ตัวอย่าง Resume ธนาคาร (Banking) ฉบับที่ 193

Professional Summary

Jessica Claire Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team. Organized Sales Administrative Assistant offering excellent planning, problem-solving and communication skills. Supporting high-performance sales teams in identifying customer needs and delivering solutions. Strong verbal and written communication skills to document sales activities. Gate Keeper Multitasking and prioritization Document control

Experience

Education

• Analyzed loan-to-value ratios, debt to income ratios and credit scores to make underwriting decisions. Conducted comprehensive analysis and evaluated risk to control underwriting loss. Created master spreadsheet to record procedures, denials and approvals. · FIICANCIAL RELATIONSHIPS SPECIALIST · Nationwide | Rocky Hill, CT · 03/2017 to 09/2018 · Maintained optimal financial controls by securing funds and making accurate transactions. Met or exceeded sales goals by promoting bank products and services in every interaction. Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders. · Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets. · Helped customers open and close accounts, apply for loans and make sound financial decisions. · Verified amounts and integrity of every check or funds transfer. · Devised targeted solutions for various customers, including deposit, lending and investment services. Advised customers on bank products, services and financial planning options. · Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to · satisfy needs and protect bank reputation. · Put together and executed loan documents. · Modified, opened and closed customer accounts. · Completed daily cash balancing, including the ATM. · Met with new clients and completed pre-qualification procedures. · Trained and coached less experienced team members in procedures, compliance standards and performance strategies. · FIICANCIAL SERVICES REPRESENTATIVE · On Lok Senior Health Service | San Francisco, CA · 08/2014 to 03/2017 · Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers. · Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports. · Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan. · Educated customers on variety of loan products and available credit options to promote valuable decision-making. · RECEPTIONIST · United Consumers Credit Union | City, STATE · Greeted visitors, assessed needs and directed to appropriate personnel. · 06/2014 to 08/2016 · Directed clients to appropriate personnel to address concerns, resolve complaints or answer account- related questions. · Answered and directed incoming calls using multi-line telephone system. · Received incoming packages and mail, dispersed parcels and correspondence and shipped outgoing items daily. · Prepared, compiled and filed documents as well as reports presented to various parties. Organized and updated schedules and monthly calendar obligations for various levels of management and staff. · Prepared packages for shipment by generating shipment invoices and setting up courier deliveries. Sorted incoming mail and directed to correct personnel each day. · Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management. · Oversaw office inventory by restocking supplies and submitting purchase orders. · Scheduled meetings with salespeople and clients, emailed customers and placed outbound calls as needed. · Followed security procedures, issued visitor badges, monitored logbooks and reported irregularities.
• High School Diploma
• Blue Springs High School, Blue Springs, MO
• MOropolitan Community College - Kansas City, Kansas City, MO · NMLS Certified

Skills