Jessica E. Eckels
Baldwin
Summary
Hardworking, multi-tasking Marketing Director with over 20 years of Credit Union experience. Responsible in the development and implantation of the marketing plan for the credit union. Provide research activities on marketing trends within the industry. Recommend marketing strategies. Perform a variety of creative and supportive duties related to the marketing function within the credit union. To further assist the Credit Union, I have recently taken on the role of a Loan Officer and Fraud Specialist as well as the Director of Marketing.
Overview
26
26
years of professional experience
Work History
Director of Consumer Lending
Town Of Hempstead Employees Federal Credit Union
2023.01 - Current
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Streamlined the lending process, reducing turnaround time and improving efficiency in loan approvals.
- Oversaw the development of new lending products, ensuring compliance with regulatory requirements while meeting customers'' needs.
- Optimized underwriting guidelines, resulting in improved decision-making accuracy for loan applications.
- Conducted regular audits of lending procedures to ensure adherence to established policies and regulations.
- Trained newly hired employees to provide information regarding processes, procedures and deadlines.
- Oversaw entire loan process to provide each client received exceptional service.
- Developed strategic plans for day-to-day financial operations.
- Increased loan portfolio growth by developing and implementing strategic lending initiatives.
- Enhanced customer satisfaction by providing tailored financial solutions for individual client needs.
Fraud Specialist
Town Of Hempstead Employees Federal Credit Union
2019.03 - Current
- Comprehensive knowledge of the types of credit and debit frauds
- Review reports and individual transactions which appeared suspicious to uncover possible fraudulent activity
- Contact members directly to notify of fraudulent activity and minimize impacts
- Blocked credit and debit cards immediately after receiving calls from customers about theft and loss
- Monitor fraud detection reports and review high-risk transactions
- Report fraudulent activity and disputes to Visa
- Outstanding communication, interpersonal, and coordination skills
- Remarkable computer and research skills
- Participated in group discussions with team members to develop new ways to combat fraud
Director of Marketing
Town of Hempstead Employees Federal Credit Union
2014.09 - Current
- Implement the overall marketing plan for the credit union
- Research industry trends and demographics in the field of membership and development recommends for products and services or marketing programs
- Recommend marketing strategies
- Perform a variety of creative and support duties related to the marketing function with the credit union
- Coordinate production of the marketing materials, including printing, direct mail, premium items, logo apparel, etc
- Manage vendor relationships and contracts for the production of marketing materials
- Handle member inquires about promotional and marketing programs
- Assist with the development of new business for the credit union. Cultivate new, and maintain existing, relationships for all facets of corporate sponsorship, individual members, auto dealers, fire departments and other groups
- Attend various meetings in the community and/or at trade associations to develop business prospects and promote the credit union
- Executed updated marketing plans to increase branding exposure, customer traffic and sales
- Managed social media campaigns and accounts for diverse range of clientele
Loan Officer
Town Of Hempstead Employees Federal Credit Union
2019.05 - 2022.12
- Meet with applicants to obtain information for loan applications and answer questions about the process
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information
- Review and update credit and loan files
- Review loan agreements to ensure that they are complete and accurate according to policy
- Compute payment schedules
Manager
Riko's Pizza Of Levittown
2020.08 - 2021.12
- Immediately resolved issues with patrons by employing careful listening and communication skills.
- Pitched in to help host, waitstaff and bussers during exceptionally busy times such as dinner hour.
- Recruited and hired employees offering talent, charisma and experience to restaurant team.
- Supervised all areas of restaurant to keep it clean and well-maintained.
- Kept restaurant compliant with all federal, state and local hygiene and food safety regulations.
- Motivated staff to perform at peak efficiency and quality.
Administrative Assistant Accounting
Town of Hempstead Employees Federal Credit Union
2012.10 - 2014.08
- Order and distribute office supplies while adhering to a fixed office budget
- Manage office supplies, vendors, organization and upkeep
- Perform accounts receivable duties including invoicing, researching chargebacks, discrepancies and reconciliations
- Balance monthly general ledger accounts to accurately record cost and month end accruals
- Create daily and weekly cash reports for accounting management on XP systems, Microsoft and Excel
- Daily Deposit: Balancing the negotiable instruments and scanning to the clearing house
- Generated monthly and quarterly financial reports to inform senior management and stakeholders
- Drafted computer-generated checks and prepared for distribution
- Opened, sorted and responded to routine correspondence on behalf of business leaders to facilitate communication and streamline processes
- Prepared and updated office records, spreadsheets and presentations to support executive needs and enhance office efficiency
Branch Supervisor
Town of Hempstead Employees Federal Credit Union
2004.07 - 2012.10
- Oversaw the Branch and Member Service Representatives.
- Maintained confidentiality of bank records and client information
- Provided new employees with training to develop the skills to become a Member Service Representative
- Identify and return counterfeit money to the Federal Government
- Vault Teller
- Assigned individual roles and tasks, as well as monitoring employees for security, compliance and performance
- Managed teller and member service representative schedules
- Managed departmental inventory and supply ordering
Member Services Representative
Town of Hempstead Employees Federal Credit Union
1999.07 - 2004.07
- Maintained friendly and professional member interactions
- Answered telephone inquiries regarding banking products, policies and procedures including, but not limited to, checking, savings, loans and lines of credit inquiries.
- Executed routine bank transactions; wire transfers, stop payments and account transfers
- Prepared, sorted and distributed Teller reports to appropriate branches
- Sold cashier's checks, traveler's checks and money orders
- Collected member loan payments
- Executed member transactions, including deposits, withdrawals, money orders and checks
Administrative Assistant of Communications
Town of Hempstead Employees Federal Credit Union
1998.06 - 1999.06
- Answered and managed incoming and outgoing calls while recording accurate messages
- Directed guests and routed deliveries and courier services
- Opened and properly distributed incoming mail
- Assisted in the distribution of inter-office mail and policy updates.
Education
High School Diploma - undefined
Baldwin Senior High School
Baldwin, NY1999
Skills
- Excellent communication skills
- Database management
- Accounting familiarity
- Invoice processing
- Familiar with Microsoft word and Excel
- Strong customer relations
- Promoting additional products
- Adobe InDesign and Photoshop
- Filing and data archiving
- Excellent time management skills
- Exceptional organization
- Facilitating meetings with staff and clients
- Time management
- Billing and Invoicing
- Scheduling and calendar management
- Record keeping
- Business Administration
- Multi-line phone proficiency
References
Theresa Margiotta
Real Estate Specialist, Town of Hempstead Employees Federal Credit Union
516-867-2828
Robert G. Muir
C.E.O., Town of Hempstead Employees Federal Credit Union
516-867-4730
Timeline
Director of Consumer Lending
Town Of Hempstead Employees Federal Credit Union
2023.01 - Current
Manager
Riko's Pizza Of Levittown
2020.08 - 2021.12
Loan Officer
Town Of Hempstead Employees Federal Credit Union
2019.05 - 2022.12
Fraud Specialist
Town Of Hempstead Employees Federal Credit Union
2019.03 - Current
Director of Marketing
Town of Hempstead Employees Federal Credit Union
2014.09 - Current
Administrative Assistant Accounting
Town of Hempstead Employees Federal Credit Union
2012.10 - 2014.08
Branch Supervisor
Town of Hempstead Employees Federal Credit Union
2004.07 - 2012.10
Member Services Representative
Town of Hempstead Employees Federal Credit Union
1999.07 - 2004.07
Administrative Assistant of Communications
Town of Hempstead Employees Federal Credit Union
1998.06 - 1999.06
High School Diploma - undefined
Baldwin Senior High School
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