Banking Resume Samples and Examples

  •  Ensures departmental goals and objectives are clearly communicated to staff on a daily, weekly, monthly basis. Responds to inquiries, provides procedural updates and educates team members   •  Participate in Internship Program activities in order to get a better grasp of the bank’s overall mission &nb...

  •  Experience with POS approval processes using LP, DO/DU and other AUS   •  Proficient computer skills including Microsoft Word, Excel and Outlook   •  Excellent people skills, patience, customer service and ability to work in high paced environment   •  Proficien...

  •  Work closely with Operations’ partners to effectively manage a mortgage loan pipeline and expedite loan closings for customers   •  Certifications and Licenses: Valid State Driver’s License   •  Continually meets and/or exceeds the Sales KPI’s set by Management for Productivity and...

  •  Recognize the banking needs of customers and fulfill those needs by answering inquiries; informing customers of new services and product promotions; and striving to become our customers’ total financial services provider   •  Accurately and efficiently enters customers’ transactions into financial sys...

  •  Probing for customer needs   •  Providing accurate product, service and promotion information   •  Directing customers to the appropriate resources if those resources are not in the branch   •  Increase the Bank's profitability by cultivating new business re...

  •  Lead the delivery and effective execution of the mortgage sales strategy and ensure that sales efforts are aligned with Harris’ overall customer and business objectives   •  Maintain accountability for the achievement of district and personal financial results. Foster Harris’ philosophy of building mu...

  •  Evaluates the risks and sizing of independent amounts for trades facing JPMorgan’s hedge fund client base and   •  Manages the Group’s efforts to measure, monitor and mitigate the various risk aspects of the loan portfolio, including risks associated with underwriting, portfolio management, compliance...

  •  Provide technical assistance to reverse servicing transfers identifying opportunities to enhance process to ensure timely delivery and accurate completion   •  Primary support to the Reverse Mortgage Senior Analyst, generating reports and conducting analysis of various metrics   •  ...

  •  Facilitates loan originations by working with line officers in structuring and development of loan proposals to meet the customers’ or prospects’ needs while conforming to bank and regulatory requirements. Makes joint calls as needed   •  Prepare transaction summaries for extensions of credit requirin...

  •  Overseeing day to day credit/collection activities performed by the Senior Credit Analysts at Ingredion in order to meet departmental objectives   •  Granting credit to existing/new customers   •  Collection of past due accounts and ultimately responsible along with the Sr. Manager...

  •  Read complex legal documents and interpret their impact on Key’s collateral position   •  Initiates, develops and maintains relationships with the company’s customer community   •  Service inbound calls from a variety of sources including, KeyBank branch sales professionals, Privat...

  •  Develop a solid understanding of the business process, workflows, and the requirements for all mortgage related software applications   •  Design, implement, and maintain solutions in Encompass such as workflows, business rules, custom data entry screens, custom forms, pipeline views, e-folder, dashbo...

  •  Reconcile monthly reports to lenders’ monthly application/funding results   •  Serve as liaison to ensure the bank is meeting the customers’ needs and to maximize the customer/bank relationship   •  Become familiar with bank products and services to have the ability to cross sell &...

  •  Assists in the ongoing tracking and monitoring of collateral perfection, compliance matters, loan renewals, extensions and modifications   •  Review draft documentation prepared by external legal for operational terms and ensure credit conditions imposed are incorporated in the documentation  &nb...

  •  Contribute to the development of business unit’s objectives and approaches to assignments. Provide input to the data staff to improve existing technology systems and in the development of new Loss Mitigation technology initiatives   •  Order date downs and/or title endorsements for modifications  ...

  •  Through effective profiling and as part of the client/relationship team, examine client/prospect’s overall financial requirements, assist with the development and execution of action plans to effectively match the client’s /prospect’s needs with the Bank’s products and service capabilities   •  Respon...

  •  Answer and place calls to customers, branches, insurance companies and agencies. Process research requests as assigned   •  Resolve any problems/complaints, process daily insurance binders, renewal policies and force placed insurance   •  Update policy information to the appropriat...

  •  Generate and maintain profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience   •  Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses  ...

  •  Valid Driver’s License   •  Basic accounting & finance background and/or knowledge   •  Manage collection strategies to meet DSO targets for the B/U’s and individual collector territories   •  Manage contract’s administration and collection efforts of overdu...

  •  Research and resolve assigned task in a timely manner. Meet or exceed an average of 12 tasks closed per day. Delinquent Letter Service (DLS) to be completed within 5 days of assignment   •  Responding to written and phone inquiries from customers, title companies, and internal personnel regarding loan...

  •  The position requires a collaborative nature in working with internal and external groups of teams, and seeks to eliminate ambiguity from the external customer’s viewpoint   •  Follow established policies and procedures to ensure audit and internal control requirements are met   •  ...

  •  Keeps abreast of laws and regulations that affect   •  Located at our Downtown Council Bluffs location   •  Competes and maintenances electronic client profiles using KeyBank’s technology such as the Client Experience (CE) Desktop   •  Completes and maintenances...

  •  Excellent credit underwriting and administration skills; considered subject matter expert in complex credit understanding   •  Superior ability to identify and mitigate risk   •  Provide value-add structuring alternatives for highly complex credits   •  Strong w...