Detail-oriented professional with expertise in credit analysis and policy compliance. Proven track record in streamlining processes and enhancing operational efficiency within financial services.
Overview
6
6
years of professional experience
Work History
Personal Financial Officer
Service First Federal Credit Union
Sioux Falls, SD
10.2025 - Current
Supported daily operational functions, contributing to efficient financial transactions and member services
Collaborated with team members to streamline processes for loan approvals and member communications
Monitored account activities to identify discrepancies and recommend corrective actions
Ensured regulatory compliance by staying up-to-date with changing financial rules and regulations, implementing necessary adjustments promptly.
Evaluated credit reports to determine borrower eligibility for loan products.
Assisted clients in completing loan applications and gathering necessary documentation.
Manager on Duty/Member Center Auditor
Wright-Patt Credit Union
Xenia, OH
10.2023 - 08.2025
Managed daily operations to maintain compliance with credit union policies and procedures.
Coordinated staff schedules to optimize service levels and enhance member experience.
Trained team members on customer service protocols and operational efficiencies.
Monitored branch performance metrics to identify areas for process improvement.
Implemented training programs that improved employee knowledge of financial products and services.
Evaluated risk management processes, ensuring alignment with industry standards and organizational policies.
Conducted comprehensive internal audits to identify discrepancies and enhance compliance with financial regulations.
Member Experience Representative II / Head Teller
Wright-Patt Credit Union
Xenia, OH
12.2022 - 08.2025
Supervised daily cash handling and ensured compliance with bank policies.
Trained and mentored new tellers on operational procedures and customer service excellence.
Streamlined workflow processes to enhance efficiency and reduce transaction times.
Managed and resolved complex customer inquiries, fostering positive relationships.
Mentored team members, enhancing customer service skills and operational efficiency.
Assisted branch management in implementing new policies and procedures, ensuring smooth transitions for both staff and clients.
Maintained up-to-date knowledge of federal regulations affecting monetary transactions, ensuring full compliance across all activities.
Shift Lead
Jersey Mike's Subs
Springboro, OH
03.2021 - 07.2022
Trained and mentored new team members on operational procedures and customer service excellence.
Implemented process improvements, enhancing efficiency in food preparation and service delivery.
Supervised daily operations, ensuring compliance with health and safety standards.