EVELYN BARCENA
Santa Clarita,CA
Summary
I am seeking a position where I can utilize my skills, knowledge, and further expand my career. As an experienced banking professional, I would like to utilize my earlier experience and knowledge by contributing to the improvement as well as progress. I will be putting my best efforts in terms of time and learning new techniques and methods that would implement.
Overview
17
17
years of professional experience
Work History
Personal Banker II
Firefighters First Credit Union
09.2023 - Current
- Assist with daily members inquiries over the phone and email
- Carry out inbound/outbound contact to resolve problems
- Taking complete loan application
- Auto loans, Rv’s, personal loans,Boats, credit cards, memberships
- Underwrite loan application
- Gathering initial documents from clients, and prepare loan file to structure
- Assist with daily member inquiries, including savings, rates, loan rates, and account inquiries
- Answer basic inquiries regarding credit union policies and procedures
- Process loan requests in a timely manner
- Assists Members with all credit union products and services including, share accounts term accounts
- Assisting members withdrawal, deposit, payments, advances, Audit new Accounts, Print debit cards
- Balancing
- Assist with daily member inquiries, including savings, rates, loan rates, and account inquiries
- Recommend financial products and services to meet members' short and long-term financial needs
- Assist members with completing consumer loan applications
Consumer Loan Processor I
Northrop Grumman Federal Credit Union
08.2022 - 09.2023
- Answering incoming calls, providing information over phone, Rates, estimated payment
- Making phone calls, emailing, gather information
- Data entry for loan requests, check loan documents for completeness, ensures all signatures are in order
- Required Documentation for new loan accounts, credit cards, auto loans, Rv's, boats, motorcycles, ATV's
- Lending 360, DNA
- High quality of member service, strong work ethic
- Fund loans, prepare DMV packets, prepare FedEx to be sent out
- Acknowledged for providing excellent customer service
- Developed trustworthy relationships with members seeking loans
- Ability to work on more than one task, fast paced, knowledge of calculator, personal computer and software used in the department
- Review paystubs, verification of employment, MLA
- Main point of contact throughout the loan process, providing guidance on process, product and pricing in a detailed and comprehensive manner
Mortgage loan Assistant
Northrop Grumman Federal Credit Union
09.2021 - 09.2022
- Consult with potential applicants answer questions and provide additional information about loan products to create personal relationships with existing and potential Clients
- Assist with daily Client's inquiries over the phone and emails
- Carry out inbound/outbound contact to resolve problems
- Taking complete loan application
- Gathering initial documents from clients, and prepare loan file to structure
- Review all documents for discrepancies, and all income calculation then report to loan originator
- Assemble loan documentation as required necessary for verifications and underwriting
Member Service Representative I
Northrop Grumman Federal Credit Union
03.2021 - 09.2021
- Assist with daily member inquiries, including savings, rates, loan rates, and account inquiries
- Answer basic inquiries regarding credit union policies and procedures
- Process loan requests in a timely manner
- Assists Members with all credit union products and services including, share accounts term accounts, loan products, IRA's
- Follow-up with members, advise members of loan decisions
- Interface with loan officer on behalf of members
- Insure the completeness and accuracy of all documents
Teller II/ Member Service Representative
Northrop Grumman Federal Credit Union
04.2018 - 03.2021
- Provide great service for members, greet, smile
- Assisting share branch members
- Assisting customers withdrawal, deposit, payments, advances, Audit new Accounts, Print debit cards
- Balancing
- Assist with daily member inquiries, including savings, rates, loan rates, and account inquiries
Assistant Branch Manager
Tri Counties Bank
10.2015 - 08.2016
- Assist with daily members inquiries over the phone and email
- Carry out inbound/outbound contact to resolve problems
- Taking complete loan application
- Auto loans, Rv’s, personal loans,Boats, credit cards, memberships
- Underwrite loan application
- Gathering initial documents from clients, and prepare loan file to structure
- Assist with daily member inquiries, including savings, rates, loan rates, and account inquiries
- Answer basic inquiries regarding credit union policies and procedures
- Process loan requests in a timely manner
- Assists Members with all credit union products and services including, share accounts term accounts
- Assisting members withdrawal, deposit, payments, advances, Audit new Accounts, Print debit cards
- Balancing
- Assist with daily member inquiries, including savings, rates, loan rates, and account inquiries
- Recommend financial products and services to meet members' short and long-term financial needs
- Assist members with completing consumer loan applications
Education
Certificate -
El School of special effects
01.2011
General Education -
Pierce College
01.2007
High School Diploma -
Sherman Oaks Center of Enriched
01.2004
Skills
- Leadership/ Management Skills
- Communication Skills
- Energetic
- Enthusiastic
- Positive
- Self-motivated
Languages
Spanish
Elementary
Timeline
Personal Banker II
Firefighters First Credit Union
09.2023 - Current
Consumer Loan Processor I
Northrop Grumman Federal Credit Union
08.2022 - 09.2023
Mortgage loan Assistant
Northrop Grumman Federal Credit Union
09.2021 - 09.2022
Member Service Representative I
Northrop Grumman Federal Credit Union
03.2021 - 09.2021
Teller II/ Member Service Representative
Northrop Grumman Federal Credit Union
04.2018 - 03.2021
Assistant Branch Manager
Tri Counties Bank
10.2015 - 08.2016
Certificate -
El School of special effects
General Education -
Pierce College
High School Diploma -
Sherman Oaks Center of Enriched
Similar Profiles
Christine CarothersChristine Carothers
Financial Services Representative at Alliance C.U/St. Louis Firefighters Credit UnionFinancial Services Representative at Alliance C.U/St. Louis Firefighters Credit Union
Monet WatsonMonet Watson
Financial Relationship Consultant at Firefighters First Credit UnionFinancial Relationship Consultant at Firefighters First Credit Union
Ares OrtegaAres Ortega
Financial Service Consultant II at Firefighters First Credit UnionFinancial Service Consultant II at Firefighters First Credit Union