Erin Erikson
The First State Bank
Sweeny
7
years of professional experience
Proactive professional with a strong background in loan processing, financial data, and team collaboration. Skilled in analyzing data and ensuring compliance, resulting in improved turnaround times and increased customer satisfaction.
Work History
Loan Processor
2 Years 9 Months- Analyzed borrower credit reports to assess risk and suitability for loan approval.
- Communicated with clients to gather necessary documentation and answer inquiries regarding loan status.
- Streamlined loan processing workflows, reducing turnaround time for approvals and disbursements.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted loan officers with origination and closing processes to fast-track procedures and promote teamwork.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
- Provided exceptional customer service by addressing borrower concerns and resolving issues in a timely manner.
- Facilitated successful loan closings by coordinating with underwriters, title companies, and attorneys throughout the process.
Boutique Manager
1 Year- Managed daily operations, ensuring store efficiency and optimal customer experience.
- Trained and mentored staff on product knowledge and sales techniques.
- Developed visual merchandising strategies to enhance store presentation and attract customers.
- Analyzed sales trends to optimize inventory levels and product offerings.
- Oversaw financial transactions, maintaining accuracy in cash handling and reporting.
Retail Sales Associate
2 Years 3 Months- Delivered exceptional customer service, enhancing client satisfaction and loyalty.
- Processed transactions accurately using point-of-sale systems, maintaining cash handling integrity.
- Assisted in visual merchandising, creating appealing product displays to drive sales.
- Managed inventory levels through regular stock checks and organized replenishment efforts.
- Resolved customer inquiries effectively, fostering positive shopping experiences and repeat business.
Financial Advisor Intern
1 Month- Assisted in preparing comprehensive financial plans for diverse clientele.
- Analyzed client financial data to develop tailored investment strategies.
- Conducted market research to identify emerging investment opportunities and trends.
- Assisted in portfolio management for optimal investment performance and risk mitigation.
Education
Bachelor of Science - Finance
- 3.5 GPA
- Minor in Economics
- Extracurricular Activities: Aggie Sweethearts Women's Organization
Skills
Regulatory compliance
Information verification
Document review
Loan underwriting
Loan application processing
Document management
Teamwork and collaboration
Timeline
Loan Processor
The First State Bank
11.2023 - CurrentRead More
Boutique Manager
Cozy Couture Co Boutique
09.2022 - 09.2023Read More
Financial Advisor Intern
Paragon Financial Advisors
12.2020 - 01.2021Read More
Retail Sales Associate
Threads Boutique
05.2019 - 08.2021Read More
Texas A&M University
Bachelor of Science from Finance
Read More