Aiclynn Sursa
Roosevelt,UT
Summary
Dynamic Financial Customer Service Representative with a proven track record at Mountain America Credit Union, excelling in loan production and compliance. Leveraging strong financial literacy and exceptional customer service skills, I consistently foster client relationships, ensuring satisfaction and repeat business while guiding borrowers through complex processes.
Overview
3
3
years of professional experience
Work History
Financial Customer Service Representative
Mountain America Credit Union
Roosevelt, Utah
11.2023 - Current
- Assist clients in selecting loan products that meet their financial needs and goals.
- Analyze credit reports, income documentation, and financial statements to determine loan eligibility.
- Guide borrowers through the application, approval, and closing processes.
- Maintain compliance with federal and state lending regulations.
- Consistently meet or exceed monthly loan production goals.
- Provide excellent customer service resulting in repeat business and referrals.
- Supported loan officers with application processing and customer communication.
- Collected and verified borrower documentation for accuracy and completeness.
- Coordinated with underwriters, processors, and titles, to ensure timely closings.
- Maintained accurate client records and updated loan tracking systems.
- Assisted customers with banking products and financial inquiries.
- Have also helped Team leadership trainings.
- Assist new tellers and new loan officers with necessary skills to complete job with efficiency
- Help tellers with a approvals
- Conducted morning meetings on what we need to focus on that week as well as compliance reports.
- Help maintain membership relationships
Education
High School Diploma -
Altamont High School
Altamont, UT05.2023
Skills
- Computer skills
- Organization
- Documentation
- Compliance awareness
- Financial literacy
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Problem-solving abilities
- Calm and professional under pressure
- Customer service excellence
- Organizational skills
- Active listening
- Adaptability and flexibility
- Money handling
- Decision-making
- Problem resolution
- Teamwork skills
- Phone etiquette
- Microsoft office
- Team building
- Product knowledge
- Customer relationship management
- Work prioritization
- Conflict resolution
- Information gathering
- Goal setting
- Professionalism
Timeline
Financial Customer Service Representative
Mountain America Credit Union
11.2023 - Current
High School Diploma -
Altamont High School