Angie Roman
Anaheim ,CA
Summary
Proven leader at SchoolsFirst Federal Credit Union, adept in critical thinking and problem-solving, I excel in onboarding and coaching, significantly enhancing team efficiency. Skilled in organization and adept under pressure, I ensure error-free DMV audits and optimal branch operations, embodying dependability with a focus on world-class Member Service.
Overview
6
6
years of professional experience
1
1
Certification
Work History
MSR IV
SchoolsFirst Federal Credit Union
10.2021 - Current
- Onboarding coach to newer team members providing feedback and demonstration technical skills to newest team member.
- Work with management team on cash order, branch audits, 5 BOC.
- Assist in managing front desk ensuring break and lunches are being taken care of avoiding meal penalties.
MSR III
SchoolsFirst Federal Credit Union
09.2018 - 10.2021
- Providing world class Member service to Members visiting branch.
- Process new Memberships, additional shares accounts, loan request and fundings as requested by Member.
- Competes documentation for accounts and loans according to CU procedures.
Education
Service U -
Skills
Critical Thinking
Problem-Solving
Flexible and Adaptable
Dependable and Responsible
Calm Under Pressure
Organization and Time Management
Certification
Positive Leadership - Jon Gordon June 2023
2024 Emerging Leaders Program Cohort 2
Clifton Strenghts
1. Individualization
2. Strategic
3. Restorative
4. Learner
5. Relator
Timeline
MSR IV - SchoolsFirst Federal Credit Union
10.2021 - Current
MSR III - SchoolsFirst Federal Credit Union
09.2018 - 10.2021
Service University SFFCU - Service U ,