Daisy Castaneda
Medford,OR
Summary
Detail-oriented and customer-focused professional with over 3 years of experience in credit union operations, specializing in call center and auto loan processing. Proven track record of delivering exceptional member service, efficiently handling high call volumes, and processing auto loans with accuracy and compliance. Skilled in utilizing banking software and loan origination systems to streamline workflows and enhance operational efficiency. Recognized for strong communication skills, problem-solving abilities, and a commitment to fostering positive member relationships. Seeking to leverage expertise in a dynamic role to contribute to organizational success and member satisfaction.
Overview
6
6
years of professional experience
Work History
Indirect Funding Specialist
Rogue Credit Union
08.2024 - Current
- Reviewed and verified auto loan documents for accuracy and compliance.
- Maintain communication with Underwriters and dealers to resolve funding issues and clarify discrepancies.
- Maintain detailed records of loan status, funding dates, and related documentation.
- Strengthened relationships with dealer partners through consistent communication regarding application updates and funding status.
- Maintained a high level of industry knowledge by staying informed about changes in regulations, guidelines, and best practices within the indirect lending space.
Member Contact Service Specialist II
Rogue Credit Union
04.2022 - 08.2024
- Handled member inquiries and suggestions courteously and professionally.
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
- Cross-trained and provided backup support for organizational leadership.
- Developed rapport with customers through empathetic listening skills, creating positive experiences even during difficult conversations.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Learned and adapted quickly to new technology and software applications.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Exercised leadership capabilities by successfully motivating and empowering others.
- Maintained comprehensive knowledge of company products and services, ensuring accurate information was relayed to customers at all times.
Retail Merchandise Associate
TJ MAXX-Medford,OR
07.2020 - 04.2022
- Greet arriving guests, displaying friendly demeanor and offering assistance, directing to appropriate departments and answering basic questions regarding product availability.
- Assisted with training new cashiers and customer service team members to increase speed of onboarding.
- Answered customer questions, provided store information, and directed customers to designated store areas.
- Helped purchases, locating items and signing up for rewards programs.
- •Balanced overall budget, measuring daily cash access needs against money safe contents and communicating with managers to replenish supply of cash on hand when necessary.
Education
High School Diploma -
MEDFORD ONLINE ACADEMY
06.2022
Skills
- Time management and multitasking
- Communiation
- Critical thinking
- Attention to detail and accuracy
- Compliance and regulatory knowledge
- Decision-Making
Timeline
Indirect Funding Specialist
Rogue Credit Union
08.2024 - Current
Member Contact Service Specialist II
Rogue Credit Union
04.2022 - 08.2024
Retail Merchandise Associate
TJ MAXX-Medford,OR
07.2020 - 04.2022
High School Diploma -
MEDFORD ONLINE ACADEMY