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Loan Consultant Service Representative

Location:
Avon, NY
Posted:
October 18, 2021

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Resume:

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Maria J Koehler

**** ****** *****

Avon, NY 14414

585-***-****

ado22h@r.postjobfree.com

EXPERIENCE

Evergreen Federal Credit Union Henrietta, NY

Member Service Representative

****-****

Responsible for the phone calls coming in and out of the Credit Union

Open and Close accounts

Received deposits/withdrawals for members.

Took other responsibilities designated by the manager.

Citibank Student Loan Corporation- Rochester, NY

Educational Loan Consultant

1996-1998

Responsible for the processing of student loans, interfacing with students, guarantors/schools.

Listened to and counseled students about their loans, federal or private.

Analyzed and submitted investigations as needed.

Wrote letters to students as part of the investigation process.

Received incoming collection calls.

Negotiated with delinquent customers to set up financial agreements that reduced the delinquency ratio.

Treasury Federal Credit Union Washington, DC

Member Service Representative

1993-1995

Responsible for interviewing applicants and completing loan applications.

Evaluated credit history and compiled loan application for the loan officer.

Closed and disbursed loan funds in a timely manner.

Coordinated training on in-house loan software.

Trained new staff for proper cross-selling techniques and product knowledge.

Assumed teller responsibilities as needed by the branch.

Smithsonian Institution, Air and Space Museum

Langley Theater, Washington DC

Head Cashier

1990-1994

Balanced and audited cash in and out of the daily vault drops.

Oversee and coordinated special functions for the theater

Coordinated, trained and managed cashiers and theater aides.

NRL Federal Credit Union, Washington, DC

Loan Officer/Member Service Representative

1989-1993

Responsible for approval and denial of loans and member service support.

Loan officer qualified to approve consumer loans.

Interviewed and screened loan applicants, approved or denied loans.

Set up and maintained specialized transactions such as IRAs and escrow accounts.

Cross sell all credit union products and services

Improved customer satisfaction by researching and resolving member’s inquiries and problems.

Assumed teller responsibilities as needed by branch.

RGIS,Washington DC- Team Leader

1990-1993

Managed team for retail store inventories.

Establish and manage flow plans for various retailers for inventories to insure productivity and accuracy.

Acted as liaison between team members and store managers.

Responsible for supervising and continuously managing schedules for multiple team members.

Trained and assisted team members for continued accuracy and productivity.

EDUCATION

Senior, Health Science for the Professional

Eta Sigma Gamma (National Honorary in Health Education)

State University of New York at Brockport

Training

Equal Credit Opportunity ACT (ECOA) Certified

Sales and Strategy Conference

Consumer Lending Conferences

Truth in Savings Conference

American Red Cross CPR (certified)

Child Abuse Detection Training (SUNY Brockport)



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