EDGAR PEREZ
MOORE
Summary
Dynamic Consumer Lending Specialist with over 5 years of member service experience in the Credit Union . Experience in loan origination and credit analysis, fostering strong client relationships. Bilingual in Spanish, I excel in delivering exceptional service and ensuring compliance, contributing to high customer retention and satisfaction rates. Knowledge in spreadsheets documents such as Excel.
Overview
8
8
years of professional experience
Work History
Consumer Lending Specialist
Weokie FCU
02.2025 - 08.2025
- Assisted clients with loan applications, ensuring accurate documentation and compliance with regulations.
- Supported loan processing team by organizing files and tracking application statuses efficiently.
- Learned to analyze credit reports to determine borrower eligibility for various lending products.
- Collaborated with team members to streamline communication between departments regarding loan approvals.
- Provided exceptional customer service by addressing client inquiries and resolving issues promptly.
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
Loan Processor
Oklahoma Federal Credit Union
03.2020 - 02.2025
- Processed loan applications efficiently, ensuring compliance with regulatory requirements.
- Reviewed documentation for accuracy and completeness, minimizing processing delays.
- Assisted clients in understanding loan terms and conditions, enhancing customer satisfaction.
- Coordinated communication between clients and underwriting teams to expedite approvals.
- Provide excellent member service to ensure reoccurring members and referrals for loan applications.
Cashier
7-eleven Stores
11.2017 - 02.2020
- Processed customer transactions efficiently and accurately using point-of-sale systems.
- Maintained an organized cash register area to streamline operations and enhance customer experience.
- Resolved customer inquiries and complaints effectively, ensuring high satisfaction levels.
- Trained new cashiers on operational procedures and customer service best practices.
- Coordinated with team members to ensure seamless service during busy periods.
- Maintained a clean and organized workspace, promoting a welcoming environment for customers.
- Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Processed customer orders and accurately handled payment transactions.
- Met customer service goals and exceeded customer expectations.
Education
High School Diploma -
Northwest Classen Highschool
Oklahoma City, OKSkills
- Loan servicing
- Documentation review
- Credit analysis
- Loan origination
- Bilingual (Spanish)
- Fraud Analyst/ Debit Card Coordination
- Adaptability
- 10 years member service
Languages
Spanish
Native or Bilingual
Timeline
Consumer Lending Specialist
Weokie FCU
02.2025 - 08.2025
Loan Processor
Oklahoma Federal Credit Union
03.2020 - 02.2025
Cashier
7-eleven Stores
11.2017 - 02.2020
High School Diploma -
Northwest Classen Highschool