Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Consultant
Canvas Credit Union, formally Public Service Credit Union
Denver, CO
10.2023 - Current
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Assisted customers in opening new accounts and completing required paperwork.
Leveraged customer service and sales abilities to consistently meet performance goals.
Provided guidance on loan qualification criteria to potential borrowers.
Responded promptly to customer emails, phone calls and requests for information.
Recognized opportunities for cross-selling additional banking products or services.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Assisted and advised customers on using online and mobile banking systems.
Loan Processing Assistant
Merchants Mortgage & Trust
Greenwood Village, CO
06.2022 - Current
Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
Maintained complete confidentiality of submitted information according to release guidelines.
Evaluated financial statements and contacted institutions and customers to clarify details.
Checked approvals against established bank and government lending standards.
Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
Liaised between borrowers and realtors, title companies and loan company management.
Customer Service Representative
National Western Complex
Denver, CO
01.2019 - 01.2023
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Educated customers on special pricing opportunities and company offerings.
Demonstrated excellent communication skills in resolving product and consumer complaints.
Mentored new employees on procedures and policies to maximize team performance.
Developed strong customer relationships to encourage repeat business.
Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
Consulted with customers to resolve service and billing issues.
Education
BBA - Business Management
Colorado State University - Pueblo
Pueblo, CO
05.2022
Skills
Customer Relationship Building
Business Development
File Management
Attention to Detail
Loan Servicing
Complex Problem-Solving
Staff Training
MS Office
Affiliations
Member, CSU-Pueblo Alumni Association
Volunteering (Habitat for Humanity)
Certification
Notary Public
Timeline
Consultant
Canvas Credit Union, formally Public Service Credit Union
10.2023 - Current
Loan Processing Assistant
Merchants Mortgage & Trust
06.2022 - Current
Customer Service Representative
National Western Complex
01.2019 - 01.2023
BBA - Business Management
Colorado State University - Pueblo
Notary Public
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