Summary
Overview
Work History
Education
Skills
Timeline
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Cara rowe

Sheridan

Summary

Dynamic Loan Officer at PBA Federal Credit Union with a proven track record in relationship building and financial advising. Expert in database management, successfully guiding clients to informed loan decisions and enhancing customer satisfaction. Recognized for maintaining confidentiality and resolving issues promptly, ensuring a seamless lending experience.

Overview

17
17
years of professional experience

Work History

Loan Officer

PBA Federal Credit Union
09.2022 - Current
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Examined customer loan applications for loan approvals and denials.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.

Manager

Little Caesars Pizza
05.2018 - 12.2018
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.

Bartender

Fox and Hound Bar and Grille
11.2013 - 03.2015
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
  • Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.

Manager

McDonald's
01.2008 - 01.2010
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Utilized strong multitasking skills to manage multiple orders simultaneously without compromising quality or accuracy.
  • Maintained clean, trash-free workspaces to maximize productivity and safety.


Education

High School Diploma -

Riverview School District
Searcy, AR
05-2009

Skills

  • Database management
  • Relationship building and management
  • Documentation review
  • Financial advising

Timeline

Loan Officer

PBA Federal Credit Union
09.2022 - Current

Manager

Little Caesars Pizza
05.2018 - 12.2018

Bartender

Fox and Hound Bar and Grille
11.2013 - 03.2015

Manager

McDonald's
01.2008 - 01.2010

High School Diploma -

Riverview School District
Cara rowe