Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.
Overview
12
12
years of professional experience
Work History
Universal Service Representative Level 8
America First Credit Union
05.2023 - Current
Assesses member’s financial needs and resolve member’s problems and concerns related to consumer loan products and services, and account issues
Demonstrate professional sales and negotiation skills
Make recommendations for loans, deposits, and other products and services
Sell life and disability insurance for member loans and GAP insurance, mechanical repair coverage for member’s vehicle loans
Conducts personal and telephone interviews discussing loan alternatives, credit criteria, interest rates, and loan documentation
Determines value of collateral
Verifies car insurance coverage
Processes and secures liens on collateralized loans and promptly follow –up on pending titles
Order credit reports, title searches and loan closing
Ensure that loan requests are properly prepared and documented and that approved loans are promptly disbursed
Opening of new accounts and closing of member accounts and resolves any concerns with loans and membership
Assist with business accounts, IRA accounts, court ordered accounts, and HSA account applications
Work on scheduling for the week
Maintain teller responsibilities.
Teller Level 5 Certified
08.2021 - 05.2023
Responsible for providing a variety of functions, which include processing deposits, withdrawals, loan payments, cashier’s checks, money orders and cash advances
Responsible for balancing cash drawer each night
Serve members promptly and professionally identifying member’s needs and educate them about other America First Credit Union products and services
Perform a broad variety of member services functions such as opening additional saving and closing accounts, renewing certificates, and assisting members with bookkeeping and account maintenance
Resolve more complex member transactions independently
Responsible for helping members via phone, mail, email, and Cross sell digital services to members and serves as a digital service expert in the branch
Assists other Service Representatives with duties
Responsible for implementing own individual 90-day sales action plan to help meet individual and branch goals
Responsible to adhere to Branch Safety, Security, and Teller Audit procedures.
Delivery Associate With Amazon
DDI
06.2020 - 07.2021
Handle and deliver packages in a safe and punctual manner
Organize packages for optimal delivery
Follow driving laws and road regulations
Ensure that the vehicle is clean and neat for the next employees.
Medical Technician
Summit Senior Living
02.2020 - 06.2020
Distribute the proper medications to residents
Reorder and Maintain resident’s medication
Notify resident’s family members of accidents
Handle resident charting/data entry
Assist Caregivers with cares with their duties.
Certified Nursing Assistant/ Therapy Aide
Saint Joseph Villa
03.2018 - 02.2020
Assist with grooming, toileting, feeding, bathing, and transfers
Assist Therapist with treatment
Get therapist’s schedules ready for the day
File Documents for the therapist
Handle resident charting and data entry.
Certified Nursing Assistant/ Patient Transporter
Draper Rehabilitation and Care Center
06.2016 - 03.2018
Assist with grooming, toileting, feeding, bathing, and with transfers
Schedule patient appointments
Handle resident charting and data entry
Transport patients to and from appointments
Preform proper post mortem care.
Healthcare Custodian/Lead
University Neuropsychiatric Institute
05.2012 - 06.2016
Responsible for all Facility Environmental Services and Operations
Assist EVS Manager with various administrative duties and serve as liaison with other University EVS Departments
Inventory Control
Comply with Infection Control Policies and Procedures
Properly clean and disinfect patient rooms and common areas.
Skills
Customer Service Successfully work in diverse work setting
Assessment Skills
NMLS Certified
Solid Math and Bookkeeping Skills
Well Organized
Professional appearance, dress, and attitude
BLS Certified
Intermediate Computer Skills
Excellent computer skills in Word, Excel and online systems
State Notary
Excellent Communications and Public Relations Skills
Able to operate calculator, word processor, and related computer applications