Erica Jacobson
La Center,WA
Summary
Dynamic Financial Service Representative excelling in loan processing and customer relationship management. Proven ability to enhance customer satisfaction and ensure regulatory compliance through effective communication and collaboration.
Overview
10
10
years of professional experience
Work History
Financial Service Representative
Columbia Credit Union
Vancouver , wa
09.2023 - Current
- Provides financial guidance to members on different loan types and credit options.
- Assists in processing loan applications and verifying member information.
- Partners with investment advisors and mortgage officers to provide clients with options and solutions.
- Informs membership on opportunities and promotional offers while using MEA techniques to cross sell products and services.
- Builds upon customer relationships by maintaining regular follow-up processes and rapport.
- Strong relationships with members.
- Educates members on digital banking tools and services.
- Collaborates with team members to streamline day to day processes.
Assistant Store Director
Safeway
Vancouver, WA
06.2016 - 10.2023
- Managed daily store operations and goals.
- Established performance standards for each department and monitored progress towards achieving them.
- Trained new employees on store procedures and standards.
- Resolved customer complaints and concerns.
- Led team huddles to communicate goals and expectations while explaining plans and policies.
Education
Bachelor of Science - Communications Studies
Portland State University
Portland, OR01-2021
Skills
- Loan processing
- Regulatory compliance
- Customer relationship management
- Performance monitoring
- Team collaboration
- Problem solving
- Effective communication
- Relationship development
Timeline
Financial Service Representative
Columbia Credit Union
09.2023 - Current
Assistant Store Director
Safeway
06.2016 - 10.2023
Bachelor of Science - Communications Studies
Portland State University