Customer Service Loan Processor
Resume:
Cevine Kleib
Roseville, CA ***** 916-***-****
***********@*****.***
LOAN PROCESSOR FINANCIAL SERVICES
Build strong lifelong client relationships through sound comprehensive planning,
thoughtful advise, and individualized goal strategies in order to support their financial success.
COMPETENCIES
Microsoft Suite Financial Advisory & Services Excellent Communications Customer Service
Financial Communications New Products and Services Familiar With New Products/Services & Operation Modifications
EXPERIENCE
Wells Fargo Bank
Home Loan Processor, Roseville, CA Feb. 2019 – Dec. 2022
-Processed loans to meet deadlines and accuracy targets
-Reviewed loan applications and assist home buyers seeking mortgage loans
-Developed trustworthy relationships with clients seeking loans
-Ran and verified credit reports and advised clients on their financial status
-Communicated with clients efficiently to understand the steps and process of the loan
-Assisted home buyers in gathering proper documentation to ensure loan approvals
Personal Banker, Roseville, CA Oct. 2013 – Feb. 2019
-Establish long lasting relationships with customers in their financial goals
-Assist customers with their financial transactions providing exceptional customer service
-Initiate partner relationship to effectively plan clients’ retirement, investments, state/trust plan
-Open new savings, checking, credit line and personal loan accounts for clients
Customer Service Sales Representative & Teller, Orangevale CA Sep. 2011 – Oct. -2013
-Assist manager with control tasks ensuring branch compliance on a daily basis
-Perform tasks involving heavy cash flow and support management opening and closing branch
-Identifying customer’s banking needs and refer them to the right individual
-Coach team members on best practices for delivering outstanding customer experience
-Assist other team members in improving their skills remaining in compliance with company standards and code of ethics
References for Cevine Kleib
Heather Weisker
Home Loan Processor Manager, Wells Fargo Bank, N.A
4001 Woodcreek Oaks Blvd.
Roseville, CA 95747
*******.*.*******@**********.***
Jon Cazacu
Branch Manager, Wells Fargo Bank, N.A
9407 Madison Avenue
Orangevale, CA 95662
***.******@**********.***
Tanya Toma
Personal Reference
*********@*******.***
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