summary jessica claire montgomery street san francisco ca 94105555 4321000 resumesampleexamplecom enthusiastic individual superior skills working teambased independent capacities bringing strong work ethic excellent organizational skills setting excited begin new challenge successful team organized sales administrative assistant offering excellent planning problemsolving communication skills supporting highperformance sales teams identifying customer needs delivering solutions strong verbal written communication skills document sales activities gate keeper multitasking prioritization document control skills banking standards portfolio maintenance banking ethics knowledge techsavvy serviceoriented mindset banking services knowledge pc proficient banking financial software data entry electronic banking knowledge security understanding banking financial services background sensitive material handling customer servicefocused excellent communicator friendly excellent time management sales expertise back office operations meeting planning experience education training cash handling expert cash dispenser operation analytical reliable safe vault operation excellent communication skills flexible strong work ethic multiline telephone skills organization efficiency coordinating program activities microsoft excel spreadsheets employee training development 10key proficiency information compiling spreadsheet development data organization appointment scheduling professional mature inventory supplies strong problem solver resolving discrepancies commercial banking specialist emprise bank hillsboro create agendas communication materials team meetings improve customer satisfaction finding creative solutions problems 092018 current utilize data tracking programs salesforce banking cores compile data gathered various sources provide excellent service attention customers facetoface phone conversations handle delegated tasks including supply orders lender gatekeeping deliver grift loan documents customer locations work closely team members deliver project requirements develop solutions meet deadlines improve operations working team members customers find workable solutions create new workflows new department duties assist production growth marketing projects collaborate development lending internal communication procedures earn reputation good attendance hard work support commercial sales operations underwriting departments compiling paperwork taking detailed meeting minutes put together executed loan documents inspected financial statements credit information title data complete underwriting process worked colleagues review accept deny new renewal business analyzed loantovalue ratios debt income ratios credit scores make underwriting decisions conducted comprehensive analysis evaluated risk control underwriting loss created master spreadsheet record procedures denials approvals fiicancial relationships specialist nationwide rocky hill ct 032017 092018 maintained optimal financial controls securing funds making accurate transactions met exceeded sales goals promoting bank products services every interaction conducted special service account transactions customers including ordering checks placing stop payment orders promoted facility security monitoring customer behaviors following established protocols protect individuals assets helped customers open close accounts apply loans make sound financial decisions verified amounts integrity every check funds transfer devised targeted solutions various customers including deposit lending investment services advised customers bank products services financial planning options managed escalations polite service knowledgeable support unsurpassed professionalism satisfy needs protect bank reputation put together executed loan documents modified opened closed customer accounts completed daily cash balancing including atm met new clients completed prequalification procedures trained coached less experienced team members procedures compliance standards performance strategies fiicancial services representative lok senior health service san francisco ca 082014 032017 determined appropriate rate locks issuance disclosures overage underage waivers fee waivers executed loan origination process including ordering credit reports appraisals preliminary title reports analyzed applicants financial status credit property evaluation determine feasibility granting loan educated customers variety loan products available credit options promote valuable decisionmaking receptionist united consumers credit union city state greeted visitors assessed needs directed appropriate personnel 062014 082016 directed clients appropriate personnel address concerns resolve complaints answer account related questions answered directed incoming calls using multiline telephone system received incoming packages mail dispersed parcels correspondence shipped outgoing items daily prepared compiled filed documents well reports presented various parties organized updated schedules monthly calendar obligations various levels management staff prepared packages shipment generating shipment invoices setting courier deliveries sorted incoming mail directed correct personnel day communicated vendors place receive orders request maintenance services deliver instruction behalf office management oversaw office inventory restocking supplies submitting purchase orders scheduled meetings salespeople clients emailed customers placed outbound calls needed followed security procedures issued visitor badges monitored logbooks reported irregularities high school diploma 052012 blue springs high school blue springs mo moropolitan community college kansas city kansas city mo certifications nmls certified