Driven Loan Officer with track record in personal and business lending product sales. Demonstrating strong interpersonal skills and exceptional service throughout sales process.
Overview
11
11
years of professional experience
Work History
Asset Building Counselor Lender
Justine Petersen
2023.03 - Current
Developed strong relationships with customers through high levels of customer service.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Collaborated with other departments to promptly process loan applications.
Evaluated loan requests and documents to verify accuracy and completeness.
Processed loan applications and monitored progress from start to finish.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
District Manager
Ace Tax Service
2017.10 - 2020.05
Supervised 4 locations to enforce high-quality standards of operation.
Located, developed, and promoted talented employees to cultivate collaborative and hardworking leadership team.
Modeled best practices for sales and customer service.
Coordinated with other district managers to actualize performance improvement strategies.
Lead Tax Preparer
Instant Tax Service
2012.10 - 2016.05
Completed and filed returns with tax departments at local, state, and federal levels.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Maintained compliance by adhering to current tax laws and regulations.
Education
St. Louis Community College
St Louis, MO
Skills
Customer Satisfaction
Customer Support
Serve Customer Needs
Social Perceptiveness
Performance Assessment and Improvement
Critical Thinking
Problem Solving
Computer Skills
Team Work
Motivation
Active Listening and Learning
Detail Oriented
Timeline
Asset Building Counselor Lender
Justine Petersen
2023.03 - Current
District Manager
Ace Tax Service
2017.10 - 2020.05
Lead Tax Preparer
Instant Tax Service
2012.10 - 2016.05
St. Louis Community College
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