Post Job Free
Sign in

Senior Member Service Representative

Location:
St. Augustine, FL
Posted:
July 24, 2021

Contact this candidate

Resume:

Jennifer V Legaspi

*** ********* *****, **. ********* Florida 32092

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

Phone: 619-***-****

Professional Summary

An achiever and reliable Senior Member Service Representative focused on going above and beyond to support the team and serve members. Trained in cash, platform side and mortgage while offering top-notch member service experiences to all members. Motivated to continue to learn and grow as a Senior Member Service representative and capable of supervising and managing Team members.

Skills

Highly experienced in receiving and Strong mathematical skills. processing banking transactions

Knowledge of proper cash handling Attention to details procedure.

Mortgage Loan originator and counselor Oversee cash managing of the branch.

Mentor/trainer of junior teammates Vault custodian

Balance ATM and verification Loan processing

Experience

Mortgage Support Assistance/REL June 2020-August 2020 Real Estate Lending Department St. Johns, FL

Research and update member’s information in Unifi/Empower.

Assist Loan processor on calling member.

Order Appraisal and Title for members thru Order Out App

Update Note pads and Access Task Tracker

Senior Member Service Representative May 2017 - Current Navy Federal Credit Union Orange Park-FL

Senior Member Service Representative/Mortgage Loan Originator May 2017 - Present

Navy Federal Credit Union – Orange Park- Florida

Help members in selecting appropriate products.

Open large number of accounts, certificates, money markets for members

Compile and analyze banking data and reports on daily basis.

Open the branch, closing and balancing procedures.

Enforce corporate procedures and policies.

Educate members and prospective members about loans, mortgages, lines of credit and digital services.

Assist team leaders as needed.

Act as Supervisor/ Manager with the absence of the Team Leaders

Present monthly training to the Team and conduct DEP Presentation

Help members make financial plans and set goals.

Ensure that clients are satisfied with their banking services.

Perform another task around the bank as assigned.

Perform ordering and cash shipment on a monthly schedule.

Perform ATM balancing and verification.

Serve as vault custodian.

Serve as mentor/trainer and provide guidance and assistance to team members.

Foster a positive and professional work environment open, approachable and genuine

Very flexible to travel to other branches to provide operational support when required. Member Service Representative Feb 2000 - Jul 2016

Navy Federal Credit Union Gurnee, IL

Member Service Representative

Mortgage Loan Originator since 2009

Navy Federal Credit Union - Okinawa Japan, Guam, Great Lakes, San Diego, RTC Great Lakes.

Provide members and prospective members with the full range of product and services.

Perform teller transactions, deposit, withdrawal, lending payments, and transfers.

Perform ATM balancing, adding funds to ATM and verification.

Perform buy and sell as a vault custodian.

Built and maintained relationships to all members and team members.

Educate members about financial services and products offered by NFCU.

Provide mortgage counseling and mortgage product to all members and prospective members.

Process all lending product applications and mortgage applications.

Help members make financial plans and set goals.

Ensure all members are highly satisfied with their banking service needs. Education

Bank Teller Operation Dec 1993

Florida Community College Jacksonville, FL

Certificate

Associate of Science: Medical Secretary Mar 1992

Perpetual Help College of Manila Manila, NCR

Perform secretarial duties.

Utilizing specific knowledge of medical terminology and hospital, clinic, or laboratory procedures.

Scheduling appointments, billing patients and compiling and record medical charts, reports and correspondence.

Reference

Anjelina Willsey

808-***-****

Awards

Job Related Awards and Special Recognitions:

Navy Federal Credit Union 4 Sustained Superior Performance Award Navy Federal Credit Union President Award in 2010



Contact this candidate