Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
Generic

Bobbie Jo Cooper

Castle Rock

Summary

Detail-oriented loan documentation specialist possessing comprehensive expertise in regulatory compliance and exceptional document accuracy

Overview

24
24
years of professional experience

Work History

Commercial Loan Documentation Specialist

Fibre Federal Credit Union
Longview
02.2022 - Current
  • Prepared loan documentation according to credit union policies and regulatory guidelines.
  • Reviewed borrower information for accuracy and completeness in loan applications.
  • Coordinated with loan officers to resolve discrepancies in documentation.
  • Reviewed loan documents for accuracy and completeness.
  • Monitored compliance with federal regulations related to loan processing activities.
  • Reviewed final documents for accuracy after completion of each transaction.
  • Communicated with customers regarding their accounts and payment plans as needed.
  • Managed document processes through scanning, filing and transmitting while following all standard procedures.

Operations Administration Advisor II

Fibre Federal Credit Union
Longview
08.2017 - 02.2022
  • Monitored quality control for every personal and business account opened at the credit union.
  • Worked reports, maintained ticket queues to communicate with staff and management
  • Maintained several Excel spreadsheets with audit findings
  • Provide support and guidance to staff

Consumer Loan Processor

Fibre Federal Credit Union
Longview
07.2016 - 08.2017
  • Processed consumer loan applications efficiently and accurately.
  • Reviewed financial documents for compliance with credit union policies.
  • Communicated with members to gather required loan information promptly.
  • Assisted in developing training materials for new staff members joining the team.
  • Provided excellent customer service while resolving any issues that arose during the course of processing a loan.

Branch Support/ Member Service Specialist

Fibre Federal Credit Union
Longview
10.2015 - 07.2016
  • Assisted members in personal and over the phone with account inquiries and financial transactions.
  • Trained new staff on customer service practices and policies.
  • Conducted regular follow-ups to ensure member satisfaction and retention.
  • Educated members on credit union products and services.
  • Resolved member issues through effective communication and problem-solving.

Teller/Cash Handler

Fibre Federal Credit Union
Longview
10.2010 - 10.2015
  • Processed member transactions efficiently and accurately.

  • Assisted members with account inquiries and service requests promptly.
  • Maintained cash drawers and ensured accurate cash handling procedures.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Verified customers' identification to ensure compliance with laws and regulations.

Collection Specialist

Fibre Federal Credit Union
Longview
02.2007 - 10.2010
  • Reviewed and updated member records for accuracy and compliance with regulations.
  • Managed collection accounts to ensure timely payments and minimize delinquencies.
  • Communicated with members to resolve payment issues and negotiate repayment plans.
  • Maintained documentation of all interactions in the collections management system.
  • Assisted customers with financial hardship by offering alternative payment plans or other solutions that would benefit both parties.
  • Coordinated with legal teams on escalated accounts for further action if necessary.

Branch Support/Member Service Specialist

Fibre Federal Credit Union
Longview
03.2001 - 12.2006

Education

High School Diploma -

Rainier High School
Rainier, Oregon
09-1997

Skills

  • Loan documentation and processing
  • Regulatory compliance
  • Document accuracy
  • Customer communication
  • Quality control

Affiliations

  • I enjoy spending time with my family, hiking and reading a good book.

References

References available upon request.

Timeline

Commercial Loan Documentation Specialist

Fibre Federal Credit Union
02.2022 - Current

Operations Administration Advisor II

Fibre Federal Credit Union
08.2017 - 02.2022

Consumer Loan Processor

Fibre Federal Credit Union
07.2016 - 08.2017

Branch Support/ Member Service Specialist

Fibre Federal Credit Union
10.2015 - 07.2016

Teller/Cash Handler

Fibre Federal Credit Union
10.2010 - 10.2015

Collection Specialist

Fibre Federal Credit Union
02.2007 - 10.2010

Branch Support/Member Service Specialist

Fibre Federal Credit Union
03.2001 - 12.2006

High School Diploma -

Rainier High School

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