Heather Summitt
Claremore,OK
Summary
Highly organized loan officer assistant with exceptional administrative and problem-solving skills. Dedicated to efficiently fulfilling loan requirements. Proficient in checklists and disclosures, business correspondence, and recordkeeping. Demonstrated expertise in maintaining orderly paperwork and ensuring accurate transfers. Committed to providing seamless support in the loan process.
Overview
9
9
years of professional experience
Work History
Loan Administrative Assistant
American Bank and Trust Company
07.2024 - Current
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Monitored key dates to obtain information by deadlines.
- Communicated with customers daily to request information and complete paperwork.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
Loan Administration Assistant
RCB Bank
07.2023 - 07.2024
- Collaborate with loan officers to process and document applications, ensuring accuracy and regulation compliance
- Practice customer focus by delivering helpful solutions to application questions and inquiries
- Keep an organized and efficient work space by maintaining loan files, organizing documents and data for easy review
- Facilitating leadership as branch marketing representative
- Executed record filing system to improve document organization and management.
- Recorded expenses and maintained accounting records.
Bank Teller
City National Bank
01.2023 - 07.2023
- Demonstrate excellent customer service by ensuring customers understand transactions and answering their questions
- Follow procedures for safety and security protocols by verifying customer information
- Demonstrate reliability by being on time for shifts
- Apply knowledge of business to help advance team goals
Patient Registration
Ascension St. John’s
02.2022 - 01.2023
- Demonstrated the ability to multi-task by check in patients, verify insurance, and receive co-payments
- Ability to explain complex situations to customers through communication
- Practiced self-awareness by asking questions and following safety procedures
Burn Ambassador
Burn Bootcamp
12.2020 - 11.2021
- Created a welcoming and professional environment by greeting and assisting customers
- Maintained a safe and clean work environment
- Practiced administrative support by enhancing workflow and doing necessary paperwork and customer check-ins
Fitness Trainer/Office Assistant
Fitbody Bootcamp
08.2016 - 10.2020
- Collaborated with clients to find a fitness routine and ensure they felt comfortable in the gym
- Showcased leadership by leading group classes and demonstrating proper use of equipment and exercises
- Demonstrated excellence in Microsoft word, excel, and other Microsoft programs
- Built long lasting relationships with clientele
- Ensured client satisfaction by practicing good communication
Education
Bachelor of Science - Business Administration And Finance
Southern New Hampshire University
Hooksett, NH10-2024
Associate of Applied Science - Exercise Science
Heritage College
Oklahoma City, OK09-2016
Skills
- Confidentiality
- Loan closing
- Document review
- Report preparation
- Banking regulations
- Office administration
- Loan documentation
- Banking
- Credit analysis
- Loan processing
Timeline
Loan Administrative Assistant
American Bank and Trust Company
07.2024 - Current
Loan Administration Assistant
RCB Bank
07.2023 - 07.2024
Bank Teller
City National Bank
01.2023 - 07.2023
Patient Registration
Ascension St. John’s
02.2022 - 01.2023
Burn Ambassador
Burn Bootcamp
12.2020 - 11.2021
Fitness Trainer/Office Assistant
Fitbody Bootcamp
08.2016 - 10.2020
Bachelor of Science - Business Administration And Finance
Southern New Hampshire University
Associate of Applied Science - Exercise Science
Heritage College
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