Jennifer Lacy
Longview,TX
Summary
Dynamic Loan Officer and Management Associate with a proven track record at Credit Union of Texas and Peltier Kia of Longview. Excelled in relationship building and financial advising, achieving significant revenue growth and customer satisfaction. Skilled in database management and fostering team performance, with a knack for innovative problem-solving and process improvement.
Overview
2025
2025
years of professional experience
Work History
Loan Officer
Credit Union of Texas
- Consulted with clients on the best loan options for their requirements, leading to increased satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Examined customer loan applications for loan approvals and denials.
Management Associate
Peltier Kia of Longview
10.2019 - 03.2024
- Achieved significant revenue growth by devising targeted marketing strategies that catered to specific customer segments.
- Boosted sales performance with strategic planning efforts focused on improving market penetration and expanding customer base.
- Enhanced overall team performance by providing consistent coaching, constructive feedback, and targeted training.
- Cultivated a positive work environment that promoted employee engagement, motivation, and retention.
- Managed cross-functional teams effectively, fostering collaboration and communication towards achieving common objectives.
- Optimized resource allocation to maximize operational effectiveness without compromising quality standards or customer satisfaction levels.
- Ensured timely delivery of high-quality services by setting clear expectations and monitoring progress closely.
- Led project teams successfully from inception to completion within the given timeframes and budgets.
- Implemented innovative solutions to address complex business challenges, resulting in increased efficiency and productivity.
- Developed strong relationships with clients to ensure long-term growth and loyalty for the company.
- Drove process improvements through regular evaluation of existing systems, policies, and procedures.
- Increased profitability by identifying cost-saving opportunities and implementing budget controls.
- Enhanced employee skill sets with effective training programs tailored according to individual needs.
- Streamlined operations by implementing efficient management strategies and workflow processes.
- Strengthened internal communications through regular team meetings, updates, reports which improved coordination among departments.
- Oversaw training and onboarding process for all newly hired employees.
- Evaluated current processes to develop improvement plans.
Education
Graphic Design
Skills
- Database management
- Relationship building and management
- Documentation review
- Financial advising
- Sales expertise
- Client relations
- Credit analysis
- Customer service-focused
- Loan servicing
- Consumer lending
- Negotiation techniques
- Financial services
- Banking
- Risk management assessments
- Financial counseling
- Credit
- Credit scoring
- Regulatory compliance
- Document analysis
- Portfolio management
- Loans
- Friendly
- Terms negotiation
- Financial transactions expertise
- Credit assessment
- Financial assessment
- Excellent time management
- Application status reviews
- Applicant communication
- Reliable
- Loan application management
- Customer service
- Analytical and critical thinking
- Attention to detail
- Credit history review
- Data entry
- Loan processing coordination
- Financial history analysis
- Client counseling
- Bank product marketing
- Application review
- Decision-making
- Application verification
- Customer relations
- Creditworthiness determination
- Basic mathematics
- Payment schedule computation
- Financial history review
- Eligibility determination
- Process improvement
Timeline
Management Associate - Peltier Kia of Longview
10.2019 - 03.2024
Loan Officer - Credit Union of Texas
Kilgore College - , Graphic Design
Similar Profiles
Jason McPheeJason McPhee
Assistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit UnionAssistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit Union
LAURA ROSSLAURA ROSS
Mortgage Processing Manager at Credit Union of Texas, Texas Mortgage Lending,CUSOMortgage Processing Manager at Credit Union of Texas, Texas Mortgage Lending,CUSO
Esteban GarzaEsteban Garza
Bank Teller at CREDIT UNION OF TEXASBank Teller at CREDIT UNION OF TEXAS
Miranda CarreraMiranda Carrera
IT Help Desk Technician at Credit Union of TexasIT Help Desk Technician at Credit Union of Texas
Mary ScottMary Scott
Assistant Martial Arts Instructor at Longview Martial Arts AcademyAssistant Martial Arts Instructor at Longview Martial Arts Academy