Amy Meyer
Glidden
Summary
Experienced Loan Officer/Operations Assistant adept at assessing member needs, providing suitable products and guiding members through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong member relationships by providing excellent service.
Overview
11
11
years of professional experience
Work History
Lending Consultant/Operations Assistant
Dupaco Community Credit Union
10.2015 - Current
- Assisted branch manager in managing the operations and maintenance of the branch.
- Improved member satisfaction by promptly resolving issues and answering inquiries via phone, email, and in-person interactions.
- Assisted in the training of standard operating procedures to maintain consistency and accuracy across all tasks.
- Developed strong relationships with members, ensuring repeat business and referrals for new members.
- Optimized member experiences by offering personalized financial advice based on individual needs and goals.
- Evaluated credit risk by thoroughly reviewing applicants'' financial history, employment status, income stability, collateral value, and other relevant factors before making recommendations on loan terms or denial decisions.
- Collaborated with underwriters to expedite loan approvals and enhance overall member satisfaction.
- Consistently met or exceeded yearly sales goals
Teller Service Associate
Greater Iowa Credit Union
07.2013 - 10.2015
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Increased cross-selling opportunities by identifying member needs and recommending appropriate banking products or services.
- Improved member satisfaction by providing efficient and accurate transaction processing.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for members.
Education
Associate of Arts -
Des Moines Area Community College
Boone05.2013
Skills
- Documentation Review
- Credit Analysis
- Debt Restructuring
- Loan Processing
- Licensed Mortgage Loan Originator
- Notarial Acts
Timeline
Lending Consultant/Operations Assistant
Dupaco Community Credit Union
10.2015 - Current
Teller Service Associate
Greater Iowa Credit Union
07.2013 - 10.2015
Associate of Arts -
Des Moines Area Community College
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