JASON DE LEON
Beaverton,OR
Summary
Dedicated professional with strong interpersonal skills and a goaloriented mindset. Proven ability to enhance client retention through effective relationship management and streamlined processes. Passionate and professional Representative leads outreach efforts, strategic direction and day-to-day function management. Proven talent at building relationships and influencing others to gain support and commitment. Excellent presentation and communication skills and comfort working in fast-paced environment.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Rep, Fin Solutions
First Tech Federal Credit Union
Beaverton, OR
05.2026 - Current
- Managed customer accounts and processed transactions efficiently.
- Assisted clients with loan applications and account inquiries.
- Collaborated with team members to enhance customer service quality.
- Resolved customer issues promptly, ensuring satisfaction and loyalty.
- Provided customer service to bank clients, answering inquiries and resolving complaints.
Member Relationship Officer
OnPoint Community Credit Union
Beaverton, USA
06.2024 - 03.2026
- Assisted members with account inquiries, ensuring prompt and accurate resolution of issues.
- Educated members on products and services, enhancing overall member engagement and satisfaction.
- Processed loan applications, adhering to credit union policies and maintaining compliance standards.
- Collaborated with team members to streamline processes, improving efficiency in service delivery.
- Conducted regular follow-ups with members, fostering strong relationships and promoting retention efforts.
- Delivered exceptional member service by resolving inquiries and addressing account issues efficiently.
Branch Service Specialist
OnPoint Community Credit Union
Beaverton, USA
09.2022 - 06.2024
- Processed transactions accurately, ensuring compliance with credit union policies and regulations.
- Educated members on financial products and services to enhance awareness and usage.
- Collaborated with team members to streamline branch operations and improve workflow efficiency.
- Processed customer transactions accurately and efficiently, ensuring compliance with financial regulations.
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
Teller
OnPoint Community Credit Union
Beaverton, USA
02.2022 - 09.2022
- Assisted in training new tellers on operational procedures and best practices.
- Maintained cash drawer accuracy through diligent monitoring and reconciliation processes.
Education
Associate of Applied Science - Business Administration
Clackamas Community College
Clackamas, OR05.2028
High School Diploma -
Health And Science High School
Beaverton, ORSkills
- Goal-oriented mindset
- Customer service
- Account management
- Team collaboration
- Professionalism and etiquette
- Client retention strategies
- Performance tracking
- Dependability and honesty
- Strong work ethic
- Punctuality
- Team collaboration and independence
- Interpersonal skills
- Bilingual communication (Spanish and English)
- Microsoft Office proficiency
Certification
Notary, 12/27
Languages
- Spanish
- English, Native or Bilingual
- Spanish, Native or Bilingual
Timeline
Rep, Fin Solutions
First Tech Federal Credit Union
05.2026 - Current
Member Relationship Officer
OnPoint Community Credit Union
06.2024 - 03.2026
Branch Service Specialist
OnPoint Community Credit Union
09.2022 - 06.2024
Teller
OnPoint Community Credit Union
02.2022 - 09.2022
Associate of Applied Science - Business Administration
Clackamas Community College
High School Diploma -
Health And Science High School