Overview
Work History
Education
Skills
Associations
Professional Projects
Timeline
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John-Mark McKethan

Waco,TX

Overview

15
15
years of professional experience

Work History

Loan Officer/Insurance Agent

Educators Credit Union
Waco, TX
11.2022 - Current
  • Reviewed credit histories, income statements, and other financial information of loan applicants.
  • Approved or denied loan applications based on established guidelines.
  • Started ECU's insurance agency as sole insurance agent
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Developed and maintained relationships with potential customers to increase loan business.

Loan Officer/Branch Manager/Documunt Retention Manager

Educators Credit Union
Waco, TX
06.2016 - 11.2022
  • Reviewed credit histories, income statements, and other financial information of loan applicants.
  • Approved or denied loan applications based on established guidelines.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Identified opportunities for cross-selling additional products and services.
  • Performed quality assurance reviews on all closed loans for compliance purposes.
  • Monitored daily activities within the branch including cash flow management, teller transactions, account openings and closings.
  • Resolved customer complaints promptly and efficiently while ensuring excellent customer service standards.
  • Organized training sessions for new employees on proper banking procedures and regulations.
  • Conducted regular meetings with employees to discuss goals and performance issues.

Loan Processor/Assistant Branch Manager/Document Retention Manager

Educators Credit Union
Waco, TX
04.2015 - 06.2016
  • Submitted loan applications to underwriting department for review and approval process.
  • Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
  • Monitored progress of each loan application from start to finish ensuring timely completion.
  • Calculated income, assets and liabilities to meet lender requirements.

Accounting Clerk/Document Retention Manager

Educators Credit Union
Waco, TX
02.2013 - 04.2015
  • Prepared monthly and year-end closing statements, financial documents and invoices.
  • Processed both outgoing and incoming payments and invoices.
  • Supported clerical and administrative needs of senior department staff.
  • Performed ACH origination functions, including batch creation, balancing, and submission to the Federal Reserve Bank.
  • Conducted audits of all check batches received from the bank before processing them.

Teller (Part-Time)

Educators Credit Union
Waco, TX
11.2012 - 02.2013
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Balanced cash drawers on a daily basis.
  • Provided exceptional customer service while accurately processing routine transactions.

Inter-Library Loan Clerk

Baylor University
Waco, TX
09.2010 - 07.2011
  • Search the stacks and scanned documents for Inter-Library Loan Department at Baylor University
  • Delivered materials to various departments that came from other institutions
  • Helped the Poage Library in the accumulation of products for research assignments

College Program Intern

Walt Disney World
Lake Buena Vista, FL
05.2009 - 01.2010
  • Attractions Attendant
  • Resolved guest concerns or complaints and kept supervisors informed of escalating situations.
  • Served guests with enthusiastic, helpful demeanor to promote positive, memorable experiences.
  • Educated patrons on facilities, entertainment options and rules and regulations.

Education

Master of Arts - History

University of Nebraska - Kearney
12-2024

Bachelor of Arts - History

Baylor University
Waco, TX
12-2011

Skills

  • Financial Stewardship: Nearly ten years of stewardship of Educators Credit Union
  • Loan Decisioning: Half a decade of analyzing and approving loan applications
  • Managing: Four years of managing experience
  • Accounting: Two years of accounting work experience
  • Computer Literate: Database Administration, System Administration, Microsoft Office, Wisdom Accounting Suite
  • Customer Service
  • Library Research Experience
  • Museum Exhibit Creation

Associations

  • American Society for Church History
  • The Society for Historians of the Gilded Age and Progressive Era Member
  • Conference on Latin American History

Professional Projects

  • "We Were Here: The People of the Frank Museum", Frank Museum Kearney, Nebraska, December 2023

            -   Omeka exhibit focusing on the patients and staff of the Nebraska State Hospital of Tuberculosis

Timeline

Loan Officer/Insurance Agent

Educators Credit Union
11.2022 - Current

Loan Officer/Branch Manager/Documunt Retention Manager

Educators Credit Union
06.2016 - 11.2022

Loan Processor/Assistant Branch Manager/Document Retention Manager

Educators Credit Union
04.2015 - 06.2016

Accounting Clerk/Document Retention Manager

Educators Credit Union
02.2013 - 04.2015

Teller (Part-Time)

Educators Credit Union
11.2012 - 02.2013

Inter-Library Loan Clerk

Baylor University
09.2010 - 07.2011

College Program Intern

Walt Disney World
05.2009 - 01.2010

Master of Arts - History

University of Nebraska - Kearney

Bachelor of Arts - History

Baylor University
John-Mark McKethan