With 20 years of banking experience in a variety of roles, I want to continue my development and growth with a reputable company and maximize my skills that I have developed through the years to help contribute to the success of the organization.
Overview
25
25
years of professional experience
Work History
Loan Officer Assistant
Gold Canyon Mortgage
10.2015 - 08.2019
Assisted mortgage broker with loan application throughout loan closing process.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Monitored key dates to obtain information by deadlines.
Set up files using loan officer checklist and submitted on-time for processing.
Set up, stored and updated customer files, department records and regulatory paperwork.
Customer Service Representative/Manager
Bank of America
09.1994 - 03.2015
Provide excellent customer service, greeting customers warmly and making them feel welcome.
Process banking transactions accurately and efficiently. Adhere to regulations. Handle and solve customer inquires. Provide banking information on products and services.
Routinely work with customers to build and deepen relationships. Ensure customers needs are met by recommending the best products, services and solutions.
Built positive rapport and relationships for high levels of customer satisfaction. Resolving complex service issues or referring to the appropriate associate to ensure customer satisfaction.
Education
High School Diploma -
Christian Liberty Academy
Arlington Heights, IL
05-1994
Skills
Excellent Customer Service and problem solving abilities
Positive attitude
Process transaction efficiently and accurately
Empathy and understanding
Excellent phone and computer skills
Timeline
Loan Officer Assistant
Gold Canyon Mortgage
10.2015 - 08.2019
Customer Service Representative/Manager
Bank of America
09.1994 - 03.2015
High School Diploma -
Christian Liberty Academy
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