Brianna Sherman
Wallis,TX
Summary
Dynamic financial services professional with expertise in cash management and complaint resolution. Recognized for attention to detail and effective communication, contributing to improved member satisfaction and streamlined transaction processes.
Overview
9
9
years of professional experience
Work History
Financial Services Representative
Brazos Valley Schools Credit Union
Fulshear, TX
03.2023 - Current
- Processed member transactions efficiently, ensuring accuracy and adherence to credit union policies.
- Assisted members with account inquiries, providing exceptional customer service and timely resolutions.
- Educated members on financial products, enhancing their understanding of available services and benefits.
- Maintained accurate records of transactions and member interactions using internal software systems.
- Resolved member complaints by identifying issues and implementing effective solutions promptly.
Loan Processor
Secured Mortgage Processing, LLC
Meza, AZ
07.2021 - 04.2023
- Processed loan applications efficiently, ensuring compliance with regulatory standards and company policies.
- Reviewed financial documentation for accuracy, identifying discrepancies and resolving issues promptly.
- Collaborated with underwriters to facilitate timely loan approvals and streamline processes.
- Maintained detailed records of loan transactions using mortgage processing software to enhance tracking efficiency.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
Shipping and Receiving Clerk
Cavender's Boot City
Cypress, TX
03.2017 - 03.2019
- Managed inbound and outbound shipments, ensuring accuracy and adherence to company protocols.
- Inspected received merchandise for quality and compliance with specifications.
- Operated forklifts and pallet jacks for efficient material handling in warehouse environment.
- Streamlined inventory tracking processes using ERP systems to enhance accuracy and reduce discrepancies.
- Implemented organizational strategies for stock placement, optimizing storage space and accessibility of products.
- Received incoming shipments, compared contents against associated records and transmitted to proper department.
- Packaged goods in safe containers to prepare for shipping, adhering to packaging protocols.
- Reduced shipping errors through meticulous inspection of outgoing packages and double-checking labels.
Education
No Degree - Business Administration
Southern New Hampshire University
Hooksett, NH05-2028
High School Diploma -
Foster High School
Richmond, TX06-2013
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Account documentation
- Financial product sales
- Customer relationship building
- Loan applications
- Credit analysis
- Certificates of deposit
- Teller transactions
Timeline
Financial Services Representative
Brazos Valley Schools Credit Union
03.2023 - Current
Loan Processor
Secured Mortgage Processing, LLC
07.2021 - 04.2023
Shipping and Receiving Clerk
Cavender's Boot City
03.2017 - 03.2019
No Degree - Business Administration
Southern New Hampshire University
High School Diploma -
Foster High School