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City, State, Zip Code
Home: 000-000-0000 | Cell: 000-000-0000
email@email.com
Organized Bank Officer who effectively identifies and resolves complex financial issues. Thrives in fast-paced and ever-changing business environments. Knowledgeable and innovative professional with finance sales and marketing experience whose success is based on integrity exceptional customer service efficiency and ambition.
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- Execute loan origination process including ordering credit reports and preliminary title reports.
- Update secure banking systems and maintain confidentiality of data.
- Prepare financial reports for management and customers.
- Mentor junior bank employees on sales and customer service techniques.
- Maintain current knowledge about latest banking products and services.
- Created financial analysis reports of commercial real estate borrowers’ financial statements lease reviews and market research.
- Exceeded quarterly sales goals by 20%.
- Provided expert financial advice on mortgage and both educational and personal loans.
- Sorted filed and boxed financial documents.
- Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
- Performed daily maintenance of the loan applicant database.
- Assisted senior-level credit officers with complex loan applications.
- Received Top Performer Award for a 85% rate of closed loans.
- Educated customers on the variety of loan products and available credit options.
Minor in Business Administration
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