Jamie Jacobs
West Jordan,UT
Summary
Successful Loan Specialist offering expertise in customer relations, application management and consumer loan Boarding. Expert relationship builder skilled in earning repeat and referral business. Works effectively with customers and Bankers processing departments to smoothly handle high volume of loan applications.
Overview
7
7
years of professional experience
Work History
Consumer Loan Specialist
Zions Bancorporation
03.2022 - 03.2024
- Maintained strict confidentiality of bank records and client information.
- Obtained copies of applicants' credit histories and reviewed paperwork and boarded the loan into the banks main system.
- Collaborated with underwriters to optimize loan conditions for both the lender and borrower.
- Ensured regulatory compliance by staying up-to-date with industry legislation, guidelines, and best practices.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Negotiated favorable terms for clients by leveraging strong relationships with industry partners and vendors.
Wires Specialist
Zions Bancorporation
11.2019 - 03.2022
- Contributed to increased departmental efficiency by suggesting improvements to workflows based on personal experience and observation.
- Provided ongoing reporting to management regarding key performance indicators within the Wire Specialist role.
- Balanced the Wires General Ledger account daily.
- Identified potential fraud risks and escalated concerns, protecting both clients and the organization from financial loss.
- Managed high volumes of wire transfers daily, prioritizing tasks for timely completion and accuracy.
- Monitored transactions and customer behavior to identify signs of fraud.
Customer Service Representative
Zions Bancorporation
01.2017 - 11.2019
- Participated in cross-functional initiatives aimed at enhancing overall business operations and customer satisfaction levels.
- Responded to customer requests for products, services, and company information.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Cross-trained and backed up other customer service managers.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Education
CNA License - CNA
Utah CNA School
Salt Lake City, UT06.2013
High School Diploma -
Hunter High School
West Valley City, UT06.2008
Skills
- Loan Servicing
- Proficient in 10-key
- Financial Advising
- Document analysis
- Database Management
- Microsoft Office, Teams, and Excel
- Banking knowledge
- Balance sheet expertise
- Sales expertise
- Goal-Oriented
- Customer Service
Timeline
Consumer Loan Specialist
Zions Bancorporation
03.2022 - 03.2024
Wires Specialist
Zions Bancorporation
11.2019 - 03.2022
Customer Service Representative
Zions Bancorporation
01.2017 - 11.2019
CNA License - CNA
Utah CNA School
High School Diploma -
Hunter High School