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Click here or scroll down to respond to this candidateCandidate's Name
Naperville, Illinois Street Address EMAIL AVAILABLELOAN SPECIALISTDedicated Loan Specialist with vast expertise in the financial industry. Proficient in analyzing loan applications, assessing creditworthiness, and facilitating the loan approval process. Proven ability to provide exceptional customer service, applying industry regulation and compliance requirements as well as adherence to all legal and organizational guidelines.Diverse Computing Skills/Knowledge Customer Care & Assistance Loan Processing HELOANS & HELOCSCustomer Service Product Sales Project Management Application Processing Mortgage & Loan KnowledgeHIGHLIGHTS & CONTRIBUTIONSEmployee driven by the company culture cultivated in BMO dedicated to helping clients.Consumer lending Specialist process HELOANS and HELOCS.Extensive customer interaction to gather information for the application.Strong focus on driving sales performance, and managing personal and.Collective revenue and referral targets alongside leading Continuous improvement initiatives.Awarded Presidents Circle reward for the years 2017 and 2018.Consistently exceeded Banking product sales goals.Experience with open accounts, credit cards, loans, and teller drawers.More than 15 years of experience in customer care and assistance.Extensive interaction with customers and management.Made over 5 million in loans in 2018.PROFESSIONAL EXPERIENCEBMO 06/2019 CurrentCustomer Lending Specialist, (06/2021-Present)Process of HELOANS and HELOCS. Customer contact regarding Applications. Gather Information for the loans. Take the application over the phone.Executed, coordinated, and managed all aspects of client relations and consumer lending services for Loans and personal Line of Credit loans.Processed client accounts, business accounts, credit applications, and loan initiation, and closely worked with underwriters.Recently closed a $1.6M HELOCS loan.Personal Banker, (06/2019-06/2021)Provided one-on-one personal banking services to small business owners looking for effective means of planning and investing. In the absence of a manager, carry out the daily banking responsibilities and report as needed.Trained new staff members in-house as well as from other banking centers.Developed specialized informational resources for senior customers interested in maintaining or increasing the return on their banked funds.Managed customer installment payments to loans, credit cards, and Line of credit.Coordinated and executed all aspects of client relations and banking services for personal and business customers.As needed basis, also assisted CSR at the teller stations.Fifth Third Bank 2004 2019Personal Banker, (2017-2019)Provided one-on-one personal banking services to small business owners looking for effective means of planning and investing. In the absence of a manager, carry out the daily banking responsibilities and reporting as needed.Awarded prestigious Presidents Circle reward for the year 2017.Trained new staff members in-house as well as from other banking centers.Developed specialized informational resources for senior customers interested in maintaining or increasing the return on their banked funds.Personal Banker 1, (2016-2017)Customer Service Representatives (CSR), (2004-2016)Served as the Backup lead CSR. Performed account closures, credit card processing, and ATM processing.Balanced the Vault/coin machine.Processed all daily paperwork efficiently.Performed cash balance and customer service every day.A Team worker and high performer.Receive an Award for high performance.EDUCATIONBachelor of Arts (Honors) English Literature Dhaka University, Bangladesh |
