Assisting customers, employees and vendors by providing excellent communication, quick problem resolution and ensuring positive experiences
Accurately capturing customer order requests, verifying product availability and coordinating fulfillment of product
Precise data entry and retrieval tasks, ensuring information was up-to-date, accessible and well organized for daily administration operations
Tracking, organizing, stocking and ordering inventory
Accounting recording, analyzing, reconciling and reporting
Website monitoring, updating, securing and optimizing
Product research, development, production, and delivery
Assisting in setup, staffing and takedown of marketing booths at events and trade shows
Credit Support Specialist (Commercial Loan Division)
SELCO Community Credit Union
12.2004 - 04.2013
Responsibilities as a Commercial Credit Support Specialist included: Preparing, creating and scanning commercial loan documents and modifications. Creating and auditing member accounts. Adding and tracking all collateral for commercial loans. Tracking Insurance on all collateral, preparing insurance renewal requests and securing forced placed insurance on collateral if required. Balancing monthly general ledger accounts. Processing incoming and outgoing participation payments and advances. Reviewing analysis statements. Processing credit reports, flood determination reports and performing UCC searches. Ordering office supplies. Performing multiple system audits weekly, monthly and yearly. Preparing outgoing wire requests. Verifying payoff quotes. Retrieving and distributing office mail. Analyzing personal financial data. Providing support to commercial loan officers.
Responsibilities as a commercial member service representative included: Maintaining task lists. Processing check payments and advances. Balancing monthly general ledger accounts. Reviewing transaction journals from the previous day. Creating and auditing new member accounts. Processing account maintenance. Retrieving and disbursing office mail. Scanning change-in-terms documents. Booking and funding commercial loans on multiple systems. Performing commercial loan document audits. Processing closed commercial loan files. Reviewing and reporting on past due loan reports. Preparing advance sheets for commercial lines of credit. Preparing and submitting adverse action notices and processing commercial loan denial documents. Preparing billing statements. Preparing payoff quotes. Preparing weekly staff meeting packets. Tracking meeting minutes for weekly staff meetings. Preparing invoices for payment approvals. Performing notary public duties. Providing support to commercial loan officers.
Responsibilities as a call center financial solutions representative included: Handling inbound calls promptly and courteously while providing accurate information and assisting members. Providing and assisting members with financial product knowledge such as accounts, loans, credit cards and online banking functions. Identifying and assisting members with issues related to financial accounts, transactions and other services. Promoting new products. Assisting in research projects. Building and developing member relations. Assisting team members and other departments, as needed.
During my time with SELCO CCU I enjoyed volunteering through their innovative lunch buddy program which partnered with local grade school, Guy Lee Elementary for five consecutive years.
Education
University of Oregon
Eugene, OR
03.2004
High School -
North Eugene High School
Eugene, OR
06.2002
Skills
Commercial loan document retrieval & processing
Business & office administration
Business analysis and reporting
Database entry
File organization & maintenance
Document management
Telephone reception
Scheduling & calendar management
Report preparation
Inbound phone call handling
Spreadsheet development
Office supply & Inventory management
Expense reporting & processing
Billing and coding
Meeting planning
Financial services support
Maintaining accounting ledger
Problem resolution
Teamwork and collaboration
Staff training & development
Previous Employment
Early Rise Coffee and Tea, Eugene, OR (2004) – Barista
Cost Plus World Market, Seattle, WA (2004) – Cashier
Seattle’s Original Best Coffee House, Seattle, WA (2004) – Barista
The Beanery, Allann Bros., Eugene, OR (2003-2004) – Barista
McKenzie Athletic, Inc., Springfield, OR (2002-2003) – Merchandise Shipping Coordinator
Copeland Sports Superstore, Eugene, OR (2001-2002) – Cashier
Arlie and Company, Inc., Eugene, OR (2001-2002) – Secretary
Baskin-Robbins, Eugene, OR (2000) – Servicer/Cashier
Summary
I have had the pleasure of getting to know and assisting a diverse range of small businesses with their commercial loan needs. I have enjoyed working to provide financial solutions and customer service support to credit union members in a fast-paced call center environment. I have thrived in a variety of office administrative roles ranging from managing incoming phone calls, maintaining and organizing records, efficiently handling orders, invoices, shipments, mail and all manor of transactions, accurately executing billing and invoice processing to enjoying collaborating with others in an organization to provide excellent and seamless customer service. I have a dedicated and detail oriented approach to achieving consistent, high quality results for my employer and their costumers.
Timeline
Office Administrator
Aloha From Oregon
05.2013 - 08.2014
Credit Support Specialist (Commercial Loan Division)
Inventory Control Specialist/Inspector in Quality Assurance and Quality Control at Aloha Produce of Central OregonInventory Control Specialist/Inspector in Quality Assurance and Quality Control at Aloha Produce of Central Oregon