Cevine Kleib

Roseville, CA ***** 916-***-****

adyoq4@r.postjobfree.com

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

916-***-****

adyoq4@r.postjobfree.com

Jon Cazacu

Branch Manager, Wells Fargo Bank, N.A

9407 Madison Avenue

Orangevale, CA 95662

916-***-****

adyoq4@r.postjobfree.com

Tanya Toma

Personal Reference

408-***-****

adyoq4@r.postjobfree.com

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