JIAMIN TAI

Adding on top of job scopes of Loan Officer,

• Accomplished multiple tasks within established timeframes.
• Onboarded new employees with training and new hire documentation.
• Cross-trained existing employees to maximize team agility and performance.
• Maximized performance by monitoring daily activities and mentoring team members.
• Delivered feedback to decision-makers regarding employee performance and training needs.
• Applied customer feedback to develop process improvements and support long-term business needs.

• Submitted loan applications to underwriter for verification and recommendations.
• Originated, reviewed, processed, closed and administered customer loan proposals.
• Recommended loan approvals and denials based on customer loan application reviews.
• Maintained strict confidentiality of bank records and client information.
• Reviewed and edited loan agreements to promote efficiency and accuracy.
• Advised clients on mortgage, education and personal loans.
• Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
• Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
• Established plans and payoffs for customers' loans, prioritizing control of overall costs.
• Developed prospects for new loans by conducting 300 cold calls weekly.