Areli Martinez
Riverdale
Summary
Loan Officer offering 6 years of experience resolving account and service concerns for customers. Smoothly uncovers and solves challenges while promoting company products and maintaining loyal, satisfied customers. Focused on surpassing expectations and driving team success. Fluent in Spanish, I adeptly provided translation services, significantly improving member experiences. Translating gave me the opportunity to learn about other departments in the banking service. My background also includes a strong track record in sales and problem resolution, underscoring my ability to meet diverse customer needs.
Overview
8
8
years of professional experience
Work History
Member Service Representative
Wasatch Peaks Credit Union
01.2023 - Current
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions
- Responded to customer calls and emails to answer questions about products and services
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns
- Processed account transactions accurately, ensuring proper documentation and timely processing
- Maintained and managed customer files and databases
- Supported the onboarding process for new members, explaining benefits and assisting with paperwork completion.
Loan Officer
Horizon Credit Union
08.2018 - 12.2023
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction
- Maintained strict confidentiality of bank records and client information
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals
- Collaborated with other departments to promptly process loan applications
- Maintained an extensive knowledge of current market trends and industry changes to provide accurate advice to clients
- Knowledge to work with ITIN numbers
Sales Associate
Kolhs
10.2016 - 08.2018
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise
- Built relationships with customers to encourage repeat business
- Helped customers locate products and checked store system for merchandise at other sites
- Answered customer questions about sizing, accessories, and merchandise care
- Provided positive first impressions to welcome existing, new, and potential customers.
Education
High School Diploma -
Bonneville High School
05.2017
Skills
- Customer Service
- Credit Union Knowledge
- Problem Resolution
- Computer Skills
- Spanish Fluency
- Translation and Interpretation Services
- Sales Transactions
- Active listing and Learning
Timeline
Member Service Representative
Wasatch Peaks Credit Union
01.2023 - Current
Loan Officer
Horizon Credit Union
08.2018 - 12.2023
Sales Associate
Kolhs
10.2016 - 08.2018
High School Diploma -
Bonneville High School
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