bachelor of Science - Business Administration
Grand Canyon University
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