Jordan Toubl
Beloit
Summary
Results-oriented professional with experience in lending and account management. Skilled in data analysis and maintaining accurate records, contributing to streamlined processes and enhanced customer satisfaction. Aiming to leverage strengths in collaborative environments to drive operational efficiency.
Overview
2
2
years of professional experience
Work History
Lending Specialist
Park City Credit Union
Rhinelander
2026.05 - Current
- Assisted members with loan applications and documentation processes.
- Evaluated credit reports to determine loan eligibility for applicants.
- Explained loan products and terms to enhance member understanding.
- Collaborated with team members to streamline lending processes.
- Maintained accurate records of loan transactions and member interactions.
- Provided exceptional customer service to ensure member satisfaction and trust.
New Account Specialist
Park City Credit Union
Rhinelander
2026.03 - 2026.05
- Facilitated account openings and inquiries for financial services, ensuring compliance with banking regulations.
- Processed documentation for new accounts while maintaining regulatory standards.
- Educated customers on available credit union products and services.
- Maintained accurate records of customer interactions and account specifics.
- Resolved member issues related to new accounts through clear communication.
- Utilized banking software to efficiently manage account information and transactions.
- Analyzed customer feedback surveys to pinpoint service delivery improvement areas.
- Cultivated client relationships by delivering exceptional customer service during account setup.
Member Service Representative
CoVantage Credit Union
Rhinelander
2024.02 - 2025.06
- Assisted members with account inquiries and transactions.
- Provided support to members regarding account inquiries, processing transactions, and resolving issues.
- Educated clients on credit union products and services.
- Provided guidance to members on how best to use products or services offered by the organization.
- Processed loan applications and facilitated approvals.
- Resolved member complaints and provided effective solutions.
Education
High School Diploma -
Beloit Memorial High School
Beloit2023-06
Skills
- Account management
- Credit assessment
- Relationship building
- Data analysis
- Team collaboration
- Documentation management
- Time management
- Customer data management
Timeline
Lending Specialist
Park City Credit Union
2026.05 - Current
New Account Specialist
Park City Credit Union
2026.03 - 2026.05
Member Service Representative
CoVantage Credit Union
2024.02 - 2025.06
High School Diploma -
Beloit Memorial High School