Cheyenne Box

• Evaluated loan applications to assess creditworthiness and financial stability.
• Provided exceptional customer service by addressing inquiries related to loan products.
• Assisted members in completing loan documentation, ensuring compliance with regulations.
• Collaborated with team members to streamline application processing and improve efficiency.

• Evaluated loan applications to determine creditworthiness and eligibility for various loan products.
• Guided clients through loan process, ensuring compliance with federal regulations and internal policies.
• Collaborated with underwriting team to expedite approval processes and enhance customer satisfaction.
• Developed personalized loan solutions based on individual client needs and financial situations.

Auditing loans to ensure that all supporting documentation has been provided.

Tracking titles for collateral loans, perfecting, and releasing liens as needed.

Insurance tracking, working closely with State National to monitor insurance for our members.

Running daily reports for paid-off loans, weekly reports for delinquent loans, and monthly reports for adverse actions.

• Provided exceptional member support through effective communication and problem resolution.
• Processed account transactions accurately while ensuring compliance with credit union policies.
• Educated members on financial products, enhancing their understanding of services available.