Financial Specialist Customer Experience

ALEXIS CASTRO

Denver, CO ***** 720-***-**** **********@*****.***

Professional Summary

Hardworking and determined Sr. Financial Specialist with over 7 years of experience in many areas of the Credit Union industry including but not limited to indirect/direct consumer underwriting, consumer/HELOC loan origination, loan processing and closings, opening a variety of accounts, managing the branch, and customer satisfaction. Excellent reputation for resolving problems and improving customer satisfaction.

Skills

• Customer Experience

• Financial Services

• Greeting Visitors

• Compassionate

• Consistent

• Equity and Debt

Work History

Auto Underwriter 04/2024 to 10/2024

TEKsystems – Remote

• Contract auto underwriter for 3 different loan platforms including CUDL

• Weekend closer, in charge of underwriting for 30+ credit unions

• Followed each credit union's specific underwriting guidelines provided on hotsheet

• Answered any questions and followed up with dealerships regarding decisioned apps

• Completed second reviews on dealer requested apps Senior Financial Specialist 09/2014 to 01/2021

Bellco Credit Union – Westminster

• Interacted with members on a daily basis to analyze and recommend the best products and services that best fit their needs

• Input and processed consumer and HELOC loan applications from start to finish

• Performed loan closings

• Supervised branch including opening and closing the branch on an occasional basis

• Advised members and sought out solutions to any problems they may have

•Opened business, retirement, personal, and minor accounts

• Completed member transactions

• Kept in contact with members and updated them on loan applications during the entire loan process

• Reviewed and decisioned consumer direct loans

• Verified and met conditions of consumer loans

Door to Door Sales Rep 09/2008 to 10/2012

Denver Post – Denver

Used sales pitches with persuasive sales techniques to convince clients in purchasing newspaper subscriptions.

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Learned and implemented selling skills to identify opportunities, overcome objections and close sales.

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• Traveled by foot or automobile to sell our service.

• Assisted with training new employees

Education

Some College 2013

Community College of Denver - Denver, CO

GED 05/2010

GED - Denver

Certifications

I am NMLS licensed and currently have a valid notary public

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