Jennifer Thomas
Baton Rouge,LA
Summary
Proficient Commercial Loan Assistant with extensive experience in application processing and customer account management. Recognized for strong problem-solving abilities and attention to detail, contributing to efficient loan operations and superior client satisfaction.
Overview
17
17
years of professional experience
Work History
Commercial Loan Assistant
Renasant
Baton Rouge, Louisiana
08.2025 - Current
- Assisted loan officers with documentation and application processing.
- Facilitated effective communication between clients and lending team to ensure smooth loan processing.
- Maintained accurate records in loan management software systems to support efficient loan operations.
- Provided customer service by answering inquiries about loan products.
- Monitored customer accounts on an ongoing basis in order to identify any delinquencies or irregularities that may need attention.
- Processed payments received from clients according to established procedures.
- Coordinated with external vendors such as title companies or appraisers in order to complete necessary paperwork for closing a loan transaction.
- Reviewed loan documents to ensure accuracy and completeness.
- Assisted in resolving customer complaints or disputes relating to their commercial loans.
- Collaborated with lenders to ensure compliance with applicable laws and regulations governing commercial lending.
- Assisted loan officers with application data acquisition and verification.
- Supported commercial loan team in clerical tasks and loan processing duties.
- Provided administrative assistance to the loan team in preparing and processing commercial loan files.
- Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
- Ordered, prepared and verified documents necessary for loan to close in compliance, on time.
- Facilitated the onboarding process for new clients with detailed information sessions.
- Reviewed legal documentation associated with each commercial loan file prior to closing.
- Performed data entry tasks related to commercial loans.
- Offered administrative task assistance and performed database updates, email communication, and document processing.
- Managed post-closing activities related to funded loans including tracking collateral items, recording liens.
- Provided superior client service through follow-up communication.
- Cultivated strong relationships with customers by delivering exceptional service throughout life cycle of their loan.
- Attended weekly meetings with senior management staff members in order to discuss progress of existing projects.
- Liaised between borrowers and realtors, title companies and loan company management.
- Scanned and uploaded loan and related documents into system.
- Filed and maintained loan records.
- Accepted payment on accounts.
Commercial Loan Assistant
The First Bank
Baton Rouge , LA
04.2014 - 07.2025
- Assisted loan officers with documentation and application processing.
- Coordinated effective communication between clients and lending team to ensure smooth loan processing.
- Maintained accurate records in loan management software systems.
- Processed payments received from clients according to established procedures.
- Coordinated with external vendors such as title companies or appraisers in order to complete necessary paperwork for closing a loan transaction.
- Reviewed legal documentation associated with each commercial loan file prior to closing.
- Reviewed loan documents to ensure accuracy and completeness.
- Assisted in resolving customer complaints or disputes relating to their commercial loans.
- Communicated regularly with customers regarding their loans status or any changes that may affect them.
- Collaborated with lenders to ensure compliance with applicable laws and regulations governing commercial lending.
- Attended weekly meetings with senior management staff members in order to discuss progress of existing projects.
- Provided administrative assistance to the loan team in preparing and processing commercial loan files.
- Performed data entry tasks related to commercial loans.
- Verified customer accounts for accuracy prior to funding a loan transaction.
- Offered administrative task assistance and performed database updates, email communication, and document processing.
- Managed post-closing activities for funded loans, tracking collateral items and recording liens to ensure compliance.
- Provided superior client service through follow-up communication.
- Supported commercial loan team in clerical tasks and loan processing duties.
- Researched complex issues related to commercial lending.
- Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
- Ordered, prepared and verified documents necessary for loan to close in compliance, and on time.
- Liaised between borrowers, realtors, title companies, and loan company management to facilitate timely loan closings.
- Coordinated communication between loan officers, clients, and underwriting staff.
- Identified and resolved issues that arose during the loan application process.
- Managed and updated client databases to ensure accuracy of contact and loan information.
- Assisted in preparing loan application packages for submission to underwriting.
- Responded to inquiries from clients and lenders regarding loan status.
- Assisted with the preparation and closing of loan documents.
- Coordinated appraisal orders and obtained necessary title work for loan processing.
- Monitored loan progress from application to closing, keeping all parties informed.
- Maintained client files and ensured compliance with lending regulations.
- Worked with third-party vendors to address and clear loan closing requirements.
- Scanned and uploaded loan and related documents into system.
- Filed and maintained loan records.
- Examined and verified information in loan application and closing documents.
- Answered questions and advised customers regarding loans and transactions.
- Processed payments received from clients, ensuring accuracy and timeliness.
Teller
Cottonport Bank
Brusly, Louisiana
02.2009 - 01.2014
- Processed customer transactions efficiently and accurately at Cottonport Bank.
- Resolved customer inquiries and issues promptly, enhancing overall customer satisfaction.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Answered customer inquiries regarding bank products and services.
- Assisted customers with account openings, closures, and maintenance requests.
- Maintained cash drawer accuracy through regular audits and reconciliations.
- Balanced cash drawers on a daily basis.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Maintained confidentiality of all customer records and information according to company policies.
- Executed transactional and operational tasks using knowledge of bank procedures and products.
- Educated clients on banking products and services, improving their understanding and engagement.
- Ensured compliance with bank policies and regulations during daily operations.
- Verified customers' identification to ensure compliance with laws and regulations.
- Delivered exceptional service to customers in person or over the telephone.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Identified and reported fraudulent activity or suspicious behavior, ensuring compliance and security.
- Processed wire transfers for customers both domestically and internationally.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
Education
High School Diploma -
Woodlawn High School
Baton Rouge, LA05-1986
Skills
- Loan documentation
- Compliance verification
- Customer account management
- Software proficiency
- Relationship management
Timeline
Commercial Loan Assistant
Renasant
08.2025 - Current
Commercial Loan Assistant
The First Bank
04.2014 - 07.2025
Teller
Cottonport Bank
02.2009 - 01.2014
High School Diploma -
Woodlawn High School