Jacklynn Jackson
Frost Bank
Beasley,TX
13
years of professional experience
Experienced Customer Service professional with strong leadership and relationship-building skills.
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Work History
CRL Associate
1 Year 3 Months- Support residential mortgage loan applications from initial submission through closing.
- Serve as a primary point of contact for borrowers, loan officers, title companies, and internal departments throughout the lending process.
- Collect, review, and organize borrower documentation, including income, asset, tax, and credit information.
- Monitor loan pipelines and follow up with customers to obtain outstanding conditions and documentation.
- Ensure loan files meet investor, regulatory, and bank compliance requirements.
- Coordinate with underwriting, processing, appraisal, and closing teams to facilitate timely loan approvals and closings.
- Review and maintain accurate loan documentation and records within bank systems.
- Assist borrowers by answering questions regarding loan status, required documentation, and next steps in the lending process.
- Train new team members on departmental procedures, documentation requirements, and customer service standards.
- Build strong customer relationships by providing responsive, professional, and solution-oriented service.
Personal Banking Officer
6 Years 3 Months- Advised customers on deposit, credit, and digital banking solutions aligned with personal financial needs.
- Opened and maintained checking, savings, and certificate accounts with accurate documentation and compliance.
- Referred qualified clients to lending, mortgage, and wealth management partners to deepen relationships.
- Resolved account issues, researched discrepancies, and delivered prompt service across branch interactions.
Bank Teller
1 Year 6 Months- Maintained friendly and professional customer interactions.
- Coordinated daily cash reconciliation at a high-volume location.
- Executed wire transfers, stop payments and account transfers.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Organized, stocked and maintained the teller window area.
- Enhanced the operational risk application to capture regulatory findings from agencies such as SEC and OCC.
- Processed exchange and foreign currency.
- Sold cashier's checks, traveler's checks and money orders.
- Maintained balancing record with 87% rate of accuracy.
- Rapidly and efficiently prepared customer and ATM cash and change orders.
- Processed quarterly Vault and ATM audits with a zero error rate.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
I.T. Administrative Assistant
8 Months- Responded to customer requests via telephone and email.
- Performed initial client assessment and analysis to begin research process.
- Copied, logged and scanned supporting documentation.
- Verified data integrity and accuracy.
- Entered details such as payments, account information and call logs into the computer system.
- Strong Knowledge in Activesync, SAP, Word, Excel, Outlook, Lotus Notes, Dekote office software
- Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance.
- Performed accounts receivable duties including invoicing, researching chargebacks, discrepancies and reconciliations.
- Prepared packages for shipment, pickup or courier delivery to customers.
- Prepared and distributed payroll for staff of 11 direct reports.
- Answered inquiries and addressed, resolved or escalated issues to management personnel to ensure client satisfaction.
Education
No Degree - Nursing Education
Skills
Customer Relationship Management
Loan Processing
Risk Management
Compliance
banking laws and regulation
Client Account Management
Goal-oriented
Excellent time management skills
Detail-oriented
Works well under pressure
Excellent communication skills
Microsoft Excel
Strong work ethic
Education and Training
true
Timeline
CRL Associate
Frost Bank
07.2025 - CurrentRead More
Personal Banking Officer
Frost Bank
04.2019 - 07.2025Read More
Bank Teller
Wells Fargo
07.2016 - 01.2018Read More
I.T. Administrative Assistant
Equinor US
04.2014 - 12.2014Read More
Houston Community College
No Degree from Nursing Education
Read More