Elena Mendoza
North Hollywood,CA
Summary
Friendly associate proficient in managing all areas of customer service in a fast-paced banking retail environment. Excellent multi-tasker and team player.
Overview
7
7
years of professional experience
Work History
Consumer Loan Officer
Glendale Area Schools Credit Union
Glendale , CA
2022.12 - Current
- Analyzed financial statements, credit reports, and other documents to assess borrower's creditworthiness.
- Processed DMV paperwork for transfer /addition and or deletion of ownership and collected proper sales tax and /or DMV fees involved for private parties ,refinances and Lease buy outs.
- Completed Lein satisfied form for release of ownership on vehicles as necessary.
- Assisted clients in completing loan applications accurately and completely.
- Advised customers on various options available for their particular financing needs.
- Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service
- Submitted loan applications to underwriting department for review and approval process.
- Compiled closing packages containing all necessary documents required for funding.
Lead Teller
Glendale Area Schools Credit Union
Glendale , CA
2022.07 - Current
- Greeted and assisted members with professional knowledgeable support for diverse banking needs.
- Cross-sold bank products by answering inquires, informing members of new services and promotions.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Supplied tellers and cash dispensers with currency.
- Performed regular cash audits of vault, cash dispensers and tellers maintaining signed records.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Prepared and securely shipped out excess coin and currency to Federal Reserve Bank.
Phone Representative
UMe Credit Union
Burbank , CA
2022.04 - 2022.07
- Updated customer accounts, addresses and contact information within call management databases.
- Answered questions and informed customers of current sales and promotions.
- Resolved customer inquiries, questions and concerns.
- Consulted with customers to resolve service and billing issues.
- Navigated multiple computer systems and applications and utilized search tools to find customer information.
- Helped customers complete loan payments,and transfers.
- ordered debit/credit cards.
- Assisted with Notices of disputed/fraudulent transactions.
- Ordered checks
- Developed new customer prospects or referrals.
Teller
Water and Power Community Credit Union
Sun Valley Ca , CA
2018.11 - 2022.04
- Processed cash and check withdrawals/deposits accurately and efficiently.
- Conducted special service and account transactions for customers including ordering checks, debit cards and credit cards.
- Adhered to financial services security and audit procedures.
- Processed loan payments.
- Examined checks for identification and endorsement.
- Recommended additional products, services and benefits for customers.
- Maintained confidentiality of bank records and client information.
- Assisted customers by phone and in person by answering banking questions and recommending solutions
- Processed fraudulent transaction claims
- Assisted with bank closing and opening duties
- Processed cashier's checks
- Accurately processed CTR when needed.
- Assisted with vault balancing and ATM
Teller
Mission Federal Credit Union
Santee , CA
2017.06 - 2018.11
- Handled and ordered bank supplies Cashed checks and payed out money after verifying that signatures were correct, that written and numerical amounts agreed, and that accounts had sufficient funds.
- Received checks and cash for deposits, verified amounts, and check accuracy of deposit slips.
- Balanced currency, coin, and checks in cash drawers at end of shifts, and calculated daily transactions using computers, calculators, or adding machines.
- Prepared and verified cashier's checks.
- Carried out special services for customers, such as ordering bank cards and checks.
- Identified transaction mistakes when debits and credits did not balance.
- Resolved problems or discrepancies concerning customers' accounts.
- Processed domestic and international wires.
- Processed credit card, car ,mortgage and other loan payments for customers.
- Educated customers about different types of checking and savings accounts.
- Opened and informed customers about different types of certificates.
- Filled out CTR when more than 10 thousand in cash was withdrawn/deposited in a day.
- Assisted with bank opening and closing duties.
- Assisted customers with fraudulent charges on debit and credit cards by asking the right questions and filling out the correct forms.
- Performed stop payments on checks and automatic withdraws.
- Assisted with vault balancing and ATM servicing.
Education
High School Diploma -
Skills
- Excellent communication skills
- Strong sense of banking ethics
- Bilingual in spanish/English
- Reliable
- Approachable
Timeline
Consumer Loan Officer
Glendale Area Schools Credit Union
2022.12 - Current
Lead Teller
Glendale Area Schools Credit Union
2022.07 - Current
Phone Representative
UMe Credit Union
2022.04 - 2022.07
Teller
Water and Power Community Credit Union
2018.11 - 2022.04
Teller
Mission Federal Credit Union
2017.06 - 2018.11
High School Diploma -
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