Christian Mershon
Kokomo,IN
Summary
Proven Loan Clerk and Member Service Representative at Solidarity Community FCU, adept in banking knowledge and exceptional customer service. Enhanced title processing accuracy and member satisfaction through meticulous document verification and relationship-building. Skilled in Microsoft Office and problem-solving, contributing to team goals and maintaining high service standards.
Overview
8
8
years of professional experience
Work History
Loan Clerk
Solidarity Community FCU
04.2023 - Current
- Tracked pay-off reports for auto loans and personal loans on a daily basis to ensure accurate title processing.
- Processed pay-offs from dealerships and customers and released Solidarity's lien from titles before sending them.
- Maintained an organized system for managing loan applications and supporting documents.
- Maintained confidentiality of sensitive client information while adhering to strict privacy policies and procedures in place at the company.
- Reduced loan processors' errors in loan files by thoroughly checking all documents for accuracy and completeness.
- Assisted the loan receptionist with phone calls and appointments, and also covered breaks and lunches daily for this job.
- Strengthened relationships with clients by delivering excellent customer service.
- Contacted customers via mail to relay reasons for denial for a loan.
Member Service Representative
Solidarity Community FCU
07.2016 - 04.2023
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Opened new accounts for members. These accounts included savings, checking, IRA's, money markets, and certificate of deposits.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
- Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to members.
- Collaborated with team members to ensure seamless operations during peak hours or staff shortages.
- Supported the onboarding process for new members, explaining benefits and assisting with paperwork completion.
- Contributed to branch sales goals by effectively cross-selling credit union products and services.
- Participated in community outreach events as a representative of the credit union, promoting its mission and values within the local area.
- Delivered prompt service to prioritize customer needs.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Investigated and resolved customer inquiries and complaints quickly.
- Trained new personnel regarding company operations, policies and services.
Education
No Degree - General Studies
Indiana University Kokomo
Kokomo, INHigh School Diploma -
Brown County High School
Nashville, IN06.2011
Skills
- Banking knowledge
- Cash Handling
- Document Verification
- Financial transactions expertise
- Regulatory Compliance
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Multitasking
- Reliability
- Excellent Communication
- Organizational Skills
- Team Collaboration
- Data Entry
- Professional Demeanor
- Title Tracking
- Loan Modification
- Microsoft Office
- Document Review
- Loan Documentation
Timeline
Loan Clerk
Solidarity Community FCU
04.2023 - Current
Member Service Representative
Solidarity Community FCU
07.2016 - 04.2023
No Degree - General Studies
Indiana University Kokomo
High School Diploma -
Brown County High School
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