Courtney Patterson
Bremerton,WA
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
8
8
years of professional experience
Work History
Member Representative II
Navy Federal Credit Union
Silverdale, WA
05.2024 - Current
- Enhanced customer satisfaction by providing exceptional service and addressing member concerns promptly.
- Assisted customers in selecting appropriate loan products based on their financial needs and goals.
- Maintained compliance with federal regulations, ensuring proper documentation and adherence to guidelines throughout the loan process.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Member Specialist
Kitsap Credit Union
Port Orchard, WA
04.2022 - 05.2024
- Improved customer satisfaction by addressing and resolving inquiries promptly and professionally.
- Achieved high level of member retention through exceptional interpersonal skills and relationship-building efforts.
- Contributed to increase in sales by promoting membership benefits and highlighting additional products or services.
- Maintained accurate records of member information, ensuring data privacy and security at all times.
- Assisted clients in selecting appropriate loan products for their needs, such as personal, vehicle, home and home equity loans.
- Increased customer satisfaction levels through prompt, accurate, and friendly service for the loan process.
Customer Service Representative I
Homestreet Bank
01.2022 - 04.2022
- Process standard teller transactions for customers including servicing client accounts, accepting loan payments, cashing checks, withdrawals, money transfers, selling cashier's checks, balancing cash drawers, handling night deposits, and correcting discrepancies.
- Adhered to strict safe deposit box operations and guidelines.
- Quickly established credibility with clients and remembered names of regular customers, creating friendly and welcoming environment.
- Educated customers on use of banking website and mobile apps.
- Removed mutilated currency from circulation.
Insurance Producer
West Hills Auto Plex
01.2018 - 09.2020
- Meeting with customers after purchasing their new vehicle
- Adhered to all regulations for insurance sales.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Set up policies and completed all documentation.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Responded to customer calls swiftly to resolve issues and answer questions.
Insurance Producer
Marcy Johnson Allstate Agency
01.2017 - 01.2018
- Identifying sale opportunities for auto, home, and life insurance plans
- Answering phones and helping clients with their insurance plans
- Filing claims for customers
- Making cold calls to local business’ to uncover insurance needs
- Calculating quotes based on customers current and long term goals
Education
No Degree - NMLS
Kitsap Credit Union
Bremerton06.2023
No Degree - Notary Public
Online Notary Class
Port Orchard04.2023
Auto And Property Insurance License - Insurance
State of Washington Pre-License Education
Online12.2017
Health, Disability And Life Insurance License - Insurance License
State of Washington Pre-License Education
Online06.2016
Diploma - Medical Administrative Assistant
Everest College
Bremerton, WA2014
Skills
- Binder Coverage
- Policyholder Communication
- Insurance Policy Sales
- Critical Thinking
- Time Management
- Client Prospecting
- Financial Needs Assessment
- Records Maintenance
Timeline
Member Representative II
Navy Federal Credit Union
05.2024 - Current
Member Specialist
Kitsap Credit Union
04.2022 - 05.2024
Customer Service Representative I
Homestreet Bank
01.2022 - 04.2022
Insurance Producer
West Hills Auto Plex
01.2018 - 09.2020
Insurance Producer
Marcy Johnson Allstate Agency
01.2017 - 01.2018
No Degree - NMLS
Kitsap Credit Union
No Degree - Notary Public
Online Notary Class
Auto And Property Insurance License - Insurance
State of Washington Pre-License Education
Health, Disability And Life Insurance License - Insurance License
State of Washington Pre-License Education
Diploma - Medical Administrative Assistant
Everest College
Additional Information
- Awards , Quarter 1 and 2, 2017 Sales Performance Bankers Life and Casualty
- 2008 and 2009 Verizon Wireless Circle of Champion Winner’s
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