Teresa Wilson
Huntington,VA
Summary
Accomplished Sr Loan Officer with expertise in loan servicing and customer service, at Lendmark Financial Services. Demonstrated time management efficiency and decision-making confidence, achieving high customer satisfaction. Built strong client relationships, enhancing repeat business and referrals. Proven ability to manage complex transactions and maintain compliance, contributing to organizational success.
Overview
33
33
years of professional experience
Work History
Sr Loan Officer
Lendmark Financial Services
03.2007 - Current
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Built relationships with customers to encourage repeat business.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Examined customer loan applications for loan approvals and denials.
- Developed strong relationships with customers through high levels of customer service.
- Collecting past due account
- Did all insurance claims for customers for A/H. Or death claims
- set up Dealers to help with financial needs for their customers
Bank Teller
Huntington Federal
11.2005 - 03.2007
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Loan Officer
Washington Mutual Finance
02.1993 - 02.2001
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Maintained compliance with federal regulations by staying up-to-date with industry changes and guidelines.
- I worked for Washington Mutual in Lexington, NC and moved to Huntington WV. From 1993 to 2001
Education
Basic
Davidson County Community College
Lexington, NC02-1987
Skills
- Time management efficiency
- Team leadership experience
- Networking and referral building
- Loan servicing
- Team player
- Customer service-focused
- Friendly
- Cash handling
- Goal-oriented mindset
- Decision-making confidence
Timeline
Sr Loan Officer
Lendmark Financial Services
03.2007 - Current
Bank Teller
Huntington Federal
11.2005 - 03.2007
Loan Officer
Washington Mutual Finance
02.1993 - 02.2001
Basic
Davidson County Community College
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