Jeffrey Parkinson
Cherry Hill,NJ
Summary
Respectful loan officer with several years of hands-on experience evaluating and authorizing various loans. Dependable professional polished in assembling loan packages, initiating loan applications and analyzing loan programs to match borrower's profile. Communicative team player with in-depth knowledge of banking products and associated services.
Overview
12
12
years of professional experience
Work History
Loan Officer
TD Bank NA
Mt Laurel, NJ
03.2024 - 08.2024
- Developed and maintained relationships with potential customers to increase loan business.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Counseled clients on debt management and repayment plans.
- Analyzed financial data to determine the feasibility of granting loans.
- Negotiated terms and conditions of loan contracts.
- Verified accuracy of loan documents prior to approval.
Loan Processors
Wells Fargo, NA
Philadelphia, PA
02.2018 - 03.2020
- Analyzed loan applications and supporting documents to determine eligibility for approval.
- Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
- Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Explained the various types of loans available and advised on the best product suited for customer's needs.
- Submitted loan applications to underwriting department for review and approval process.
Auto Loan Sales Specialist
Wells Fargo, NA
Chester, PA
02.2013 - 01.2018
- Created customized presentations for potential customers.
- Provided technical support to customers regarding product features and usage.
- Resolved customer complaints in a timely manner.
- Tracked competitor activities, products, services, and prices.
- Built strong relationships with key accounts through regular visits and follow-ups.
Education
Bachelor of Science - Business Administration
Virginia State University
Petersburg, VA05-1985
Skills
- Customer service-focused
- Bottom Line LoanMaster Loan Servicing
- Financial planning expert
- Collections proficiency
- Equifax Application Engine
- Reliable
- Team Player
- Portfolio Management
- Document analysis
- Financial Advising
- Excellent communicator
- Relationship building and management
- Excellent time management
Timeline
Loan Officer
TD Bank NA
03.2024 - 08.2024
Loan Processors
Wells Fargo, NA
02.2018 - 03.2020
Auto Loan Sales Specialist
Wells Fargo, NA
02.2013 - 01.2018
Bachelor of Science - Business Administration
Virginia State University