Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erick Porter

Financial Service Officer
San Diego,CA

Summary

To grow in the company that has stability and new opportunities for career growth. Smart and responsible liaison with strong interest in fostering communication and collaboration. Proactive in identifying issues with utmost confidence in practical solutions. Highly motivated and determined to make meaningful contributions to organization.

Overview

7
7
years of professional experience

Work History

Financial Services Operator

MyPoint Credit Union
San Diego, California
06.2024 - Current
  • Established strong relationships with clients, leading to increased loyalty and repeat business opportunities.
  • Achieved successful project completion by adhering to strict timelines and quality guidelines.
  • Collaborated with team members to improve overall performance and achieve company goals.

TSG/ SDGE Service Coordinator Contractor

The Select Group
San Diego, CA
03.2022 - 03.2024
  • My current responsibilities are to manage administration projects for new services,for existing services, underground conversions, gas relocation, and gas meter upgrades.
  • Issuing out orders for safety checks, meter installations, meter removals, removal of locking rings
  • Gathered, organized and input information into digital database.
  • Communicated with clients and service providers to provide updates on work progress.
  • Coordinated and monitored service activities to confirm work met all requirements.
  • Assessed customer needs and developed solutions to meet needs.
  • Initiated contact with appropriate service providers to request referrals and followed up to confirm appointments.

Member Service Specialist

PLCU/MyPoint CU
05.2021 - 03.2022
  • My responsibilities were to open new accounts, to generate loans/loan funding, and to open business accounts
  • In addition, I provide assistance on the teller line, help supervise the teller line by providing overrides to gain access to certain information to the member and check limit approvals.
  • Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
  • Kept administrative records current and accurate to promote efficiency and team effectiveness.
  • Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.

Call Center Specialist

PLCU
12.2017 - 05.2021
  • My responsibilities in the department to provide member service in all areas involving, products services, education, and sales in a timely manner
  • Areas of expertise include:
  • Online banking – assigned as the primary point of contact for member in the department Tech Support queue
  • Bill pay – proficient in cross selling and skilled in troubleshooting to gain members access to this service
  • IRA’s – skilled in providing the benefits and features of this products
  • SWBC payments – Provide payment options for members to make payments over the phone
  • Account conversions – Request/advise management when account conversions are needed for members whose accounts are compromised due to fraud
  • Initiating loan applications and new accounts – Consistently generate both consumer and real estate loans for the call center
  • DocuSign/E-sign – proficient in process
  • In addition, I consistently achieve SIMS goals, demonstrate my ability to generate loan applications, cross sell CUSO, and both train and coach staff in the areas mentioned above.

Education

Southwestern College
Otay Lakes, Chula Vista, CA
01.2011 - 1 2014

Skills

Experience in a role with document control, project support and coordination, comparable responsibilities, activities and/or tasks/duties in SAP

Notetaking and documentation

MS Office

Analytical and Critical Thinking

The skills that I have are by providing excellent customer services by following up with member’s for further assistance with online banking and using my critical thinking skills to find products that can benefit the member

Flexible and Adaptable

Rapport and trust building

Timeline

Financial Services Operator

MyPoint Credit Union
06.2024 - Current

TSG/ SDGE Service Coordinator Contractor

The Select Group
03.2022 - 03.2024

Member Service Specialist

PLCU/MyPoint CU
05.2021 - 03.2022

Call Center Specialist

PLCU
12.2017 - 05.2021

Southwestern College
01.2011 - 1 2014

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Erick PorterFinancial Service Officer