Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bree Grant

Caldwell,ID

Summary

Driven Indirect Funding Specialist with a proven track record at Capital Educators Federal Credit Union, enhancing loan volume through strategic dealership collaborations and effective negotiation of terms. Excelled in risk mitigation and policy development, demonstrating exceptional problem-solving and communication skills. Achieved significant improvements in lending operations through team collaboration and adaptability.

Overview

5
5
years of professional experience

Work History

Indirect Funding Specialist

Capital Educators Federal Credit Union
06.2022 - Current
  • Evaluated funding opportunities for alignment with organizational goals and priorities.
  • Collaborated with dealerships to build strong relationships and increase loan volume from key partners.
  • Negotiated competitive interest rates with dealer partners, securing favorable terms for both parties involved in the transaction.
  • Assisted in developing and implementing credit policies and procedures to mitigate risks in the lending process.
  • Coordinated with underwriting teams to ensure accurate risk assessments of potential borrowers were conducted consistently across all loans reviewed.
  • Participated in cross-functional teams, working collaboratively with various departments to optimize overall indirect lending operations.

Contact Center Specialist

Capital Educators Federal Credit Union
05.2019 - 06.2022
  • Enhanced customer satisfaction by addressing and resolving complex inquiries in a timely manner.
  • Collaborated with team members to share best practices, optimizing overall contact center performance.
  • Streamlined contact center operations for increased efficiency through process improvements and automation.
  • Participated in ongoing professional development opportunities to increase expertise in industry trends and technologies.

Education

B.E.S.T High School
Kirkland, WA

Skills

  • Problem-Solving
  • Attention to Detail
  • Excellent Communication
  • Team Collaboration
  • Active Listening
  • Effective Communication
  • Decision-Making
  • Adaptability and Flexibility

Timeline

Indirect Funding Specialist

Capital Educators Federal Credit Union
06.2022 - Current

Contact Center Specialist

Capital Educators Federal Credit Union
05.2019 - 06.2022

B.E.S.T High School

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Bree Grant