Jacob Amos
Yakima,WA
Summary
Proven achiever with a solid background in banking, particularly at Yakima Federal Savings & Loan, where I elevated customer satisfaction significantly. Expert in loan application evaluation and adept at building strong client relationships, I successfully negotiated terms benefiting all parties. My leadership also enhanced staff skills and performance, demonstrating a blend of financial acumen and interpersonal prowess.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager/Mortgage Loan Officer
Yakima Federal Savings & Loan
07.2020 - Current
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Examined customer loan applications for loan approvals and denials.
Education
Bachelor of Science - Finance
Eastern Washington University
Cheney, WA05.2020
Skills
- Banking
- Customer Retention
- Loan application evaluation
- Financial software
- Relationship building and management
- Loan product expertise
Certification
- Active MLS Number Certified - 2020-2024
Timeline
Assistant Branch Manager/Mortgage Loan Officer
Yakima Federal Savings & Loan
07.2020 - Current
Bachelor of Science - Finance
Eastern Washington University
- Active MLS Number Certified - 2020-2024
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