Irsa Vanegas
Houston,TX
Summary
Knowledgeable and dedicated customer service professional with extensive experience in banking and loan industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Financial Officer II
Community Resource Credit Union
Baytown, TX
06.2021 - Current
- Work with members in person and via telephone to answer questions, process transactions, opened new accounts and resolve issues.
- Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
- Promoted financial products by maintaining excellent service offering knowledge.
- Created innovative financial solutions to meet members needs and provide competitive edge.
- Monitored pipelines to track and log status of loans
- Exceeded loan goal of 1.3 million and other target goals quarterly
Member Service Representative II
Houston Federal Credit Union
Houston, TX
02.2021 - 06.2021
- Advised members to right accounts fitted their life style, closed accounts and signed up members for new services.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Answered member's inquiries regarding account balances, transaction history, services charges and interest rates.
- Performed member's transactions for money orders, cashiers checks, deposits and withdrawals.
- Executed wire transfers, stop payments and account transfers.
Member Champion II
Texas Dow Employees Credit Union
Pearland, Texas
12.2019 - 07.2020
- Assisted customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge.
- Helped customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Crossed sell products offered by credit union to best fit member.
- Assisted customers with compromised debit cards and issued new credentials.
- Audited fellow teller currency to contribute to dual-control procedures.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Store Manager
TitleMax Title Loans
Pasadena, TX
11.2017 - 11.2019
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Recommended loan approvals and denials based on customer loan application reviews.
- Cross-trained existing employees to maximize team agility and performance.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand.
Auto Insurance Agent
Freeway Insurance Services
Houston, TX
4 2017 - 11.2017
- Maintained high standards of customer service by building relationships with clients.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Performed cold-calling up to 50 calls a day and follow-ups with leads to secure new revenue.
Education
High School Diploma -
Deer Park High School South Campus
Deer Park, TX2013
Skills
- Excellent people skills
- Fluent in Spanish
- Superior attention to detail
- Multi-line phone talent
- Exceptional organization
- Active listening
- Conflict resolution
- Work ethic
- Product and service sales
Certification
Limited Lines License
Peer Mediator
Peer Mediator
Timeline
Personal Financial Officer II
Community Resource Credit Union
06.2021 - Current
Member Service Representative II
Houston Federal Credit Union
02.2021 - 06.2021
Member Champion II
Texas Dow Employees Credit Union
12.2019 - 07.2020
Store Manager
TitleMax Title Loans
11.2017 - 11.2019
Auto Insurance Agent
Freeway Insurance Services
4 2017 - 11.2017
High School Diploma -
Deer Park High School South Campus
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