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Customer Service Personal Assistant

Los Angeles, California, United States
February 16, 2018

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William Avery

**** *. **** **. *** Angeles, CA **062 / (323) ***-**** /


7+ years experience in lending and banking fields

Computer literate with special focus on database management

Comprehensive understanding of complex and proprietary banking systems

Experience handling confidential and sensitive corporate/financial documents

Excellent customer service skills

Punctual and hard-working team player


Loan Coordinator

Analyzed applicants’ loan eligibility, including financial status, credit and property evaluations

Obtained and organized applicants’ credit histories, financial statements and other pertinent confidential information

Interviewed applicants one-on-one to explain loan process and terms and services, and review final agreements to ensure compliance

Fielded customer concerns and complaints and took appropriate action to resolve any issues

Trusted with a variety of confidential and sensitive financial and personal documents

Responsible for returning original and copied documents to all parties involved in a timely manner

Loan Consultant

Sought new business and client opportunities with focus on repeat sales

Established strong rapport and trust with new and existing clients

Maintained frequent and ongoing communication using variety of contact databases

Answered and responded to any and all incoming email and phone communication

Provided hands-on assistance to loan officers and brokers to complete final loan processes


Emerald Jade Holdings Inc. Jan 2014 – Present

Senior loan consultant

Loans-R-Us, Torrance, CA May 2009 – Jan 2014 Loan Coordinator

Broadway Federal, Inglewood, CA Jan 2009 – July 2009

Funding Assistant/Auditor

Windsor Funding, Beverly Hills, CA April 2002 – Nov 2005

Personal Assistant/Coordinator

Total Services Realty, Torrance, CA Jan 1993 – April 1998

Personal Assistant/Coordinator

U.S. Navy, San Diego, CA Feb 1998 – Feb 1991



San Diego State University, San Diego, CA 1989-1990

Specialty Workshop - Principles and Real Estate Law

Southeastern School of Real Estate, San Diego, CA 1989

Certificate of Completion

Detroit Business Institute, Detroit, MI 1986

Certificate of Completion

Redford High School, Detroit, MI 1985

High School Diploma

References upon Request…

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