Summary
Overview
Work History
Education
Skills
Accomplishments
Volunteer Experience
References
Certification
Languages
Timeline
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Colleen Umnus

La Crosse,WI

Summary

Over three years of lending experience and a decade in banking. Over 20 years of working directly with customers to service their individual needs. Precise, effective, and succinct written and oral communication skills. Process orientated with attention to detail. Notary. NMLS licensed.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Universal Banker

Coulee Bank
12.2023 - Current
  • Opened checking, savings, money market and certificates of deposit accounts
  • Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
  • Ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Support customers with expert advice to manage credit, budget, and restructure debt, curate personalized financial advice based on individual customer circumstances
  • Market to potential customers with product giveaways and customized packets
  • Develop and present seminars on financial wellness and scam awareness.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Cash checks, accept deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.

Lending Center Representative II

Altra Federal Credit Union
01.2016 - 01.2022
  • Serviced members with 1st and 2nd lien mortgages, including HELOCS, credit cards, vehicle and personal loans
  • Recommended loan approvals, denials, or made counter offers
  • Opened new certificates, IRAs, HSAs, savings and checking accounts
  • Communicated with clients and customers to gather, provide and share updated information on products and services.
  • Trained and developed new hires in lending, wires, and account opening
  • Worked independently and collaborated with team to meet goals
  • Answered inbound and made outbound calls, both in office and work from home setting.
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.
  • Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
  • Enhanced company reputation by providing exceptional customer service and support.
  • Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
  • Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
  • Contributed to team sales goals by upselling products and services to customers.

Education

Bachelor of Arts - English: Rhetoric and Writing Emphasis

UW-La Crosse

Skills

  • Strong Understanding of Lending Principles
  • Loan Approvals
  • Loan Origination
  • Proficient in Xperience, DNA, WireExchange, Evolve, LPQ/Meridian Link, and Banno
  • Can quickly learn any software needed for job performance
  • Awarded Sales Experience
  • Contagious positive attitude, love to work with others but self-motivated to work independently
  • Giving Presentations
  • Building Customized Solutions
  • Cross-Selling and Partner Referrals
  • Financial Advising

Accomplishments

    Altra's 2018 Circle of Excellence award

Volunteer Experience

  • Coulee Region Humane Society
  • 7 Rivers LGBTQ Connection, La Crosse
  • Kane Street Community Garden, La Crosse
  • Junior Achievement, Holmen, La Crosse, and Onalaska
  • The Trevor Project, online

References

  • Tom Ross, 715-520-0798, Manager, Kenai Princess Lodge
  • Pam Ewing, 920-664-3377, Branch Manager, Wells Fargo
  • Rebecca Oxley, 608-498-9380, Financial Specialist II, University of Wisconsin, La Crosse

Certification

Licensed Wisconsin Bartender

Languages

English
Native or Bilingual
Spanish
Professional Working

Timeline

Universal Banker

Coulee Bank
12.2023 - Current

Lending Center Representative II

Altra Federal Credit Union
01.2016 - 01.2022

Bachelor of Arts - English: Rhetoric and Writing Emphasis

UW-La Crosse

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Colleen Umnus