Haley Waller
Front Royal,VA
Summary
- Driven by results, I leveraged risk evaluation and effective communication at Navy Federal Credit Union to enhance loan origination processes, achieving significant improvements in customer satisfaction.
- Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with 1 and a half years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures.
- My adaptability and team-oriented approach at Williams Brothers streamlined logistics, directly impacting efficiency and service levels.
Overview
4
4
years of professional experience
Work History
Consumer Loan MSR
Navy Federal Credit Union
08.2023 - Current
- Assisted customers in selecting appropriate loan products based on their financial needs and goals.
- Maintained compliance with federal regulations, ensuring proper documentation and adherence to guidelines throughout the loan process.
- Increased customer satisfaction levels through prompt, accurate, and friendly service in the loan process.
- Took member applications
- Recommended additional products or services that could benefit customers' financial goals
- Provided accurate account information to customers and answered questions regarding products, services, banking policies, and procedures
- Analyzed customer feedback to improve the quality of service provided
- Created positive experiences for all customers by delivering exemplary service at every opportunity
- Maintained confidentiality of sensitive customer data while adhering to company security protocols
- Assisted customers in navigating websites or other digital platforms related to their purchase or inquiry
- Stayed up-to-date on changes in products or services offered by company
- Utilized active listening techniques to gain an understanding of customer needs and resolved issues accordingly
- Provided financial counseling to clients as part of the lending process, helping them understand their options and make well-informed decisions about borrowing money.
- Facilitated clear communication between all parties involved in the loan transaction, minimizing potential issues or delays.
- Advised clients on mortgage, education and personal loans.
Sales and Logistics
Williams Brothers
01.2021 - 06.2023
- Analyzed data on inventory levels, sales, trends, and deliveries to anticipate future needs
- Provided oversight for the replenishment of materials and ensured accuracy in inventory levels
- Maintained accurate records pertaining to inventory control, shipping, receiving, and stock movements
- Supervised receiving operations to verify completeness and accuracy of incoming shipments
- Conducted regular cycle counts of inventory items as part of internal audits
- Assisted in developing training programs for warehouse staff members
- Developed strategies to maximize efficiency, reduce costs, and improve customer service levels
- Coordinated with vendors and suppliers to ensure timely delivery of materials
- Lead projects related to improving warehouse operations and logistics systems
- Utilized problem-solving skills to resolve any issues regarding shipments or returns
- Organized daily deliveries and pick-ups
- Managed procurement activities, ensuring timely requisition processing and adherence to budgetary constraints.
- Collaborated closely with Production Planners to ensure material availability for scheduled production runs, avoiding the risk of costly delays.
- Maximized space utilization within the warehouse facility by implementing efficient layout designs that accommodated growth in product offerings.
- Evaluated vendor performance against established metrics regularly, ensuring consistent quality standards were met across the supply base.
- Reduced material lead times by establishing strong relationships with key suppliers and negotiating favorable contract terms.
- Tracked orders and notified customers of status or potential delays.
- Developed and maintained automated tracking systems, hard copy files and records to enhance office workflows.
Education
High School Diploma -
Warren County High School
Front Royal, VA06.2014
Skills
- Risk evaluation
- Documentation Review
- Credit analysis
- Loan Origination
- Effective communication
- Reliability
- Adaptability and flexibility
- Attention to details
- Team Player
- Customer service-focused
- Friendly, Relationship building and management
- Loan Servicing
Timeline
Consumer Loan MSR
Navy Federal Credit Union
08.2023 - Current
Sales and Logistics
Williams Brothers
01.2021 - 06.2023
High School Diploma -
Warren County High School
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