Taylor Self
Charleston,WV
Summary
Loan Officer with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
7
7
years of professional experience
Work History
Loan Officer
West Virginia Economic Development Authority
09.2021 - 09.2024
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Developed strong relationships with customers through high levels of customer service.
- Maintained strict confidentiality of bank records and client information.
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
- Made approval and denial recommendations by determining accurate risk levels.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
Travel Agent
National Travel
09.2017 - 09.2021
- Developed process improvements and long-term business strategies through analysis of customer feedback
- Consistently met or exceeded quarterly/yearly sales quotas by working overtime and strengthening client relationships.
- Responds immediately to clients' questions, issues, and complaints and found effective solutions when required.
- Met with existing customers to discuss business needs and recommended optimal solutions.
- Mitigated financial discrepancies, accurately collecting customer fees, managing refunds and providing accurate travel documentation.
- Promotes customer service satisfaction by acknowledging and anticipating client expectations.
- Proficient in Slack communications and Google Platforms.
- Trained newer employees on how to navigate tasks associated with job demands.
- Handles arrangements for groups, government officials, executives and special needs clients.
Education
Bachelor of Science - International Development
West Virginia University
Morgantown, WV05.2015
Study Abroad in Culture And Language
Universidad De Guanajuato
Guanajuato, Mexico07.2013
Skills
- Analyzing data
- Portfolio Management
- Underwriting guidelines
- Risk Assessment
- Self motivated
- Relationship building and management
- Credit analysis
- Problem resolution
- High volume environments
- Regulations and compliance
- Documentation Review
- Meticulous Attention to Detail
Timeline
Loan Officer
West Virginia Economic Development Authority
09.2021 - 09.2024
Travel Agent
National Travel
09.2017 - 09.2021
Bachelor of Science - International Development
West Virginia University
Study Abroad in Culture And Language
Universidad De Guanajuato
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