Results-driven financial services professional with proven experience leading teams, training employees, and delivering high-quality member service in high-volume environments. Strong communicator with a leadership mindset, operational focus, and commitment to developing people, improving processes, and achieving organizational goals.
Overview
7
7
years of professional experience
Work History
Member Service Representative III / Mortgage Loan Originator
Navy Federal Credit Union
Killeen
12.2019 - Current
Serve as a senior-level representative in the busiest Navy Federal branch worldwide, supporting daily operations and service excellence
Train, coach, and mentor new employees to ensure consistent performance and adherence to policies
Complete mortgage applications accurately while maintaining compliance and risk awareness
Lead complex and escalated member interactions with professionalism, empathy, and sound judgment
Partner with leadership and cross-functional teams to resolve member issues and improve service outcomes
Leadership & Recognition: Richard E. Cobb Award for Excellence in Member Service
Top RealtyPlus Performer (multiple times)
BSA Champion
DEP Presenter
Boys & Girls Club Financial Education Presenter
Warehouse Manager / Purchaser
HMT Electric
San Diego
01.2019 - 06.2019
Managed warehouse operations, inventory control, and purchasing activities
Designed and implemented a new inventory management system to improve accountability and efficiency
Developed standard operating procedures (SOPs) for warehouse processes
Trained foremen and warehouse staff on new systems and operational standards
Prepared operational reports for foremen and field management
Education
History
San Diego Miramar College
San Diego, CA
Skills
Team Leadership & Coaching
Employee Training & Development
Customer & Member Experience Management
Mortgage Lending & Compliance
Conflict Resolution & Escalation Handling
Process Improvement & SOP Development
Communication & Public Speaking
Problem Solving & Operational Support
Timeline
Member Service Representative III / Mortgage Loan Originator