Rebecca Swayze
Okemah
Summary
Dedicated loan officer with proven skills in communication, financial analysis, and customer service. Adept at evaluating borrower creditworthiness and managing client inquiries to ensure exceptional service delivery.
Overview
15
15
years of professional experience
Work History
Loan Officer
BancFirst
Okemah
01.2024 - Current
- Evaluated borrower creditworthiness through comprehensive financial analysis.
- Developed strong relationships with clients to understand their financial needs.
- Communicated clearly with clients about loan options and terms.
- Collaborated with underwriters to ensure timely loan approvals.
- Educated clients on the mortgage process and required documentation.
- Assisted in resolving customer inquiries and issues promptly.
- Educated customers on a variety of loan products and available credit options to promote valuable decision-making.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Approved or denied loan applications based on established guidelines.
- Performed daily maintenance of loan applicant database.
Assistant
BancFirst
Okemah
01.2023 - 12.2023
- Assisted team with daily administrative tasks and documentation management.
- Coordinated communication between departments to enhance workflow efficiency.
- Managed client inquiries, providing timely information and support.
- Greeted visitors, clients and guests in a professional manner.
- Organized and maintained filing systems for documents and records.
- Entered data into databases accurately and efficiently.
- Answered incoming calls, responded to emails, faxes and other inquiries from customers and vendors.
- Developed positive relationships with internal customers through effective communication techniques.
Loan Processor
BancFirst
Okemah
01.2019 - 12.2022
- Processed loan applications efficiently and ensured accurate documentation.
- Communicated with clients to gather necessary information and resolve issues.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.
Teller
BancFirst
Okemah
05.2018 - 01.2019
- Processed customer transactions accurately and efficiently.
- Assisted customers with account inquiries and service requests.
- Maintained cash drawer integrity through regular balancing.
- Educated customers on banking products and services available.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
Land Deputy
Okfuskee County Clerks Office
Okemah
05.2015 - 05.2018
- Managed daily office operations and ensured compliance with county regulations.
- Assisted in processing public records and maintained accurate filing systems.
- Responded to public inquiries and provided information on county services.
- Collaborated with team members to enhance workflow efficiency in the office.
Teller Supervisor
BancFirst
Okemah
09.2011 - 05.2015
- Supervised daily operations of teller line to ensure efficient service delivery.
- Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
- Trained and mentored new tellers on policies and procedures for effective performance.
- Managed scheduling and workflow to optimize staff coverage during peak hours.
- Conducted regular audits of cash drawers to maintain compliance with bank standards.
- Resolved customer inquiries and complaints to enhance overall satisfaction levels.
Education
High School Diploma -
Okemah Public Schools
Okemah05-2009
Skills
- Loan underwriting
- Credit analysis
- Mortgage processing
- Financial advising
- Banking
- Documentation management
- Customer relationship management
- Time management
- Team player
Timeline
Loan Officer
BancFirst
01.2024 - Current
Assistant
BancFirst
01.2023 - 12.2023
Loan Processor
BancFirst
01.2019 - 12.2022
Teller
BancFirst
05.2018 - 01.2019
Land Deputy
Okfuskee County Clerks Office
05.2015 - 05.2018
Teller Supervisor
BancFirst
09.2011 - 05.2015
High School Diploma -
Okemah Public Schools