Aedan Robinson
Medford,OR
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
3
3
years of professional experience
Work History
Loan Officer
Rogue Credit Union
02.2022 - Current
- Ensured compliance with all federal and state regulations throughout the loan origination process.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Developed systems to efficiently track loan documents and enhance accuracy.
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
- Provided mentorship and guidance to junior colleagues, fostering a collaborative team environment that encouraged professional development and knowledge sharing.
- Developed strong relationships with customers through high levels of member service.
- Educated potential members on various loan options, guiding them towards informed decisions that fit their financial goals.
- Processed applications for new accounts.
- Excellent communication skills, both verbal and written.
- Expertise in processing trust, estate, rep payee, POA, and business accounts.
Teller
Rogue Credit Union
07.2021 - 02.2022
- Processed customer transactions promptly, minimizing wait times.
- Maintained accurate records of customer transactions in line with bank procedures.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Executed wire transfers, stop payments and account transfers.
- Provided training to new tellers on bank procedures, systems, and customer service best practices.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Cross-sold credit cards, loans and other bank products.
- Learned and adapted quickly to new technology and software applications.
Education
High School Diploma -
North Medford High School
Medford, OR06.2021
Skills
- Loan Servicing
- Data Entry
- Client Relations
- Business Lending
- Recordkeeping
- Credit History Review
- Team Player
Timeline
Loan Officer
Rogue Credit Union
02.2022 - Current
Teller
Rogue Credit Union
07.2021 - 02.2022
High School Diploma -
North Medford High School
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