Caleb Aleman
Newhall,CA
Summary
As a personable and dedicated team member, the goal is to successfully respond accurately and promptly to all member inquiries. Committed to obtaining and evaluating all relevant information in order to resolve issues in the member's best interest, with the utmost focus on delivering excellent service.
Overview
10
10
years of professional experience
Work History
Sr. Member Service Officer II
First Entertainment Credit Union
Valencia, CA
10.2022 - Current
- Recommend potential products or services to interested members.
- Engage in conversation with members to understand needs, resolve issues and answer product questions.
- Process loan applications and ensure accuracy of documentation.
- Evaluate customer accounts to identify opportunities for additional sales or services.
- Track daily transactions for accuracy and completeness in accordance with established standard operating procedures.
Member Service Representative II/ Loan Officer
CBC Federal Credit Union
Camarillo, CA
01.2019 - 09.2022
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Communicated information to members about product quality, value and style.
- Processed deposits, withdrawals, loan payments, cash advances, money orders, corporate and cashier's checks.
- Complied with Bank Secrecy Act including Customer Identification Program and required reporting.
- Evaluated customer account information to assess issues to determine potential solutions.
- Assisted members with vehicle and personal loan inquiries – as well as credit card applications; whilst assuring all proper documentation is properly documented and collected.
Manager on Duty/Vitamins/Supplements Manager
Lassen's Natural Foods & Vitamins
Oxnard, CA
01.2014 - 01.2021
- Oversaw cash handling/store tender operations, and transactions accurately.
- Managed store accounting, bank deposits, and miscellaneous office duties.
- Ensured safety and sanitary procedures were being followed by staff members at all times.
- Educated customers, and staff members in regards to natural supplementation while maintaining an exceptional level of customer service.
Education
Business Administration And Management
College of The Canyons
Valencia, CA03.2023
High School Diploma -
William J. Knight High School
01.2010
Skills
- Upselling Products and Services
- Member Data Confidentiality
- Translation and Interpretation Services
- Data Entry and Maintenance
- Courteous with Strong Service Mindset
- Relationship Building
- Remote Office Availability
- Fluent in Spanish
Timeline
Sr. Member Service Officer II
First Entertainment Credit Union
10.2022 - Current
Member Service Representative II/ Loan Officer
CBC Federal Credit Union
01.2019 - 09.2022
Manager on Duty/Vitamins/Supplements Manager
Lassen's Natural Foods & Vitamins
01.2014 - 01.2021
Business Administration And Management
College of The Canyons
High School Diploma -
William J. Knight High School
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