Summary
Overview
Work History
Education
Skills
Timeline
Generic

SOMAYEH SALMANI

21129 49th Ave SE

Summary

Astute Loan Processor bringing 11 years of experience in banking and financial positions. Work well with people of all backgrounds to complete loan packages. Adept at building loyalty and trust between bank and customer. Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 6 years of assisting clients, scheduling payments, and reviewing credit histories. Knowledgeable in all credit procedures. Bilingual Loan Specialist offering 6 years of expertise in loan application processing and payment negotiation. Excellent track record of explaining complex financial information in simplified terms to foster customer comprehension. Meticulous and personable with proficiency in Microsoft office especially excel. Hardworking and passionate job seeker with strong organizational skills eager to secure Branch Manager position. Ready to help my team achieve company goals.

Overview

17
17
years of professional experience

Work History

Associate Banker

JPMorgan Chase
04.2023 - Current
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Provided advice on different bank products and financial options.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
  • Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.

Relationship Banker/Loan Processor

Umpqua Bank
08.2021 - 04.2023
  • Was MOD (Manager On Duty)
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants
  • Prepared documents for underwriting by verifying client income, credit reports and other information
  • Provided quick turnaround times to maintain fast-past schedule
  • Set up and completed loan submission packages
  • Reviewed financial statements and contacted institutions and customers to clarify details
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues
  • Handled any conditions sent from underwriting departments
  • Processed loans within various departments to achieve timely, accurate and fair proceedings
  • Maintained long-term relationships with customers to provide best-in-class customer service
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes
  • Looked over and approved various types of loans
  • Coordinated closing process with attorneys, title companies and government clerks
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering HELOC, and business loans.
  • Culture champion


Relationship Banker

JPMorgan Chase
10.2020 - 08.2021
  • Increasing all monthly and quarterly sales goals
  • Approached prospective clients through cold calling and emails to meet sales targets
  • Presented new and additional products and services to existing customers
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit
  • Backed up teller team by handling needs of new and existing customers at main counter
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.

Personal Banker

JPMorgan Chase
12.2019 - 10.2020
  • Networked to increase client base and encourage existing clients to expand financial portfolios
  • Expanded client base by promoting new financial products
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database
  • Networked to increase client base and encourage existing clients to expand financial portfolios
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.

Lead Associate Banker

JPMorgan Chase
12.2017 - 12.2019
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Opened, closed, and updated accounts for customers
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers
  • Closed 20 transactions per year
  • Provided advice on different bank products and financial options
  • Checked accounts for fraud and provided law enforcement with relevant details
  • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.

Customer Service supervisor

Fred Meyer
02.2017 - 12.2017
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts
  • Organized and carried out proactive month-end, quarterly and year-end processes
  • Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors
  • Established QuickBooks accounting system to reflect accurate financial records
  • Posted daily receipts and payments in accordance with corporate protocols
  • Reviewed and processed employee expense reports and vendor invoices for payment
  • Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.

Financial Assistant Manager

Azadi Sports Club
07.2007 - 12.2012
  • Completed financial forms such as I9, W4 and W9, and maintained permanent records
  • Minimized financial discrepancies, resulting in increased efficiency and accuracy in financial transactions
  • Assisted in auditing projects by compiling information and discovering fraud, embezzlement, and liabilities
  • Supported executives by conducting research, reporting and documentation.

Education

Bachelor of Science - Accounting and Finance

Islamic Azad University
Tehran, Iran
07.2004

Skills

  • Expert in Microsoft office such as Excel
  • Expert at managing Finances
  • Practiced at FHA loan process
  • Financial transactions expertise
  • Financial analysis aptitude
  • Processing Procedures
  • Dealing with business-related loans, and accounts
  • Acquired management approval for small business and commercial loans
  • Worked with clients to address and respond to client and partnership management issues
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit
  • Backed up teller team by handling needs of new and existing customers at main counter
  • Presented new and additional products and services to existing customers

Timeline

Associate Banker

JPMorgan Chase
04.2023 - Current

Relationship Banker/Loan Processor

Umpqua Bank
08.2021 - 04.2023

Relationship Banker

JPMorgan Chase
10.2020 - 08.2021

Personal Banker

JPMorgan Chase
12.2019 - 10.2020

Lead Associate Banker

JPMorgan Chase
12.2017 - 12.2019

Customer Service supervisor

Fred Meyer
02.2017 - 12.2017

Financial Assistant Manager

Azadi Sports Club
07.2007 - 12.2012

Bachelor of Science - Accounting and Finance

Islamic Azad University

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