Scott Jolley
Sioux Falls
Summary
Accomplished Loan Associate and Personal Banker at First International Bank and Trust, adept in loan origination and customer service, ensuring high levels of client satisfaction. Demonstrated expertise in underwriting and portfolio management, significantly enhancing loan processing efficiency. Excelled in fostering client relationships, contributing to a substantial increase in financial portfolio expansions.
Overview
2
2
years of professional experience
Work History
Loan Associate
First International Bank and Trust
04.2024 - Current
- Maintained strict confidentiality of bank records and client information.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Developed strong relationships with customers through high levels of customer service.
- Examined customer loan applications for loan approvals and denials.
Personal Banker
First International Bank and Trust
11.2022 - 04.2024
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Education
Bachelor of Science - Business Economics
South Dakota State University
Brookings, SD05-2022
Skills
- Loan Origination
- Underwriting knowledge
- Portfolio Management
- Documentation Review
- Loan Processing
- Customer service-focused
Timeline
Loan Associate
First International Bank and Trust
04.2024 - Current
Personal Banker
First International Bank and Trust
11.2022 - 04.2024
Bachelor of Science - Business Economics
South Dakota State University
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