Finance, Management and Customer Service

Professional Summary: Dedicated individual motivated to maintain member/customer satisfaction and to contribute to company success. A dynamic and reliable employee with over 16 years of banking, member service and management experience.

Skills: Cash handling, detailed oriented, extensive financial and sales knowledge, notary, management experience, self starter, NMLS, computer knowledge

Work History:

Lead Services Representative, Management - Centris Federal Credit Union, Council Bluffs IA June 2014-June 2016

Provide leadership to the organization and staff by promoting and modeling the Centris Vision, Mission, Values and Team Principles

Provide excellent member service to both internal and external member. Create and/or develop relationships with internal and external members.

Serve members by identifying needs, educating and recommending products and services and performing functional duties efficiently and accurately.

Assist the Financial Services Manager in directing and overseeing the activities of the branch and its employees.

Branch Services Representative - Centris Federal Credit Union La Vista NE July 2013 - June 2014

Promote and model the Centris Vision, Mission, Values and Team Principles

Provide excellent member service to internal and external members.

Process transactions in the teller and member service area. Serve our members by assisting them in identifying financial needs and recommending and educating them in our products and services.

Supervisor in Charge/MSO - Sioux Falls Federal Credit Union Sioux Falls, SD Sept 2001 - May 2013

Supervised a staff of five

Scheduling

Coaching in sales of credit union products and services

Oversee daily branch activities

Interview and evaluate needs of potential members and offer appropriate financial products and services

Prepare and compile new member applications and open new accounts. Ensure complete and accurate loan documentation by analyzing applicant financial status, credit and asset evaluation

Underwrite loans and oversee timely closing and funding

Provide ongoing relationship servicing with currant members and maintain goodwill and gain additional business

Sales Associate/ Assistant Manager- Carrow's Formal Wear Sioux Falls SD November 1999 - August 2001

Coordinate formal wear for men

Record orders for weddings

Weekly and monthly bookwork

Responsible for the hiring and scheduling of employees

Education:

Lake Area Technical Institute Watertown SD

Marketing/Management/Sales

AAS Degree May 1999

Certificate/Awards:

Credit Union Management - CUNA

Sapphire Award - CUNA

Member Service Certificate - CUNA

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