Summary
Overview
Work History
Education
Skills
PREVIOUS EXPERIENCE
PERSONAL INFORMATION
Timeline
Generic

Carissa Long

Murphy,NC

Summary

Professional with focus on lending, equipped to deliver impactful results. Skilled in loan origination, credit analysis, and regulatory compliance. Strong collaborator with commitment to team success and adapting to changing needs. Known for reliability, effective communication, and member-centric approach.

Overview

7
7
years of professional experience

Work History

Associate Mortgage Loan Specialist

SECU
02.2025 - Current
  • Provided exceptional member service throughout the entire loan process, addressing inquiries promptly and professionally.
  • Continuously updated knowledge of regulatory guidelines to ensure company-wide adherence to industry standards.
  • Implemented risk mitigation measures by diligently reviewing borrower documentation and verifying information accuracy.
  • Managed a pipeline of mortgage applications, prioritizing tasks based on urgency and importance.
  • Assisted members in selecting correct loan product and terms to meet needs and financial goals.
  • Explained different types of loans pertaining to member situations.
  • Followed up with members on missing loan documents, providing guidance on best way to complete application process.

Sr. Financial Services Representative

SECU
06.2018 - Current
  • Handled inbound/outbound calls from membership, directed calls to appropriate sources, established new accounts, assisted with unlocking/resetting member access accounts, performed wire transfers, handled account errors/transaction disputes, granted advances on existing credit cards and loans, scanned documents into OnBase/Image system, raised ATM limits, and educated members on various SECU accounts.
  • Audit/Team Lead experience
  • Leave of absence between July 2023 to February 2024

Education

Associate in Arts Degree -

Tri County Community College
Murphy, NC

Skills

  • Knowledgeable
  • Excellent Customer Service
  • Member Engagement
  • Problem Solving
  • Detail Oriented
  • Educating Members
  • Loan servicing
  • Document review
  • Credit analysis
  • Loan origination
  • Goal oriented

PREVIOUS EXPERIENCE

  • Previous experience in personal lending
  • Completed LCE in 2019

PERSONAL INFORMATION

Title: MSS Sr. Financial Services Representative

Timeline

Associate Mortgage Loan Specialist

SECU
02.2025 - Current

Sr. Financial Services Representative

SECU
06.2018 - Current

Associate in Arts Degree -

Tri County Community College

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