Account Representative Loan Processor
Resume:
Objective
Seeking type of position which allows me to assist in benefiting and adhering to the expansion and growth of the company all while actively engaging with clients and the public in a helpful and positive manner.
Skills
- Goal-oriented; able to complete responsibilities quickly and successfully.
- Personable; enjoy assisting and interacting with clients, coworkers, and the public.
- Able to communicate and handle problems in a calm and collective manner.
- Experienced with Tech-savvy with computers and most electronics.
Brandon Lister
2001 Holley Pkwy, Apt 533
Roanoke, TX 76262
*******************@*****.***
Experience
Charles Schwab• Workflow Solutions/ Account Representative • 01/ 2023 – 01/ 2024
- Communication with advisors regarding the types of documents, signatures, paperwork, stipulations and requirements needed to fulfill cases and requests, as needed for clients.
- Processed and fulfilled work orders & case types on a daily basis, including running calculations of individuals’ Federal & State RMD’s, the transfer of funds to/from various types of investment accounts, creating and processing Traditional IRA’s, Individual IRA’s, Bene IRA’s, Roth IRA’s, Simple IRA’s, SEP IRA’s, JTWROS, TOD, 401k’s, LLC’s, as well as many others types of investment accounts.
TD Ameritrade• Operations/ Account Representative • 03/ 2021 – Buyout From Charles Schwab
- Answered calls from clients to help them with questions or problems regarding their accounts.
- Scanned incoming calls to detect fraudulent intent and maintain high-level security for all clients.
- Provided one-on-one assistance to clients by walking them through the TD Ameritrade website for questions or needed and assisting them with any questions that they may have with the website.
Capital one auto finance – loan processor – customer service – 06/ 2020 – 01/ 2021
- Created accounts for clients who financed their vehicles through Capital One.
- Responsible for calling and verifying each client’s personal information in order to process and fund their auto loans.
- Reviewed and completed many different tasks in each deal that Capital One would receive, including reviewing the client’s proof of income, the vehicle’s valuation, itemizing the retail installment contracts and reviewing each applicant’s credit reports.
Mobility Credit Union • auto loan processor • 10/ 2018 - 02/ 2020
- Created accounts for new or existing members who financed their vehicles through the credit union.
- Assured security of members’ personal information when creating accounts.
- After receiving loan packets, responsible for differentiating the auto dealerships buy rate for the consumer’s vehicle from the consumer’s current APR. Through this, determined the flat, or percentage of the amount financed the dealership accrues with each sale.
- Reviewed each loan packet thoroughly, providing quality assurance to avoid and correct mistakes in the math of the contract and any missing signatures, documents and other necessary stipulations for which the Credit Union requires to process each loan.
Education
Texas state university • San Marcos, Tx• 2014-2016
- Studied Exercise Sport Science, with an emphasis on Health and Fitness Management.
- Worked on a minor in Business Administration.
Volunteer Experience or Leadership
Completed over 250 hours of community service in the Coppell area and roughly 50 hours in San Marcos while in school.
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