Casey Fuller
Mount Vernon,WA
Summary
Motivated professional well-versed in building productive relationships, resolving complex issues and winning customer loyalty. Brings over 20-year background maintaining customer satisfaction and contributing to company success.
Overview
25
25
years of professional experience
Work History
VP/Customer Service Manager
Heritage Bank
12.2022 - Current
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Onboarded new employees with training and new hire documentation.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Resolved issues and recommended actions based on production and compliance reports.
- Develop personal growth opportunities
- Trained and guided team members to maintain high productivity and performance metrics
- Traveled to over 3 locations per week to manage each Center and perform reviews of individual managers and employees.
- Managed and motivated employees to be productive and engaged in work.
Mortgage Loan Officer
Peoples Bank
07.2021 - 12.2022
- Worked with underwriters to fix application problems and resolve issues.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Construction Lending
- Knowledge of Fannie Mea, Freddie Mac and other investors
- Sales
- Community involvement
- Business development
Director Of Operations
Northwest Plus Credit Union
06.2020 - 07.2021
- Oversee 6 branches
- Oversee 1 call center
- Coach, train and lead 20 employees
- Develop write and implement procedures
- Oversee daily business activities
- Prepare monthly reports of board of directors
- work close to senior management to meet company objective
- offer opportunities for employment development
- write and conduct employee reviews
- Internal audits/resolve internal audit issus
- Achieved team goals through formalized training plans, coaching, and performance management.
- Recruiting, hiring and training of team members.
- Traveled to over 6 locations per week to manage each branch and perform reviews of individual managers and employees.
Regional Manager
Northwest Plus Credit Union
01.2009 - 06.2020
- Established and maintained operational standards for 2 locations.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
- Business development
- Monitored and analyzed performance data, identifying areas of improvement and developing corrective action plans.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for organization.
- Community involvement
- Consumer underwriting and lending
- Drive growth in deposits and loans
- Sales
- Traveled to over 2 locations per week to manage each branch and perform reviews of individual managers and employees.
Consumer Loan Officer
Montana First Credit Union
01.2007 - 01.2009
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Maintained strict confidentiality of bank records and client information.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Reviewed pay statements and tax returns
- Examined customer loan applications for loan approvals and denials.
- Identified opportunities to cross-sell and upsell loan products to customers.
Universal Banker
US Bank
01.1999 - 01.2022
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Education
High School Diploma -
Everett High School
Everett, WA06.1997
Skills
- Risk Management
- Regulatory Compliance
- Marketing Strategy
- Customer Relationship Management
- Operations Management
- Business Development
- Work close to Human resources
- Community involvement
Timeline
VP/Customer Service Manager
Heritage Bank
12.2022 - Current
Mortgage Loan Officer
Peoples Bank
07.2021 - 12.2022
Director Of Operations
Northwest Plus Credit Union
06.2020 - 07.2021
Regional Manager
Northwest Plus Credit Union
01.2009 - 06.2020
Consumer Loan Officer
Montana First Credit Union
01.2007 - 01.2009
Universal Banker
US Bank
01.1999 - 01.2022
High School Diploma -
Everett High School
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