- Provided excellent member service, including addressing financial needs, opening new memberships, and handling escalated issues related to online/mobile banking.
- Offered consultative services for credit union products, processed various loan requests, referred loans to underwriters, ensured timely approvals, and resolved concerns related to loans and accounts.
- Verified and collected applicant information, including financial details, to ensure accuracy and completeness of loan applications.
- Communicated with customers to assist in selecting affordable loan options, while also managing application deadlines and handling phone applications and inquiries.
- Handled incoming calls and assisted members with various Credit Union services, including verification of deposit, address changes, return mail processing, ACH payments, and payroll deduction for LA city employees.
- Additionally, aided members with setting up automatic payments, applied payments over the phone, and provided assistance with disputes.
- Attended events and executed the finance director's strategy, providing regular updates to the team on objectives and processes.
- Assisted the operations team, supervised the team when management was unavailable, and contributed to lead development and closure through new membership processes.
- Managed incoming calls and assisted members with their in-person needs, including establishing new accounts and processing loan applications.
- Communicated with members about their loans, set up Certificate of Deposit accounts, collected documents for pending loans, and conducted credit checks before submitting applications.
- Conducted security duties at a Los Angeles County facility, which included monitoring CCTV cameras, inspecting buildings and access points, and ensuring the premises were locked and secured at the end of each shift.
- Successfully reduced theft incidents through vigilant surveillance and security measures.
- As a sales consultant, my primary focus was on serving and satisfying customers by meeting their needs and wants without pressure, ensuring their happiness with the service.
- Additionally, I took on the role of educating clients about the vehicles, recognizing that customers often trust their sales consultant to provide comprehensive information about the new or used cars they are interested in.
- Led and managed a team of 5 Soldiers for 36 months, overseeing their training and qualifications, providing communication on upcoming events, and maintaining HR paperwork, while also coaching them in leadership skills and conducting inspections.
- Additionally, served as the Charge of Quarters for a female barracks, managing security and tracking shifts, and received training in security measures including weapons training, observe and report procedures, and site exploitation, which was passed on to the team for investigating cleared rooms or targets.