Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

Jennifer Roith Eastman

Shoreview,MN

Summary

Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Front Desk Coordinator

Walser Polar Mazda / Walser Automotive Group
04.2025 - Current
  • Answered customer telephone calls promptly and appropriately handled needs.
  • Handled assignments independently with good judgement and critical thinking skills.
  • Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to appropriate Customer Specialists.
  • Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
  • Contributed positively to the workplace environment through friendly interactions with colleagues while promoting teamwork.

Senior Member Service Officer

Unity One Credit Union
04.2013 - 03.2024
  • Strengthening Member relationships through empathy and active listening resulting in exceptional personalized service not only through the lending process.
  • Educated Members (potential) about various loan options, helping them to make informed decisions that fit their financial goals.
  • Evaluated Complex borrower profiles to determine creditworthiness and make informed lending decisions.
  • Monitored compliance with regulatory requirements throughout loan processes, preventing any legal or financial penalties fo the institution.
  • Assisted Members in understanding unfamiliar lending terms and conditions to make informed decisions.
  • Capable of managing daily branch operations including but not limited to: currency ordering & balancing, vault control.
  • Was 1 of 2 person quarterly audit team, processed returned items, sent domestic and international wire transfers, opened new member accounts
  • Conducted thorough audits of loan files to ensure compliance with regulatory standards.
  • Monitored adherence to privacy policies within the branch, ensuring confidential information was properly protected at all times.
  • Processed all Levies & Garnishments in Minnesota
  • Enhanced member satisfaction by providing exceptional service and resolving complex issues in a timely manner.

Education

High School Diploma -

Forest Lake Senior High School
Forest Lake, MN
1989

Skills

  • Exceptional member service
  • Cross-selling
  • Adaptability and flexibility
  • Task prioritization
  • Product knowledge
  • Exceptional communication
  • Loan processing
  • Problem-solving skills
  • Active listening
  • Relationship building and management
  • Documentation review
  • Risk management assessments
  • Regulatory compliance
  • Analytical and critical thinking

Certification

  • How to Respond to Subpoenas, Summons, Garnishments & Levies Training - Minnesota Credit Union Network 2/27/2024
  • BSA Compliance- 2013 - 2024

Interests

  • Baking

-A good friend once told me that she knew I was happy if I was baking cookies It's true, baking is my happy place

  • Road Trips

-Whenever possible we enjoy road trips to visit my children in Virginia From there exploring the southern united states

  • Vintage MCM

-Buying and selling vintage If it was in my Grandmothers or Mother's kitchen, I want it

  • Volunteer Work

-Recently have become active with "TC Suburbs Rise Up (North)"

-Since 2007 Volunteer yearly with the Upper Midwest MS Society in a support position for the 3 day MS 150 Bike tour

-During employment at Unity One CU I've organized several successful "back to school supply drives"

Timeline

Front Desk Coordinator

Walser Polar Mazda / Walser Automotive Group
04.2025 - Current

Senior Member Service Officer

Unity One Credit Union
04.2013 - 03.2024

High School Diploma -

Forest Lake Senior High School

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