Summary
Overview
Work History
Education
Skills
Accomplishments
LANGUAGES
COURSES
Work Availability
Work Preference
Timeline
BRITTANY YAHOLA

BRITTANY YAHOLA

Muskogee

Summary

Dynamic professional with 18 years of diverse experience in customer service and financial services, adept at optimizing operations and enhancing client satisfaction. Skilled in sales training, loan origination processes, and effective communication, consistently delivering tailored solutions to meet client needs. Proven ability to streamline processes in high-pressure environments, ensuring compliance while maintaining efficiency. A proactive approach to problem-solving and a commitment to fostering positive relationships drive success in any office setting.

Highly capable finance professional with solid background in loan origination and client management. Adept at navigating complex financial regulations while maintaining keen focus on client needs and satisfaction. Known for strong collaborative skills and results-driven approach, adapting seamlessly to dynamic environments.

Overview

16
16
years of professional experience

Work History

Loan officer

Advance America, Owasso and Muskogee
06.2024 - Current
  • Conduct cold calls to boost client satisfaction and service visibility, enhancing engagement.
  • Guide clients through loan options, aligning solutions with their financial goals.
  • Collaborate with team to refine customer experience, driving measurable results.
  • Review financial documents for compliance, ensuring adherence to regulations.
  • Drive collections with strategic communication, improving cash flow efficiency.
  • Execute comprehensive risk assessments of loan applications, maintaining strict compliance with federal lending regulations.
  • Develop tailored financial solutions through consultative approach, helping clients achieve their financial objectives while minimizing risk exposure.

Remote Call Center Agent

Globe Life Inc, Muskogee
06.2023 - 06.2024
  • Handle inbound payment calls efficiently, achieving call targets, enhancing customer satisfaction.
  • Document customer interactions and maintain accurate records in the CRM system.
  • Resolving diverse inquiries while maintaining professional phone etiquette and high satisfaction rates.
  • Responding promptly to customer inquiries via phone, email, and chat.
  • Participate in training sessions to enhance product knowledge and customer service skills.

Front Desk Receptionist- seasonal

Jackson Hewitt, Muskogee
11.2023 - 11.2023
  • Managed front desk operations, greeted clients, and streamlined tax season appointment scheduling while maintaining organized client documentation systems.
  • Manage high volume calls with precision, ensuring efficient ID verification and customer satisfaction.
  • Facilitated smooth communication between tax professionals and clients, optimizing office workflow and reducing wait times during high-volume periods.

Credit Union Advisor

TTCU Federal Credit Union, Broken Arrow
02.2018 - 10.2023
  • Muskogee Processing transactions and balancing the cash drawer
  • Promoting products and services: Educate customers about credit union products and service.
  • Manage call queues Utilize Microsoft Office and QuickBooks for precise transaction management.
  • Created personalized financial strategies through consultative approach, addressing complex member needs and building longterm relationships.
  • Streamlined credit application processes by implementing digital solutions, reducing processing time while maintaining strict compliance standards.

Bank Teller

IBC Bank, Broken Arrow
01.2014 - 01.2018
  • Processed transactions accurately, enhancing customer satisfaction and retention.
  • Resolved customer issues promptly, improving overall service experience.
  • Managed significant cash volumes, ensuring financial accuracy.
  • Executed CTR audits and account setups, supporting compliance and growth.
  • Facilitated team collaboration, maintaining effective communication.

Customer Service/Order Clerk

JC Penney, Muskogee
01.2010 - 12.2014
  • Initiated returns or exchanges when necessary according to company policies and procedures.
  • Managed accounts receivable activities including issuing invoices and collecting payments from customers.
  • Verified customer and order information for correctness, checking against previously obtained information.

Education

High School Diploma -

Morris High School
05.2009

Skills

  • Sales development training
  • Customer Service
  • Loan processing expertise
  • Cold Calling Sales
  • Financial Planning
  • Financial services expertise
  • Call Centers
  • Microsoft Office
  • Auditing Skills
  • Billing Processes
  • Microsoft Excel
  • Microsoft Outlook

Accomplishments

  • Repeatedly commended by superiors for excellent customer service.
  • Developed prospects for new loans by conducting 150 weekly cold calls.
  • Resolved product issue through consumer testing.

LANGUAGES

English

COURSES

Accident and Health or Sickness Producer February 2025

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full TimePart Time

Work Location

On-SiteRemoteHybrid

Important To Me

Work-life balanceFlexible work hoursCompany CultureWork from home optionHealthcare benefitsCareer advancementPersonal development programs

Timeline

Loan officer - Advance America, Owasso and Muskogee
06.2024 - Current
Front Desk Receptionist- seasonal - Jackson Hewitt, Muskogee
11.2023 - 11.2023
Remote Call Center Agent - Globe Life Inc, Muskogee
06.2023 - 06.2024
Credit Union Advisor - TTCU Federal Credit Union, Broken Arrow
02.2018 - 10.2023
Bank Teller - IBC Bank, Broken Arrow
01.2014 - 01.2018
Customer Service/Order Clerk - JC Penney, Muskogee
01.2010 - 12.2014
Morris High School - High School Diploma,