Chelsey Cox
Ogden,UT
Summary
Motivated professional experienced in customer service and team collaboration. Delivered positive customer experiences through strong interpersonal skills and effective multitasking. Committed to supporting organizational goals with a proactive approach and adaptability.
Overview
1
1
year of post-secondary education
20
20
years of professional experience
Work History
Indirect Underwriter
America First C.U.
10.2017 - Current
- Gained thorough understanding of lending program, policies, and procedures to ensure compliance and effective underwriting.
- Assisted members and prospective members by reviewing credit worthiness and analyzing financial data to make informed risk-based decisions.
- Developed partnerships with dealerships to strengthen collaboration and improve loan processing efficiency.
Assistant Manager
America First C.U.
12.2015 - 10.2017
- Counseled members on financial needs, including lending, to enhance member service experience.
- Hired and trained new employees, cross-trained staff to increase promotability.
- Conduct regular one-on-ones to inform and train. Discuss areas needing improvement and changes in procedure.
- Conducted regular one-on-ones to train staff, address improvement areas, and communicate procedural changes.
- Assist and counsel members with financial needs, including lending to provide prompt member service.
Certified Lead Teller
America First C.U.
04.2013 - 12.2015
- Trained employees in all job phases, enhancing readiness for promotion.
- Balanced vault, ordered cash, and disbursed to tellers, maintaining operational efficiency.
- Ensure all audits are conducted properly and accurately to ensure compliance with regulations.
- Assisted members with financial needs, including lending, to ensure timely service.
- Balanced vault and replenished cash supplies to maintain adequate levels for operations. Requested cash supplies from the vault to ensure teller operations were adequately funded. and disburse cash to tellers.
Consumer Loan Originator
America First C.U.
05.2012 - 05.2013
- Delivered prompt, professional service by efficiently processing loan applications and new accounts for members and prospective members.
- Established and built member relationships by selling core deposit accounts, loan products, and other services.
- Recognize members' needs and help find solutions to benefit both the member and the credit union.
Teller
America First Credit Union
Ogden, Utah
09.2006 - 05.2012
- Processed member transactions accurately and efficiently at America First Credit Union.
- Assisted members with account inquiries and resolved issues promptly.
- Maintained cash drawer integrity and balanced daily transactions effectively.
- Educated members on credit union services and products to enhance satisfaction.
Education
General Studies
Dixie State University
St. George, UT 08.2006 - 05.2007
High School Diploma -
Fremont High School
Plain City, UT06-2006
Skills
- Financial analysis
- Risk assessment
- Staff development
- Credit evaluation
- Problem solving
- Relationship building
- Reliability
Timeline
Indirect Underwriter
America First C.U.
10.2017 - Current
Assistant Manager
America First C.U.
12.2015 - 10.2017
Certified Lead Teller
America First C.U.
04.2013 - 12.2015
Consumer Loan Originator
America First C.U.
05.2012 - 05.2013
Teller
America First Credit Union
09.2006 - 05.2012
General Studies
Dixie State University
08.2006 - 05.2007
High School Diploma -
Fremont High School