Serenity Taylor
Jacksonville,FL
Summary
I am an experienced Loan Specialist with a proven track record of efficiently and accurately handling loan applications and preparing detailed loan reports. I have a solid knowledge of the financial market, loan regulations, and customer service practices. I am highly organized and possess excellent communication skills. I am adept at problem- solving and thrive when working with complex situations. I am committed to delivering a high- level of customer service and take pride in helping customers find the loan that best meets their needs.
Overview
5
5
years of professional experience
Work History
Post-Approval Officer, Secured Loans
Bank of America
Chicago, IL
05.2023 - 10.2024
- Verified that all documents are in order prior to approval or denial of loans.
- Provided guidance and advice to customers regarding their loan options.
- Monitored customer accounts for any changes in financial status which could affect repayment ability.
- Negotiated terms and conditions of secured loans with customers based on their individual needs.
- Identified areas where process improvements can be made to increase efficiency and reduce costs associated with processing secured loans.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
Shift Supervisor
CVS Pharmacy
Jacksonville, United States
02.2020 - 11.2022
- I supervise employees during my shift, and make sure that they complete their tasks, and are motivated to work effectively.
- As a shift supervisor, I include skills that contribute to the production strategy by knowing the business goals and how to achieve them.
- Count cash at the end of the shift, and manage bank deposits.
- Communicated clearly with employees regarding job duties, expectations, and policies.
Education
High School Diploma -
Whitney M. Young Magnet
Chicago, IL05-2023
Skills
- Loan processing
- Documentation review
- Customer Services
- Underwriting expertise
- Credit analysis
- Portfolio management
- Attorney communication
- Financial Analysis
- Document management
Timeline
Post-Approval Officer, Secured Loans
Bank of America
05.2023 - 10.2024
Shift Supervisor
CVS Pharmacy
02.2020 - 11.2022
High School Diploma -
Whitney M. Young Magnet
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