Quality Assurance Manager

Mary A. Chacon

*** ****** **. ***** *****, WI ***22

Telephone: 952-***-****

*********@*****.***

Professional Objective

Lending professional seeks position with a bank or credit union to utilize 3 years’ experience in the

financial industry

Employment History

Hiway Federal Credit Union:

Consumer Loan Representative

Position Purpose

Assists members and employees with questions regarding lending products and services. Complies and

prepares loan documents for loan officer approval. Preforms a variety of support duties related to the

lending function within the credit union.

Essential Functions and Basic Duties

Assumes responsibility for researching background information on loan applications and ensuring

completeness and information.

• Mails loan applications and/or information to members and prospective members.

• Gathers background information on loan applicants and inputs into Lending Platform.

• Completes all Lending forms including: Warranty, Payroll Deduction, lease Alternative, MN

Uniform Commercial Code (UCC), ACH, Title Promise and Change Requests.

• Assists members with the loan application process to ensure completeness of information.

• Forwards application and all supporting materials to Loan Officer for approval.

• Assists member and employees with questions regarding lending products and services.

• Responsible for daily opening, closing, and balancing under assigned teller number.

• Actively cross-sells credit union products and services.

Assumes responsibility for acquiring and maintaining advanced knowledge of credit union products,

services, promotions, and marketing materials in order to be able to deliver exceptional member service,

and for the purpose of actively referring and/or cross-selling credit union products and services.

Assumes responsibility for establishing and maintaining effective working relationship with coworkers

and management.

• Supports and promotes team spirit by assisting others in your department and in other areas of the

Credit Union when applicable.

• Keeps manager informed of department activities and any significant problems or concerns.

• Promotes an environment free of harassment and demonstrates sensitivity for cultural differences.

Assumes responsibility for promoting and supporting a safe work environment

• Promotes security be responding to suspicious behavior or activities.

• Adheres to all Credit Union procedures and Policies.

• Uses equipment and materials properly.

Assumes responsibility for all other duties as assigned by manager.

Loan Processor 2006-2009

Fort Snelling Federal Credit Union, Minneapolis, MN

Was hired as a member service representative, then promoted to position with loan department. As loan

processor, was

responsible for assisting members with the loan application process to ensure completeness of

information and supporting

documentation. Ensured that all members felt welcomed to the credit union and were supported

professionally

throughout the loan process. Processed loan applications and performed a variety of support duties

relating to the lending

function. Collated, reviewed, and verified a myriad of lending documents for accuracy for real estate and

consumer loan

transactions. Complied with the Equal Credit Opportunity Act (Reg. B), Truth-in-Lending (Reg Z), Truth-

In-Savings, and

all other credit-related laws.

As member service representative, was responsible for the accurate servicing of varied financial

transactions for credit

union membership. Received and processed members’ financial transactions, including deposits, cash and

check withdrawals,

transfers, direct deposit, payroll deduction, allotments, bond redemption, credit card cash advances, and

loan

payments for members in person, by telephone, and mail. Opened, closed, balanced, and secured cash

drawer and settlement

of daily activities. Fielded member questions. Cross-sold credit union products and services. Maintained

and updated

account information. Assisted with filming and record retention. Secured building, cash, and negotiables.

Assisted

with the training of new employees.

Reservationist 2006 to present

Holiday Inn Express and Suites

Eagan, MN

Work part-time. Staff the front desk and field customer questions both in person and over the telephone.

Coordinate

breakfast bar functions and occasionally drive shuttle van.

Clerk 2004-2005

Blimpies Sub and Sandwich Shop, Kenosha, WI

Staffed checkout, operated cash register, and prepared made-to-order subs and sandwiches.

Quality Assurance Technician 2002-2004

Birchwood Foods, Peasant Prairie, WI

Was hired as a worker in the packaging department, then later promoted to the quality assurance

department.

Education

Graduate of Reuther Central High School, Kenosha, WI 2003.

References

Will be provided upon request.

Contact this candidate