Loan processing professional prepared to excel in results-driven environment. Proven track record in managing loan documentation and ensuring compliance with industry standards. Known for collaborative team efforts and ability to adapt to changing needs, leveraging organizational skills and customer service expertise.
Overview
8
8
years of professional experience
Work History
LOAN PROCESSOR
AFFINITY FEDERAL CREDIT UNION
08.2022 - Current
$52,000 per year; 40 hours per week, August 2022-present
Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Set up and completed loan submission packages.
Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
Provided quick turnaround times to maintain fast-past schedule.
Maintained compliance with federal, state, and company regulations through regular review of updated guidelines.
Enhanced team collaboration by sharing best practices and providing constructive feedback on colleagues'' work.
Streamlined loan processing system, significantly reducing processing times by implementing efficient documentation practices.
Reduced errors in loan documentation by introducing comprehensive checklist for loan processors.
MEMBER SERVICE SPECIALIST
AFFINITY FEDERAL CREDIT UNION
03.2017 - 08.2022
$48,000 per year; 40 hours per week, March 2017-August2022
Handled escalated calls professionally, mitigating concerns effectively while maintaining excellent rapport with clients.
Assisted in training new team members, sharing best practices, and contributing to a cohesive work environment.
Participated actively in continuous improvement initiatives that bolstered member satisfaction and increased overall team performance.
Established strong relationships with members to foster loyalty and trust, contributing to a high retention rate.
Enhanced member satisfaction by providing exceptional customer service and addressing inquiries promptly.
Played a pivotal role in retaining valuable clients during challenging situations through proactive communication and problem-solving skills.
Delivered functionality assistance via phone and online service platforms.
Stayed up-to-date on industry trends as well as organizational product offerings, ensuring expert delivery of advice and recommendations.
Organized successful member events that enhanced engagement and showcased the value of membership benefits.
Championed company values by consistently demonstrating exceptional work ethic, integrity, and commitment to customer service excellence.
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Resolved complex issues with tailored solutions, ensuring positive outcomes for both members and the organization.
Collaborated with cross-functional teams to develop new initiatives aimed at improving member experience.
Utilized CRM systems proficiently for managing member interactions, ensuring timely follow-ups and comprehensive recordkeeping.
Completed training and worked effectively under high-pressure client services environments.
Educated customers about billing, payment processing and support policies and procedures.
Trained staff on operating procedures and company services.
Education
CERTIFICATE - Human Resource Course
PACE UNIVERSITY
12.2019
DIPLOMA -
ORNAGE HIGH SCHOOL
06.2011
Skills
Data entry
Teamwork and collaboration
Information verification
Regulatory compliance
Attention to detail
Dedicated work ethic
Sound judgment
Microsoft office
Eligibility determination
File management
Document review
Deadline management
Timeline
LOAN PROCESSOR
AFFINITY FEDERAL CREDIT UNION
08.2022 - Current
MEMBER SERVICE SPECIALIST
AFFINITY FEDERAL CREDIT UNION
03.2017 - 08.2022
CERTIFICATE - Human Resource Course
PACE UNIVERSITY
DIPLOMA -
ORNAGE HIGH SCHOOL
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