IVONA A. HARVEY
Shawnee,KS
Summary
Results-driven Senior Loan Officer with extensive experience in loan origination, underwriting, servicing, and processing. Known for clear communication, exceptional attention to detail, and rapid adaptability to new systems and workflows. Highly motivated, fast-learning professional committed to strengthening organizational performance and delivering an outstanding member experience.
Overview
1
1
Certification
30
30
years of professional experience
Work History
Financial Service Specialist
CommunityAmerica Credit Union
01.2017 - Current
- Guide members through the loan application process with accuracy, compliance, and a consistently positive experience.
- Verify applicant information to prevent fraud and ensure loan integrity.
- Collect, review, and organize documentation for loan approvals and processing.
- Collaborate with members and internal teams to resolve inquiries and streamline workflows.
- Serve as a subject matter expert, providing training and system guidance to team members.
- Achieved monthly sales targets through strategic client engagement.
E-Branch Loan Specialist
CommunityAmerica Credit Union
01.2006 - 01.2017
- Reviewed loan applications and supporting documentation to make sound lending recommendations.
- Provided accurate, professional service to members, fostering confidence and satisfaction through effective communication and support.
- Assisted members with online technical support and troubleshooting in contact center, enhancing member experience and resolving service-related questions.
- Researched and resolved member issues in coordination with vendors and internal departments.
Financial Service Specialist
CommunityAmerica Credit Union
01.2005 - 01.2006
- Delivered consumer and mortgage lending support in a contact center to enhance member experience.
- Facilitated FSSI team operations to maintain seamless workflow.
- Cross-sold products and services while advising members on lending decisions and credit union guidelines to meet their financial needs.
- Performed accurate financial transactions on member accounts.
Mortgage Origination
CommunityAmerica Credit Union
01.2003 - 01.2005
- Originated mortgage loans in a contact center environment.
- Cross-sold home equity products and provided lending information to members.
- Counseled members on lending decisions, requirements, and credit union guidelines.
- Achieved monthly sales targets by effectively engaging with customers and promoting products.
Financial Service Specialist I, II & III
CommunityAmerica Credit Union
01.1997 - 01.2003
- Delivered consumer lending and member service support in contact center, enhancing member satisfaction.
- Cross-sold credit union products and services, advising members on lending decisions and guidelines to facilitate informed choices.
- Executed financial transactions with precision, ensuring compliance with established protocols.
- Supported sales and service operations, contributing to a positive member experience., including loan underwriting from 1997 to 2000.
Education
Kansas State University
Manhattan, KSDiploma -
J.C. Harmon High School
Kansas City, KSSkills
- Loan processing
- Underwriting support
- Fraud prevention
- Member management
- Regulatory compliance
- System implementation
- Training development
- Contact center operations
- Cross-functional solutions
- Financial documentation
- Product cross-selling
- Lending compliance
- Customer management
- Sales strategy
- Communication skills
- Attention to detail
Personal Information
Title: Senior Loan Officer
Certification
- NMLS #710536
- KS Loan signing agent/Notary Public
Timeline
Financial Service Specialist
CommunityAmerica Credit Union
01.2017 - Current
E-Branch Loan Specialist
CommunityAmerica Credit Union
01.2006 - 01.2017
Financial Service Specialist
CommunityAmerica Credit Union
01.2005 - 01.2006
Mortgage Origination
CommunityAmerica Credit Union
01.2003 - 01.2005
Financial Service Specialist I, II & III
CommunityAmerica Credit Union
01.1997 - 01.2003
Kansas State University
Diploma -
J.C. Harmon High School