Amanda R. Robledo
Summary
Experienced professional with a proven track record in customer service, multitasking, and relationship development across various departments. Highly organized and passionate, adept at working independently while effectively managing multiple tasks to consistently surpass loan sales goals. Possesses exceptional customer service skills honed in fast-paced environments. Recognized for making stable and decisive decisions, always acting swiftly with a clear vision.
Overview
19
19
years of professional experience
Work History
Senior Loan Advisor
Santa Clara County FCU Aka Mirastar FCU
09.2005 - 12.2024
- Consistently provided exceptional customer services to all members of the credit union
- With minimal supervision, sell, accept, and process consumer loan requests via phone, email and online application requests
- Managing, coordinating and organizing a diverse portfolio of loan applications during various stages of the application process while maintaining a high degree of tact, discretion and judgment
- Provided ongoing support for existing Members, addressing concerns or questions related to their loans as needed throughout the life of the agreement
- Resolved member concerns independently for myself as well as handled any member escalated concerns from other Staff members
- Developed training procedures, policies, guides and material for staff
- Conducted Lending training process, procedures, loan preparation and funding to all Branch staff; Managers, Supervisors, and Financial Service Advisors
- Pull Credit Report, review, and discuss with members to identify any opportunity to move other loans to Credit Union
- Identify other financial needs of member and offer products that meet the need
- Cross-sell other Credit Union products and services
- Sell lending insurance products that complement the loan product
- Work closely with Underwriters by successfully communicating verbally or with written detailed notes as well as providing any documentation required for a decision
- Prepare thorough notes to eliminate unnecessary discussion, re-verification or request of information
- Efficiently work with third party vendors to gather supporting documents for loans
- Communicate all pertinent aspects of underwriter’s decision (approvals and denials) to member while maintaining compassion and respect for each Member's situation
- Proactively make follow-up calls to members with pending and funded applications
- Respond promptly to requests and questions from Members and internal staff
- Maintain a proven record in completing all loans request in a timely manner, while maintaining a minimal error exception ratio
Education
High School Diploma -
Live Oak High School
Morgan Hill, CASkills
- Independent work
- Superior customer service
- Proactive problem-solving
- Team leadership capabilities
- Efficient pipeline management
- Teamwork and collaboration
- Sales goal achievement
- Consultative loan sales
- Relationship development
- Proficient in Microsoft Office
- Decision making
- Visionary thinking
Awards
- First Loan Consultant to reach 2 million in funded loans with inception of Loan sales department.
- Consistently recognized for Creating Connected Moments with our members.
Timeline
Senior Loan Advisor
Santa Clara County FCU Aka Mirastar FCU
09.2005 - 12.2024
High School Diploma -
Live Oak High School
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