Resourceful professional in management operations known for high productivity and efficient task completion. Possess specialized skills in strategic planning, team leadership, and operational improvement. Excel in communication, problem-solving, and adaptability, ensuring seamless execution of business strategies and enhancement of team performance.
Overview
13
13
years of professional experience
Work History
Member Experience Officer II
Mountain America Credit Union
Glendale, AZ
10.2022 - Current
Ability to provide high-quality service and support to members, addressing their needs and concerns
Buids rapport to gain member trust
Strong verbal and written communication skills to articulate information clearly and effectively
Recognizing member needs, educates on options for managing financial transactions
Analyzes member complaints, determining the cause of the problem, providing resolution, expediting correction or adjustments
Serves as a resource to team members and/or business and identifies appropriate issues for escalation
Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law
Prepares loan documents, initiates credit reviews and conducts closings for all consumer loans such as Auto, Home equity, and Signature loans etc
Operation Support Specialist
Credit Union West
Peoria, AZ
12.2011 - 09.2022
Responsible for developing, reviewing and updating branch operations procedures and reference materials
Collaborates with department to identify updates and ensure effective communication
Proactively notifies management of concerning operational inefficiencies or opportunities of system or procedural improvement
Support a variety of departments and team members needs and questions in a timely manner
Collaborates and assists with user acceptance testing for various systems and operational projects
Subject Matter Expert for specialty accounts, documents, include trust, estates, business, rep payees, conservatorships, power of attorneys, and utma
Conducts quality assurance on specialty accounts
Responsible for updates to the CRM system to provide frontline team members with instructions
Demonstrates critical thinking and being self-reliant to better analyze and solve problems
Education
Associate of Applied Science - Business Administration
Member Service Officer II at Credit Union of Southern California (Fr.PacTrans)Member Service Officer II at Credit Union of Southern California (Fr.PacTrans)