Gabriela Magana
Corvallis,OR
Summary
Analytical Underwriter with expertise in finance and customer service. Team-oriented with success in building relationships with members and peers to achieve organizational goals. Hands-on training in risk management, data analysis and underwriting processes and procedures. Highly organized to handle large workloads.
Overview
12
12
years of professional experience
Work History
Centralized Lending Underwriter
Oregon State Credit Union
08.2019 - Current
- Conducting thorough reviews of loan applications, with credit analysis and capacity to pay
- Evaluated loan applications for affordability and conformance with underwriting guidelines.
- Examined credit reports, financial statements and tax returns to determine repayment capability.
Financial Services Consultant
Oregon State Credit Union
02.2015 - 08.2019
- Assisted clients in achieving their financial objectives with sound wealth management advice and personalized planning.
- Managed client relationships, ensuring satisfaction through regular communication and proactive problem solving.
- Mentored junior consultants, sharing expertise in financial planning techniques and best practices for client success.
Teller
Oregon State Credit Union
06.2013 - 02.2015
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Cashier
Baja Fresh
05.2012 - 06.2013
- Enhanced customer satisfaction by maintaining a clean and organized dining area.
- Collaborated with kitchen staff to ensure timely and accurate order fulfillment.
- Maintained safety standards by properly handling food and adhering to sanitation guidelines.
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
Education
High School Diploma -
Corvallis High School
Corvallis, OR06.2012
Skills
- Risk Assessment
- Application Review
- Credit Analysis
- Teamwork Abilities
- Problem Solving
- Decision Making
- Attention to Detail
- Bilingual
- Communication Skills
- Interpersonal Skills
- Adaptability
- Time management
- Project Management
Timeline
Centralized Lending Underwriter
Oregon State Credit Union
08.2019 - Current
Financial Services Consultant
Oregon State Credit Union
02.2015 - 08.2019
Teller
Oregon State Credit Union
06.2013 - 02.2015
Cashier
Baja Fresh
05.2012 - 06.2013
High School Diploma -
Corvallis High School
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