Haley Moody
Cleveland,TN
Summary
- Loan Officer and Universal Banker at Collegedale Credit Union, recognized for enhancing customer satisfaction through exceptional service. Proven expertise in documentation review and relationship building, leading to informed client decisions and streamlined member processes. A reliable team player with strong analytical and organizational skills, dedicated to achieving strong member relationships and satisfaction.
- Currently enrolled at CSCC to work toward earning an Associates Degree in Nursing.
Overview
11
11
years of professional experience
Work History
Loan Officer and Universal Banker
Collegedale Credit Union
10.2018 - Current
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Examined customer loan applications for loan approvals and denials.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Ensured compliance with all federal and state regulations throughout the loan origination process.
- Conducted thorough credit analysis to minimize risk exposure for the CU
- Conducted comprehensive risk assessments for loan portfolios, resulting in balanced risk management.
Member Relations Supervisor
Collegedale Credit Union
01.2020 - 04.2021
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
- Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.
- Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
- Implemented safety protocols to minimize workplace accidents and maintain compliance with industry standards.
1st Assistant Manager
Arby's Restaurant
05.2014 - 10.2018
- Maintained an organized stockroom to facilitate efficient replenishment of sales floor merchandise.
- Managed daily cash handling procedures, ensuring accuracy in transactions and maintaining financial security.
- Enhanced customer satisfaction with excellent service, prompt problem resolution, and attention to detail.
- Conducted regular employee training sessions to ensure consistent product knowledge and exceptional customer service skills.
- Improved team productivity by implementing efficient staff scheduling and task delegation.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
Associate Degree In Nursing -
Cleveland State Community College
Cleveland, TNAssociate Degree In Social Sciences - Criminal Justice
Cleveland State Community College
Cleveland, TN05.2018
High School Diploma -
Bradley Central High School
Cleveland, TN05.2016
Skills
- Relationship building and management
- Database management
- Documentation review
- Customer service-focused
- Risk management assessments
- Excellent time management
- Attention to detail
- Analytical and critical thinking
- Decision-making
- Patience and empathy
- Honest and dependable
- Team cooperation
- Quick learner
Timeline
Member Relations Supervisor
Collegedale Credit Union
01.2020 - 04.2021
Loan Officer and Universal Banker
Collegedale Credit Union
10.2018 - Current
1st Assistant Manager
Arby's Restaurant
05.2014 - 10.2018
Associate Degree In Nursing -
Cleveland State Community College
Associate Degree In Social Sciences - Criminal Justice
Cleveland State Community College
High School Diploma -
Bradley Central High School
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