Summary
Overview
Work History
Education
Skills
Timeline
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Danielle Townsend

Sutherlin,OR

Summary

Result-driven Financial Service Representative with strong background in customer service and administrative work. Excellent communication skills. Organized and dependable candidate. Successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

12
12
years of professional experience

Work History

Financial Services Representative/Loan Officer

First Community Credit Union
11.2021 - Current
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Examined customer loan applications for loan approvals and denials.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.

Real Estate Assistant/Administrative Assistant

Keller Williams (TJ Team)
01.2016 - 11.2021
  • Maintained efficient office operations by handling errands and administrative functions.
  • Coordinated appointments to show marketed properties.
  • Managed daily data entry and kept clerical information accurate and up-to-date.
  • Maintained confidentiality in handling sensitive information while performing administrative tasks.
  • Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
  • Expedited document processing with accurate data entry and timely filing.
  • Improved office organization through the implementation of efficient filing systems, database management, and document preparation.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.

Receptionist

Prudential Real Estate Professionals
04.2013 - 12.2015
  • Answered phone promptly and directed incoming calls to correct offices.
  • Resolved customer problems and complaints.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Answered central telephone system and directed calls accordingly.
  • Corresponded with clients through email, telephone, or postal mail.
  • Managed multiple tasks and met time-sensitive deadlines.

Education

2009-2011 - Health Administration

Brigham Young University
Provo, UT
06.2011

High School Diploma -

Camas Valley High School
Camas Valley, OR
06.2009

Skills

  • Customer Relationship Management
  • Fast Learner
  • Team Player
  • Financial Services
  • Account Maintenance
  • Loan Applications
  • Relationship Management
  • Records Management
  • MS Office
  • Account documentation

Timeline

Financial Services Representative/Loan Officer

First Community Credit Union
11.2021 - Current

Real Estate Assistant/Administrative Assistant

Keller Williams (TJ Team)
01.2016 - 11.2021

Receptionist

Prudential Real Estate Professionals
04.2013 - 12.2015

2009-2011 - Health Administration

Brigham Young University

High School Diploma -

Camas Valley High School

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Danielle Townsend