Jodi Lyon Ege
Hollywood,FL
Summary
Motivated Member Relationship Specialist with a proven track record at We Florida Financial CU, excelling in member satisfaction and cross-selling through exceptional communication and comprehensive product knowledge. Skilled in analyzing financial situations, managing priorities, and enhancing member relations, I've contributed to process improvements as needed and fraud prevention.
Have been in banking for over 35 years and I am very knowledgeable with banking and credit union procedures and policies.
Overview
23
23
years of professional experience
Work History
Member Relationship Specialist
We Florida Financial CU
Pembroke Pines, FL
10.2001 - 05.2024
- Achieved high levels of member satisfaction through listening and effective problem solving skills.
- Identified cross-selling opportunities through an understanding of members financial situations and needs.
- Managed multiple tasks simultaneously, prioritizing responsibilities based on urgency and importance.
- Opening new and maintaining relationships.
- Taken applications and closed the following types of loans: Personal, CD, Auto, Motorcycle, Boat and RV, Private sales and HELOC's. I have also taken mortgage applications as well as credit car applications.
- Experience in reading credit reports and explaining debt to income ratios and the calculation of loan to values on the collateral in question.
- Fraud prevention and OFAC compliance, Regulations.
- Selling of all products offered on consumer lending loans such as Extended Warranty, GAP, Auto Essentials and Credit Life and Disability coverage.
- Proactive in implementing changes to processes and procedures to benefit the company as well as the members.
Education
High School Diploma -
Western High School
Davie, FL08.1984
Skills
- Exceptional communication
- Product Knowledge
- Performance Tracking
- Member relations
- Teamwork and Collaboration
- Customer Service
- Work Prioritization
- Professional telephone demeanor
- Sales and Upselling
Timeline
Member Relationship Specialist
We Florida Financial CU
10.2001 - 05.2024
High School Diploma -
Western High School