Colleen Lipinski
Canton,MI
Summary
Member Experience Specialist II with experience delivering personalized, high-quality service within a financial services environment. Skilled in conducting in-depth financial interviews, recommending tailored deposit, lending, and digital banking solutions, and maintaining strict compliance with policies and confidentiality standards. Known for creating exceptional member experiences, building strong relationships, and contributing to business growth through consultative engagement.
Overview
18
18
years of professional experience
Work History
Member Experience Specialist II – Care Center
Community Financial Credit Union
Plymouth, MI
05.2022 - Current
- Enhanced member relationships by conducting thorough financial interviews and identifying opportunities.
- Safeguarded member confidentiality by verifying identities and processing complex transactions accurately.
- Demonstrated expertise in fiduciary products, supporting members with tailored financial solutions.
- Resolved member issues efficiently, fostering loyalty through proactive communication and support.
- Recommended customized products based on identified financial needs through consultative discussions.
- Educated members on digital banking tools, promoting engagement and convenience effectively.
Loan Closer
Community Financial
Plymouth, MI
01.2008 - 05.2022
- Reviewed loan documents for accuracy and compliance with regulatory requirements.
- Managed scheduling of closing appointments to optimize workflow and client satisfaction.
- Conducted final audits of loan files to ensure completeness before funding approval.
Education
Some College (No Degree) - Business Administration
Washtenaw Community College
Ann Arbor, MISkills
Member Relationship Management
Financial Needs Analysis & Consultative Selling
Account Orgination & Maintenance
Deposit & Lending Products (Checking, Savings, CD's, IRAs)
Digital Banking Products & Services
Confidentiality, Compliance & Risk Awareness
Transaction Processing & Accuracy
Identity Verification & Fraud Prevention
Customer Issue Resolution & Escalation Management
Timeline
Member Experience Specialist II – Care Center
Community Financial Credit Union
05.2022 - Current
Loan Closer
Community Financial
01.2008 - 05.2022
Some College (No Degree) - Business Administration
Washtenaw Community College