Golfing, hunting, hiking, camping and motorcyle rides
Alyssa Allman
Loan Processor
Kalamazoo,MI
Summary
Loan processor with 6-year background in consumer financing, loan administration, default management and customer service. Excellent analytical and communication skills. Enthusiastic loan servicer eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of accounts payable and receivable, record keeping and training in financial planning and growth. Motivated to learn, grow and excel in the financial industry.
Overview
1
1
Language
8
8
years of post-secondary education
7
7
years of professional experience
Work History
Loan Servicer
Kellogg Community Credit Union
Kalamazoo, Michigan
07.2019 - Current
- Recommended loan approvals and denials based on customer loan application reviews.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Successfully closed average of 60 loans per month.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Created plans and communicated deadlines to ensure projects were completed on time.
- Resolved problems, improved operations and provided exceptional service.
Universal MSR
Kellogg Community Credit Union
Kalamazoo, Michigan
06.2018 - 07.2019
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Opened, closed and updated accounts for customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Balanced teller drawers and ATM cash.
Loan Officer
KALSEE Credit Union MSR
Kalamazoo, MI
01.2018 - 06.2018
- Assisting members, cross selling, opening accounts, balancing the vault and providing knowledge to members interested in banking opportunities.
- Submitted loan applications to underwriter for verification and recommendations.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Maintained strict confidentiality of bank records and client information.
- Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets.
- Maintained friendly and professional customer interactions.
Head Teller/ Teller Supervisor
KALSEE Credit Union
Kalamazoo, MI
06.2017 - 12.2017
- Cross selling to members, customer service over the phone, teller responsibilities of balancing a cash drawer and emphasizing member satisfaction.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Counted cash drawers and made bank deposits.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Educated customers on use of banking website and mobile apps.
- Developed and maintained courteous and effective working relationships.
Server
Red Lobster Restaurant
08.2014 - 07.2016
- Stayed up-to-date on menu changes to offer current and accurate information and help customers select optimal meal choices based on individual preferences.
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
- Fostered enjoyable event atmosphere through friendly guest interactions
- Maintained flexible work schedule including evenings, weekends and on-call to meet event needs.
- Maintained event cleanliness during service by promptly clearing dishes after each course.
- Checked identification to enforce age regulations for alcoholic beverages.
- Achieved monthly sales goals by using successful strategies to promote specials, desserts and alcoholic beverages.
Financial Service Representative
Educational Community Credit Union
Kalamazoo, MI
03.2015 - 06.2016
- Assisting members of the Credit Union in all areas of service.
- This ranges from answering the phone, completing transactions, opening new accounts and updating current records.
- My duties include cross-selling when appropriate, and contacting members for necessary paperwork and documentation.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Worked with clients and finance companies to find optimal solutions for financing.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Exceeded goals through effective task prioritization and great work ethic.
Education
BBA - Finance
Western Michigan University
Michigan 01.2013 - 05.2021
Skills
Financial transactions expertise
undefinedInterests
Timeline
Loan Servicer
Kellogg Community Credit Union
07.2019 - Current
Universal MSR
Kellogg Community Credit Union
06.2018 - 07.2019
Loan Officer
KALSEE Credit Union MSR
01.2018 - 06.2018
Head Teller/ Teller Supervisor
KALSEE Credit Union
06.2017 - 12.2017
Financial Service Representative
Educational Community Credit Union
03.2015 - 06.2016
Server
Red Lobster Restaurant
08.2014 - 07.2016
BBA - Finance
Western Michigan University
01.2013 - 05.2021
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