Detail-oriented Real Estate Loan Advisor with expertise in loan processing and credit evaluation. Proven ability to guide clients through complex financial options while ensuring compliance and accuracy.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Real Estate Loan Advisor
Arvest
Tulsa
06.2022 - Current
Assisted clients with loan applications and documentation requirements.
Evaluated creditworthiness and financial history for loan approvals.
Educated clients on the loan process and answered their inquiries.
Provided guidance on financing options and loan products available.
Maintained detailed records of all loan transactions from origination to closure.
Financial Sales Representative
Arvest Bank
Tulsa
11.2021 - 06.2022
Addressed customer issues promptly, leveraging effective communication skills to enhance service quality.
Managed cash transactions and ensured accurate balancing of cash drawers.
Greeted customers upon entering the bank and directed them to appropriate personnel or services.
Educated customers on banking products and services available.
Modified, opened and closed customer accounts.
Teller
Arvest
Tulsa
09.2019 - 11.2021
Processed customer transactions efficiently and accurately.
Balanced cash drawer daily and resolved discrepancies promptly.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Delivered exceptional service to customers in person or over telephone.