Jessie Bernstein
Saugerties,NY
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
3
3
years of professional experience
Work History
Loan Officer
Ulster Federal Credit Union
03.2023 - Current
- Underwrite and verify information about applicant history with the credit bureau to help determine an approval or denial
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Processed loan applications and monitored progress from start to finish.
- Compiled closing packages for drafting and presentation accuracy.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
Head Teller
Ulster Federal Credit Union
10.2020 - 03.2023
- Served as a trusted resource for colleagues on complex transactions or challenging customer situations.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.
- Ensured a secure working environment by adhering to strict security protocols and conducting regular audits.
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
Education
High School Diploma -
Saugerties Senior High School
Saugerties, NY06.2018
Skills
- Application Review
- Financial Service Solutions
- Client Counseling
- Banking
- Customer Service
- Microsoft Office
Timeline
Loan Officer
Ulster Federal Credit Union
03.2023 - Current
Head Teller
Ulster Federal Credit Union
10.2020 - 03.2023
High School Diploma -
Saugerties Senior High School
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