Sarah Smith
Kerrville
Summary
Detail-oriented Lending Assistant with proven expertise in compliance management, loan processing, and customer service. Adept at training staff and ensuring accurate documentation, driving efficient workflows and enhancing client satisfaction.
Overview
8
8
years of professional experience
Work History
Lending Assistant
Kerr County Federal Credit Union
Kerrville
07.2023 - Current
- Maintained compliance with lending regulations and policies.
- Trained new staff on lending procedures and systems.
- Utilized loan processing software for efficient workflow management.
- Processed loan requests in accordance with established procedures and regulations.
- Assisted supervisor with special projects as assigned.
- Performed clerical duties such as filing paperwork, answering telephones and copying documents as needed.
- Communicated effectively with external partners to ensure proper execution of loan closings.
- Maintained up-to-date knowledge of lending policies and procedures in order to provide accurate information to customers.
Loan Processor
Kerr County Federal Credit Union
Kerrville
08.2022 - 07.2023
- Processed loan applications efficiently and accurately for diverse member needs.
- Reviewed financial documents to ensure compliance with lending policies and regulations.
- Maintained detailed records of loan transactions and member interactions securely.
- Submitted loan applications to underwriting department for review and approval process.
- Filed completed packages quickly and efficiently.
Teller
Kerr County Federal Credit Union
Kerrville
08.2019 - 08.2020
- Assisted members with account inquiries and provided exceptional customer service.
- Maintained cash drawer integrity and balanced daily transactions consistently.
- Educated members on credit union products and services for informed decisions.
- Resolved member concerns promptly, ensuring a positive banking experience.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Office Assistant
Laity Lodge Youth Camp
Kerrville
05.2019 - 08.2019
- Assisted in preparing documents and reports for internal and external communication.
- Handled incoming calls, directing inquiries to appropriate personnel promptly.
- Supported data entry tasks using office management software for accurate record-keeping.
Human Resource Intern
CHI St. Luke's Health Memorial Lufkin
Lufkin
05.2018 - 08.2018
- Assisted in onboarding new employees and coordinating orientation sessions.
- Organized and stored employment forms and information.
- Maintained confidentiality when dealing with sensitive information relating to personnel files or organizational policies.
- Prepared onboarding documents for new hires, such as contracts and employee handbooks.
Education
Bachelor Of Business Administration (BBA) - Human Resource Management
Sam Houston State University
Huntsville, Texas, TX05-2019
Skills
- Loan processing
- Compliance management
- Documentation accuracy
- Financial analysis
- Software utilization
- Customer relationship management
Accomplishments
Magna Cum Laude College Graduate
References
References available upon request.
Timeline
Lending Assistant
Kerr County Federal Credit Union
07.2023 - Current
Loan Processor
Kerr County Federal Credit Union
08.2022 - 07.2023
Teller
Kerr County Federal Credit Union
08.2019 - 08.2020
Office Assistant
Laity Lodge Youth Camp
05.2019 - 08.2019
Human Resource Intern
CHI St. Luke's Health Memorial Lufkin
05.2018 - 08.2018
Bachelor Of Business Administration (BBA) - Human Resource Management
Sam Houston State University