Years of customer service experience
Isaiah Harris
Poulsbo,WA
Summary
Accomplished finance professional with over ten years of experience in customer service roles, and over three years in combined finance and lending roles, consistently recognized as a top performer. Proven expertise in indirect loan funding and member services, complemented by academic accolades including Dean's List honors and membership in Phi Theta Kappa. Demonstrates strong organizational capabilities and a commitment to excellence, with a notable record of achieving sales awards and high customer satisfaction. Aspiring to further career advancement in consumer lending, with a focus on building lasting relationships and making impactful contributions. Dedicated to achieving personal and professional growth.
Overview
10
10
2
2
Years of lending experience
3
3
Years of finance experience
Work History
Indirect Loan Funder
Kitsap Credit Union
08.2024 - Current
- Reviewed loan applications for accuracy and completeness.
- Processed funding requests in compliance with regulatory guidelines.
- Assisted in resolving discrepancies in loan documentation efficiently.
- Collaborated with underwriting teams to expedite loan funding processes.
- Assisted in training new team members on funding procedures and systems.
- Provided exceptional assistance during peak periods, demonstrating flexibility in adapting to fluctuating workloads while maintaining top performance levels.
- Contributed to the development of new policies and procedures aimed at improving overall operational efficiency within the department.
- Managed a high volume of loan applications simultaneously while maintaining strict attention to detail and accuracy.
- Demonstrated strong productivity by maintaining an average of 1.40 loans processed per hour.
Member Associate II
Kitsap Credit Union
08.2022 - 08.2024
- Delivered exceptional customer service by assisting members with diverse banking transactions and inquiries, completing between 75-100 transactions/day.
- Educated members on products and services, enhancing their financial experience, and promoting financial literacy.
- Maintained compliance with banking regulations, ensuring accurate record-keeping, and adherence to policies.
- Cultivated strong member relationships to build trust and loyalty, contributing to a positive community environment.
- Supported loan funding processes, facilitating seamless transactions, and increasing member satisfaction.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Placed in the top 10 club consistently.
- Managed 20+ outbound calls to members daily.
Parts Department Clerk
Haselwood Auto Group
02.2022 - 08.2022
- Processed incoming parts orders accurately and efficiently, ensuring timely inventory management.
- Maintained organized inventory records of hundreds of parts using dealership management software to enhance retrieval efficiency.
- Assisted in training new staff on inventory procedures and best practices for parts handling.
- Coordinated with technicians to ensure prompt availability of necessary parts for vehicle repairs.
- Conducted regular audits of parts inventory to identify discrepancies and optimize stock levels.
- Increased customer satisfaction by promptly addressing inquiries and resolving issues.
- Provided excellent customer service, assisting clients with their automotive parts needs.
- Processed incoming shipments and organized parts storage for efficient retrieval.
- Maintained accurate records of part orders and returns, ensuring data integrity.
- Enhanced inventory management by implementing a system for quickly scanning parts.
Education
Bachelor of Arts - Linguistics
Western Washington University
Bellingham, WA06-2021
Bachelor of Arts - General Studies
Olympic College
Bremerton, WA06.2019
Skills
- Collaboration and teamwork
- Professionalism and integrity
- Decision-making
- Computer software
- Results-driven mindset
- Loan processing documentation
- Efficient loan processing
- Effective team contributor
- Approachable demeanor
- Relationship building and management
- Strong attention to detail