Jaleesa Bruce

Efficient Loan Processor Administrative Professional

Maximizing Loan Operations, Precision Data Management, & Streamlined Administration for Banking Excellence.

CAREER SUMMARY

Proactive and result-driven banking professional with over a decade of comprehensive experience in loan processing, administrative support, and customer service in the banking industry. Demonstrates a comprehensive understanding of loan documentation, risk analysis, and customer service, ensuring accuracy and compliance in all transactions. Adept at fostering positive customer relationships, managing diverse banking tasks efficiently, and utilizing advanced banking software. Proven ability to thrive in fast-paced environments, ensuring prompt and precise processing of banking transactions. Seeking a full-time remote position to leverage expertise in the banking field, contributing to business objectives and delivering exceptional service.

Core Competencies

Loan Processing - Credit Analysis - Data Entry - Administrative Support - Customer Service - Document Verification - Risk Management - Compliance - Underwriting - Financial Analysis - Account Management - Mortgage Loans - Data Validation - Transaction Processing - Organizational Skills - Microsoft Office Suite – Strategic Communication – Creative Problem-Solving - Document Preparation - Remote Work Capability - Database Management - Client Relations - Workflow Coordination

SELECTED HIGHLIGHTS

•Loan Processing Expertise: Comprehensive experience in assessing applicants' eligibility, analyzing credit standings, and finalizing loan contracts for various types of loans including signature loans, auto loans, and credit cards.

•Customer Service Excellence: Consistently delivers high-quality customer service, managing inquiries via phone, email, and live chat with professionalism and efficiency.

•Administrative Proficiency: Skilled in handling administrative tasks such as processing transactions, handling deposits, and maintaining accurate records.

•Risk Management: Proactively manages risk, processes fraud reports, and ensures compliance with all federal, state, and local banking regulations.

•Sales and Cross-Selling: Demonstrated ability to cross-sell additional products and services, contributing to business growth and customer satisfaction.

•Remote Work Adaptability: Adept at working in remote settings, ensuring high productivity and maintaining strong communication with team members and clients.

•Leadership and Training: Experience in leading teams, providing training on compliance, teller procedures, and software applications to new hires and team members.

•Awards and Recognition: Recognized for outstanding customer service and account assistance, achieving top MSR awards and contributing to the success of the team.

PROFESSIONAL EXPERIENCE

Loan Processor March 2023 - July 2023

Schools Federal Credit Union

•Expertly assessed loan applicants' eligibility and analyzed credit standings, culminating in the decisive approval or denial of loan offers, ensuring compliance with financial standards and member satisfaction.

•Delivered exceptional customer service, promptly addressing inquiries via phone and email, while adeptly managing loan documentation for various loan types including signature loans, auto loans, and credit cards.

•Skillfully underwrote member applications, leveraging a deep understanding of financial assessment and risk management to secure the credit union's financial stability and member trust.

•Drove additional revenue streams through strategic cross-selling of relevant products and services, consistently identifying and fulfilling members’ financial needs and strengthening member relationships.

•Maintained high efficiency and accuracy in administrative tasks, utilizing ten key skills for data entry and ensuring all loan contracts and documentations were finalized and accurate.

Financial Service Representative / Administrative Assistant April 2022 - Nov 2022

FSR Southland Credit Union

•Played a key role in the funding of various loans including signature loans, auto loans, and credit cards, by providing accurate loan documentation, ensuring a smooth and compliant process.

•Cultivated strong rapport with members through exceptional customer service, displaying stellar telephone etiquette and professionalism, resulting in the establishment of robust account relationships and generating valuable referrals.

•Demonstrated versatility in supporting Southland Credit Union’s operations, from handling ATM deposits, loading, and counting, to swiftly resolving members' issues within my authority or diligently escalating them with strategic recommendations.

•Skillfully assisted members with opening/closing accounts, answering inquiries, and managing debit card-related services including dispute resolution and help desk ticket creation, ensuring a seamless member experience.

•Upheld a secure, tidy, and well-maintained work environment, fostering positive interactions and mutual respect among both members and internal teams, contributing to an uplifting and productive workplace culture.

Member Service Representative October 2021 - April 2022

Allied Healthcare FCU

•Cultivated positive relationships with both internal and external members at Allied Healthcare FCU, leading to the creation of new account relationships and generating valuable referrals through communication and mutual understanding.

•Demonstrated comprehensive knowledge of credit union resources, facilitating accurate processing of member transactions and file maintenance requests, while successfully cross-selling additional products tailored to meet members’ unique needs.

•Consistently exceeded individual Member Experience goals, contributing significantly to the achievement of branch and credit union objectives in line with the strategic plan.

•Maintained the integrity of cash drawer contents, ensuring amounts stayed within stated limit levels, and showcased a strong aptitude for independently balancing cash drawer daily.

•Ensured strict adherence to all Credit Union policies, procedures, and applicable regulations, maintaining a steadfast commitment to operational excellence and regulatory compliance.

•Provided top-tier assistance to members over the phone, efficiently handled night drop transactions, and resolved member issues with authority, referring more complex problems to supervisors with well-considered recommendations.

•Assisted members with account openings and closures, answered queries about products and services, and maintained high member survey scores and internal service surveys, reflecting a strong commitment to exceptional member service.

Vault Batching Lead October 2020 – August 2021

Wells Fargo Bank

•Spearheaded the vault batching operations, meticulously auditing cash and monetary instruments to guarantee impeccable accuracy and strict adherence to both state and federal compliance requirements.

•Successfully managed and balanced over 3,000 deposits each quarter, ensuring every transaction within the vault was precise, contributing significantly to the bank’s financial integrity and client trust.

•Cultivated a team of 10 vault tellers through comprehensive training on operating controls and advanced software applications, enhancing team efficiency, reducing errors, and ensuring seamless daily operations.

•Monitored and balanced general ledger accounts on a monthly basis, showcasing a profound commitment to upholding the highest standards of financial accuracy and compliance, and solidifying the bank’s reputation for reliability and trustworthiness.

Relationship Banker October 2018 – March 2021

One United Bank

•Stepped up as an interim leader in the absence of the financial center manager, demonstrating exceptional leadership and problem-solving skills by providing necessary overrides to tellers and ensuring smooth operations.

•Spearheaded comprehensive training programs for new hires, focusing on compliance, teller procedures, and risk management, resulting in enhanced employee proficiency and a secure transaction environment.

•Proactively managed financial risks and processed fraud reports with adept use of financial center software applications, showcasing strong analytical skills and a commitment to maintaining a secure banking environment.

•Educated customers on utilizing self-service technologies for transactions, enhancing their banking experience and promoting digital literacy among the client base.

•Ensured strict adherence to a myriad of regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, and the USA Patriot Act, upholding the bank’s integrity and compliance standards.

•Played a pivotal role in human resources functions, including the recruitment, development, and training of staff, while also conducting regular coaching sessions and one-on-one meetings to drive sales and referral goals, ultimately contributing to the achievement of department and credit union objectives.

PRIOR EXPERIENCE

Store Manager Nix Financial September 2012 - October 2018

Shipper Singapore April 2009 - September 2012

EDUCATION

B.Sc. in Business Administration - (In Progress)

Taft High School (2002-2006)

CERTIFICATES & AWARDS

•Top MSR for excellent customer service and phone service.

•#1 in account assistance.

•1 of 3 top MSR for loan assistance.

Los Angeles, CA 310-***-**** ad1gwn@r.postjobfree.com

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