Andre Washington
Raleigh,NC
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
5
5
years of professional experience
Work History
Mortgage Specialist I
State Employees Credit Union
12.2018 - Current
- Motivated and developed employees by creating incentives to encourage employees to excel and maintain low turnover rate.
- Creatively solved business problems while specializing in organizational development, marketing and production management with track record of meeting revenue and profit goals.
- Remained updated with latest information related to mortgage products and services being offered.
- Evaluated pay stubs, credit history, tax information and bank statements for financial status.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
Senior Financial Service Officer
State Employees Credit Union
01.2022 - 08.2022
- Analyzed member's current and future financial needs, producing beneficial product recommendations.
- Monitored market trends and informed members of opportunities to improve financial situation and meet financial goals.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
Financial Service Representative
State Employees Credit Union
12.2018 - 08.2020
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
Bachelor of Science - Business Management
North Carolina A & T State University
Greensboro, NC05.2011
Skills
- Client Needs Analysis
- File Documentation
- Loan Processing
- Mortgage Loan Order Acquisition
- Credit Verification
Timeline
Senior Financial Service Officer
State Employees Credit Union
01.2022 - 08.2022
Mortgage Specialist I
State Employees Credit Union
12.2018 - Current
Financial Service Representative
State Employees Credit Union
12.2018 - 08.2020
Bachelor of Science - Business Management
North Carolina A & T State University