Loan Processor/Service Rep/Customer Service/Personal Banker

Profile Summary

•Experienced professional with a successful career in banking, lending, administration, general clerical experience and customer service.

•Excel at engaging with others at all levels to ensure organizational goals are attained.

•Proactive approach has resulted in attaining new customers and solidifying existing client relationships.

•Possess excellent interpersonal, analytical, and organizational skills.

•Excel at multi-tasking and maintaining multiple projects at one time.

•An effective team player with the skills necessary to direct, train, and motivate team members to their fullest potential.

•Energetic person with a sense of humor, ability to get along with anyone and be flexible.

•Ability to work individually and under minimal supervision.

SOOPER CREDIT UNION, Denver, Colorado 2009-Present

Member Service Representative

•Assist members in account resolutions, investments and loan products.

•Gather information, load loan applications, and get all documents necessary for loan officer to close.

•Follow up with members to ensure all questions are answered and all problems are solved.

WARREN FEDERAL CREDIT UNION, Wyoming 2007-2009

Loan Officer/Member Service Officer

•Initiate, gather information and complete product/service process with member that includes: opening new accounts, investment products such as certificates of deposit and IRA’s, credit cards, loan insurance and personal, auto and home equity loans.

•Qualify, originate and close loans including personal, auto and home equity loans and mortgages.

•Counseling members on credit situations and giving them the knowledge to improve.

•Evaluating underwriting requirements and suggestions.

•Responsible for determining members’ needs and counseling them on products & services that best fulfill their needs.

•Process title work, deeds, etc.

•Process cash, checks, and other negotiable items for deposit to loan, share and investment accounts.

•Cross-sell banking services and products to clientele.

•Collect on charged off accounts

•Participate in community events to position the credit union as a leader within the territory.

GREAT LAKES AIRLINES, Cheyenne, WY 2007

Revenue Accounting Coordinator

•Audited and reconciled all passenger tickets and flights with 100% accuracy.

•Interpreted and priced a variety of passenger and cargo tickets.

•Utilized a multi-step process in order to meet weekly invoice deadlines.

•Prepared weekly revenue invoices and reported to upper management.

KOHL’S DEPARTMENT STORE, Ft. Collins, CO 2005-2007

Customer Service Associate

•Processed customer returns, addressed concerns and complaints and resolved customer issues.

•Balanced cash registers at opening and closing and reconciled petty cash drawer.

•Met daily goals with Kohl’s Charge Card new customer applications.

Education

Associate of Applied Science in Business Marketing

Front Range Community College, Ft. Collins, Colorado 2006-2008

Sample coursework: Business Ethics, Business Law, Marketing, E-Commerce, Business Communication and Report Writing, and International Marketing.

Colorado State University

Ft. Collins, Colorado

General Studies and business courses taken from 2003-2005

Summit High School

Frisco, Colorado

Graduated in 2003

•Proficient in Microsoft Word, Outlook, Excel, PowerPoint and the Internet

•Skilled in general typing (70 wpm) and 10-key calculator

•NCUA Insurance Training

•Active Notary Commission

•Medallion/Signature Guarantee

•Volunteer for United Way

•Knowledge of compliance regulations such as: Reg B, Reg C, RESPA and Reg Z

•Document Scanning/Imaging

•Extensive data entry experience

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