Joelle Delaney
Indianapolis,IN
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Member Relations Specialist
FORUM Credit Union
02.2023 - Current
- Enhanced member satisfaction by addressing and resolving concerns in a timely and professional manner.
- Boosted member retention rates by providing exceptional customer service, tailored to individual needs.
- Streamlined the onboarding process for new members, ensuring a positive first impression of the organization.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Ensured compliance with all federal and state regulations throughout the loan origination process.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Member Advisor
FORUM Credit Union
11.2021 - 02.2023
- Enhanced customer satisfaction by efficiently resolving issues and addressing inquiries.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Processed customer transactions promptly, minimizing wait times.
Program Assistant
Child Development Center, CDC
03.2018 - 01.2019
- Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
- Supported student learning objectives through personalized and small group assistance.
- Assisted lead teachers with lesson plan creation and materials development .
- Documented student progress and communicated with parents to keep informed.
- Attended training classes, parent conferences and faculty meetings to stay up-to-date on student progress.
Certified Nursing Assistant
La Jolla Nurses
05.2015 - 10.2017
- Improved patient care quality by monitoring and recording vital signs, fluid intake, and output.
- Assisted patients with daily living activities for enhanced comfort and wellbeing.
- Maintained a clean, safe environment by sanitizing surfaces, changing linens, and disposing of waste properly.
- Collaborated with nursing staff to create individualized care plans tailored to each patient''s needs.
- Built rapport with patients and families, providing emotional support during difficult times.
- Performed accurate documentation of patient information according to established protocols for record-keeping purposes.
Education
No Degree - Medical Assisting
Texas A&M University
College Station, TX02.2018
No Degree - Certified Nursing Assistant
Grossmont Health Occupations Center
Santee, CA05.2015
High School Diploma -
Santana High School
Santee, CA05.2014
Skills
- Technical Support
- Critical Thinking
- Time Management
- Attention to Detail
- Product Knowledge
- Relationship Building
Certification
- NMLS #2418666
NMLS # 2418666
Licensed to originate Mortgages
Additional Information
Notary Public, State of Indiana. Commission # NP0743359. Exp: 8/29/2030
Timeline
Member Relations Specialist
FORUM Credit Union
02.2023 - Current
Member Advisor
FORUM Credit Union
11.2021 - 02.2023
Program Assistant
Child Development Center, CDC
03.2018 - 01.2019
Certified Nursing Assistant
La Jolla Nurses
05.2015 - 10.2017
No Degree - Medical Assisting
Texas A&M University
No Degree - Certified Nursing Assistant
Grossmont Health Occupations Center
High School Diploma -
Santana High School
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