Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.
Overview
8
8
years of professional experience
Work History
Loan Officer
TFCU
Taunton, MA
11.2020 - 06.2024
Explained various types of loans available to customers and their associated terms and conditions.
Performed quality assurance reviews on all closed loans for compliance purposes.
Identified opportunities for cross-selling additional products and services.
Processed payments received from borrowers in accordance with established policies and procedures.
Reviewed credit histories, income statements, and other financial information of loan applicants.
Negotiated terms and conditions of loan contracts.
Developed and maintained relationships with potential customers to increase loan business.
Provided customer service support throughout the entire process from application through closing.
Senior Banking Officer
First Citizens Federal Credit Union
New Bedford, MA
02.2016 - 11.2020
Assisted customers in opening new accounts and completing required paperwork.
Explained account information to customers in detail as needed.
Handled large volumes of currency quickly and accurately with minimal errors.
Identified fraudulent activity or suspicious behavior immediately reported it to management.
Balanced cash drawers on a daily basis.
Cross-sold additional bank products when applicable to meet customer needs.
Education
High School Diploma -
UMASS DARTMOUTH
North Dartmouth, MA
Skills
Customer service-focused
Client Relations
Team Player
Financial Assessment
Excellent communicator
Friendly
Attention to Detail
Affiliations
I enjoy various activities from hiking outdoors, to card and board games.
Also fun fact I was the Easter Bunny at Buttonwood Park in New Bedford and even Santa at a gathering once.