Debra Gordon
Anderson,SC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Seeking employment as a Mortgage Loan Officer, Loan Officer, or Financial Service Representative. Extensive knowledge of banking and financial procedures, experience processing Mortgage and Consumer loan applications, cross selling other financial products and services. Collaborates well with others and have excellent written and verbal communication skills. NMLS Mortgage Services license.
Overview
14
14
years of professional experience
Work History
Financial Sales Representative
South Carolina Federal Credit Union
12.2022 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Discussed financial options with clients and provided informed suggestions.
- Collected data on competitors' pricing and promotions through primary and secondary research techniques.
- Boosted financial service sales by using cross-selling techniques.
- Contacted prospective customers to present service options and explain details.
Appeals & Grievance Specialist
Devoted Health
09.2020 - 11.2022
- Responsible for resolving member complaints by investigating their Grievances
- Ensures regulatory compliance, timeliness requirements and accuracy standards are met, Develops correspondence communicating outcome of grievances to enrollees
- Collaborates with internal departments such as: Customer Service, Provider Operations, Pharmacy, and Medical
- Identify factors necessary for optimal resolution of Grievances.
Member Guide
Devoted Health
04.2020 - 09.2020
- Responsible for providing accurate guidance for the members' healthcare
- Offer and explain benefit information, how claims were processed and any other questions the member has
- Work collaboratively with other team members including doctors and nurses (Clinical Guides) so that we can seamlessly help members with service and clinical questions
- Make sure our members know what’s available to them and learn what is important to them so I can help them even more
- I also have a keen ear in listening for the opportunity to help them above and beyond the initial reason for their call and create a caring atmosphere for our members.
Member Specialist
Infinity Federal Credit Union
07.2018 - 03.2020
- Opened member accounts, processed Mortgages, Home Equity and consumer loans, cross sold other financial products and services, resolved any customer service while providing outstanding customer service.
Business Analyst
Synergent/Maine Credit Union League
11.2017 - 06.2018
- Provide Business solutions for Credit Unions by analyzing their needs
- Customize new products, troubleshoot any existing issues and provide exceptional Customer Service while maintaining superior products.
Relationship Associate
Synergent/Maine Credit Union League
06.2016 - 11.2017
- Provide first line contact for Credit Unions providing effective resolutions to any needs that they have
- I research transactions, software and processing challenges
- I personalize their interaction through providing high quality communications through email, phone and web communications.
Financial Service Representative
Evergreen Credit Union
05.2013 - 06.2016
- Open member accounts/IRA’s, processed Consumer Loans including Home Equity and Mortgages, resolve customer service issues, process consumer loans, and cross sell other financial products
- Provide outstanding member service to all members.
Teller
Evergreen Credit Union
10.2013 - 05.2013
- Processed member transactions with accuracy including cashing checks, making deposits and withdrawals, doing research, preparing bank checks and money orders, transferring money between accounts and other teller duties as requested
- Provided exceptional member service at all times.
Deputy City Clerk/Deputy Tax Collector
City of Westbrook
05.2012 - 12.2012
- Oversaw three Customer Service Representatives with motor vehicle transactions, issuing of vital records (including birth, death and marriage certificates) dog registrations, voter registration and other clerk related issues
- Assisted the City Clerk at Council Meetings by taking meeting minutes, assisted with election duties, as needed
- Assisted the Tax Collector with tax lien research and processing as well as other duties relating to tax collection
- Overall, provided an excellent customer service experience for the citizens of Westbrook Maine.
Motor Vehicle Service Rep II
State of Maine, Bureau of Motor Vehicles
10.2008 - 05.2012
- Issued and renewed driver’s license and state identification cards, processed vehicle registrations and answered any questions or concerns the customer had while providing exceptional customer service
- Followed all State and Federal rules and regulations, reviewed paper work for any errors and open and closed the office as needed.
Education
Course of Study – Small business management -
Commonwealth College
Course of Study – Small business management -
University of New Hampshire – CLL
Holistic Massage Therapy
Spa Tech Institute - Westbrook
Buxton, ME10.2012
Fryeburg Academy
Fryeburg, ME06.1986
Skills
- Cash Handling
- Recommend Products
Dispute resolution
Research
Customer Service
Mortgage Loan processing
Product Specialist
- Assist Customers
- Active Listening Skills
- Policies And Procedures
- Bank Procedures
- Product Knowledge
- Ability To Work Independently
Timeline
Financial Sales Representative
South Carolina Federal Credit Union
12.2022 - Current
Appeals & Grievance Specialist
Devoted Health
09.2020 - 11.2022
Member Guide
Devoted Health
04.2020 - 09.2020
Member Specialist
Infinity Federal Credit Union
07.2018 - 03.2020
Business Analyst
Synergent/Maine Credit Union League
11.2017 - 06.2018
Relationship Associate
Synergent/Maine Credit Union League
06.2016 - 11.2017
Teller
Evergreen Credit Union
10.2013 - 05.2013
Financial Service Representative
Evergreen Credit Union
05.2013 - 06.2016
Deputy City Clerk/Deputy Tax Collector
City of Westbrook
05.2012 - 12.2012
Motor Vehicle Service Rep II
State of Maine, Bureau of Motor Vehicles
10.2008 - 05.2012
Course of Study – Small business management -
Commonwealth College
Course of Study – Small business management -
University of New Hampshire – CLL
Holistic Massage Therapy
Spa Tech Institute - Westbrook
Fryeburg Academy
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