Angie Lopez
Seattle,WA
Summary
Outgoing Home Equity Loan Officer selling new memberships by presenting features, benefits and services to attain or exceed sales goals. Focuses on building relationship with members by delivering ongoing satisfaction to build strong referral base to generate new leads. Cultivates acquisition of new members through public outreach and business development to motivate and engage.
Overview
8
8
years of professional experience
Work History
Member Consultant II
Boeing Employees Credit Union
2022.04 - 2024.05
- Consistently opened new business and consumer accounts, while uncovering hidden loan and debt consolidation needs.
- Member focused, while discussing and ascertaining financial wellness, tailored specific solutions to resolve concerns.
- Informed members of promotions to increase sales productivity and volume.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Served members and non-members with knowledgeable, friendly support at every stage of their financial lives.
Personal Shopper
Instacart
2021.10 - 2022.04
- Picked first-rate, brand name requested items for 6-8 daily customer orders.
- Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
- Chose favorable substitutions, communicated with customers of changes and other available options.
- Consistently met deadlines and quality goals for accuracy and timeliness.
Financial Solutions Specialist III
First Commonwealth Bank Corporation
2019.09 - 2021.09
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Reconciled product or service problems by clarifying the customer's complaint, determining cause of the problem and selecting the best solution to solve the problem.
- Developed advanced product knowledge to share current information while generating and delivering product quotes on home equity loans, lines of credit and personal loans.
- Established and maintained an organized Internal Control Report system to keep monthly cash audits, drawer outages, opening logs, signature card reports and Brinks cash orders in order.
- Used consultative techniques to understand customer needs and make strategic referrals to business partners.
Client Service Associate
UBS Financial Services
2016.04 - 2019.06
- Opened and transferred in multiple new accounts, introducing clients to the UBS Online Services portal, My Total Picture. Created an outstanding client experience by personalizing the online enrollment experience.
- Managed receptionist area by greeting visitors, responding to telephone and email inquiries and providing information for in-person requests.
- Coordinated with business clients to open new employee retirement accounts.
- Effectively assisting clients through tax season by collaborating with CPAs to deliver tax statements.
- Coordinated with my team to ensure the transfer and delivery of each client's required minimum distribution from their retirement accounts.
- Offered smiling, confident interactions with every client. Provided administrative support for team client events which included invitations to UBS Market Updates, greeting of clients and prospects, and coordinating with vendors.
Education
High School Diploma -
Harrison High School
Colorado Springs, COSkills
- NMLS licensed
- Account management
- Excellent written and oral communication
- Exceptional interpersonal communication
- Planning and Coordination
- Research and due diligence
- Flexible and Adaptable
References
Sandi Byerly
Underwriter of Consumer Lending
First Commonwealth Bank
Prior Supervisor
(724) 672-8086
Nathan Boyle
Mortgage Loan Originator
First Commonwealth Bank
(724) 991-2138
Timeline
Member Consultant II
Boeing Employees Credit Union
2022.04 - 2024.05
Personal Shopper
Instacart
2021.10 - 2022.04
Financial Solutions Specialist III
First Commonwealth Bank Corporation
2019.09 - 2021.09
Client Service Associate
UBS Financial Services
2016.04 - 2019.06
High School Diploma -
Harrison High School
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