Jesse Moore

Thornton, CO *****

adxvjt@r.postjobfree.com

303-***-****

I have over 30 years of experience in customer service. In my years of working, I have worked with various individuals and have successfully established a great rapport with employees and customers. The greatest skill I can demonstrate is to communicate with each customer on a level of building trust so I can identify areas which I can strengthen the relationship of the business. My skills in the financial area range from Credit Analysis, to opening accounts, marketing, and building the financial relationship with existing and new clients by focusing on products and services which would benefit their lives. I do have a NMSL Number.

Work Experience

Personal Banker II

UMB – Denver CO

September 2021 – Present

• Creating and expanding relationships in your community through outbound calling efforts to customers.

• Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts.

• Process HELOC applications and closing

• Processing normal teller transactions following proper procedures of cash handling

• Responsible for cash drawer and proper dual control in branch

• Collaborating with internal partners, such as small business officers, mortgage officers, private wealth manager and others.

Member Contact Center Representative

Premier Members Credit Union - Broomfield, CO

November 2020 – August 2021

• Take 50 to 60 member calls daily

• Process transfers on member accounts

. Handle Fraud Disputes on Credit and Debit Cards

. Provide assistance with online Banking issues

• Process loan payments

• Block, reissue new credit and debit cards

• Educate members on products and services.

• Sell and close on discussions of new products or services

• Recognized for outstanding sales on credit card balance program

Exit Booth Agent - National Car Rental

Enterprise Holdings - Highlands Ranch, CO

May 2015 - November 2020

• Management said, "I am an SQI monster" in last review (Service Quality Index) • Was instrumental in getting a new Colorado Toll Pass designed

• Suggested and got installed a safety message for customers at exit booths

• Recognized for going above and beyond to assist team during employee shortage • Recognized for supplying customer feedback to drive SQI scores

• Last review had 1 Outstanding and 8 Exceeds out of 29 categories

• Recognized for my positive attitude and how I encourage that with others in facility • Management acknowledged me as a go getter and some who always delivers • Recognized as dependable and someone Management can count on

• Management noted I have been a "Rock Star" since day one

• Commended for my attention to detail and how it drives SQI scores

• Helped drive SQI scores of 90 and 92 in last year

Tax Preparer

Jackson Hewitt Tax Services - Denver, CO

November 2012 - April 2017

seasonal)

• Interact with customers and review their yearly tax information

• Prepare their federal and state tax returns and file electronically

• Print a cashier check for their refund if they chose an assisted refund

• Assist them with meeting the requirements of the ACA healthcare law

I had to leave Bellco in October 2020 due to a Medical Disability called Ramsey Hunt Syndrome which caused facial paralysis and vestibular nerve damage resulting in Vertigo

Loan Representative - Call Center

Bellco Credit Union - Greenwood Village, CO

September 2009 - October 2010

• Process member applications for autos, trucks, motorcycles, recreational vehicles, home equity loans, and mortgages

• Applications outside my authority would make recommendations to underwriters •. • Received several member appreciation calls to my supervisor

Recognized for high efficiency in "WOWING" our members

• Received several member appreciation calls to my supervisor

Financial Care Representative

T-Mobile - Thornton, CO

August 2008 - August 2009

- Call Center

• Collected over $1.2M from past due customers on their accounts

• Issued credits and reviewed charges on bills by suggesting different calling plans • Recognized for consistently exceeding monthly collection goals; achieved top 10% rating • Commended for suggestion selling of new phone products recently released

• Recognized for consistently exceeding quality scores on QA monitoring

• Commended for consistently succeeding call average handle time goals

Loan And Member Services Representative

Community Financial Credit Union - Broomfield, CO

September 2007 - August 2008

• Provided excellent customer service by using active listening skills, probing questions, and resolved member issues professionally and in a timely manner

• Cross sold loan products and processed loan applications, analyzed credit reports, approved loans, disbursed funds, and processed all closing documentation

• Actively sold gap insurance on auto loans and credit life & disability insurance over 33% of the time on each loan.

• Opened new accounts and closed accounts (actively using retention skills first prior to closing an account)

• Processed, approved, issued credit cards and debit cards

• Opened new accounts and actively promoted credit union products including IRA's, Credit Cards, Home Equity Loans, and Mortgage Loans.

• Awarded bonus for largest number of new members recruited in new membership drive • Recognized by Retail Operations Supervisor for being highest producing employee of increasing product depth with members

Financial Sales Representative/Loan Officer

Elevations Credit Union - Boulder, CO

February 2007 - September 2007

• Provided excellent customer service by using active listening skills, probing questions, and resolved member issues professionally and in a timely manner

• Cross sold loan products and processed loan applications, analyzed credit reports, approved loans, disbursed funds, and processed all closing documentation

• Actively sold gap insurance on auto loans and credit life & disability insurance over 33% of the time on each loan.

• Opened new accounts and closed accounts (actively using retention skills first prior to closing an account)

• Processed, approved, issued credit cards and debit cards

• Opened new accounts and actively promoted credit union products including IRA's, Credit Cards, Home Equity Loans, and Mortgage Loans.

• Awarded bonus for largest number of new members recruited in new membership drive • Recognized by Retail Operations Supervisor for being highest producing employee of increasing product depth with members

Personal Banker & Trainer/Coach

US Bank - Denver, CO

July 2004 - February 2007

• Trained new Personal Bankers in procedures, policies, regulations and customer service skills; revised and created various training modules

• Opened and closed accounts as well as provided assistance to customers with their accounts; processed loans for credit cards, auto, personal and home equity

• Received commendations from two managers regarding personnel training

Credit Analyst - Call Center

HSBC Card Services - New Castle, DE

November 1996 - July 2004

• Analyzed and decision credit applications for approval for private label credit card Company in credit call center.

• Based decisions on FICO risk matrix with some judgmental decisions when appropriate. • Verified specific credit card application information by using fraud detection skills to authenticate Internet submitted applications.

• Handled other customer calls on existing accounts for credit limit increases as well as non-monetary account maintenance.

• Promoted to Assistant Team Manager in 2003

Training Specialist

Goodwill Industries of Delaware Inc - Wilmington, DE

September 1990 - December 2000

Store Manager

Pier 1 Imports - Fort Worth, TX

August 1985 - September 1990

Education

Wheaton College - Wheaton, IL

Financial Skills

• Loan Officer Experience

• Banking

• Tax Experience

• Credit Analysis

• Underwriting

• Loan Origination

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