Julia Baker
Vineyard,UT
Summary
Motivated and customer-focused professional with over two years of experience in sales, financial services, and mentorship roles. Proven ability to build rapport with clients, support personal development, and provide tailored solutions in fast-paced environments. Experienced in opening personal and loan accounts, guiding clients toward financial health, and delivering outstanding customer service. Dedicated to growth, communication, and creating positive client experiences across diverse industries.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Peer Mentor
New Haven
Spanish Fork, US
12.2024 - Current
- Support and accountability.
- Encouragement and motivation.
- Skill development.
- Take the girls out to do therapeutic activities
Loan Officer
Mountain America Credit Union
Provo, US
07.2024 - 12.2024
- Open personal accounts (checking, savings, certificates, etc)
- Open loans (Credit, Auto, Personal, HELOCS)
- Help members with their financial health and assist them in achieving their financial goals
Universal MSR
Utah Community Credit Union
Provo, US
12.2022 - 11.2023
- Open personal accounts (checking, savings, certificates, etc)
- Open loans (Credit, Auto, Personal, HELOCS)
- Help members with their financial health and assist them in achieving their financial goals
- Teller transactions
Sales Associate
Beaches Tanning Salon
Orem, Utah
05.2022 - 12.2022
- Assisted teammates with sales-processing tasks to meet daily sales goals.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Described merchandise and explained use, operation and care.
Education
NMLS -
07.2025
Digital Media Certificate -
Mountainland Technical College
04.2025
Skills
- Sales Experience
- Customer service
- Loan Officer Experience
- Multilingual
- Office experience
- Digital design
Certification
- Mountainland Technical College Digital Media Certificate, 01/01/24, Present
- NMLS, 07/01/24, 07/01/25, NMLS is a nationwide mortgage license
Languages
- Portuguese, Fluent
- Spanish, Intermediate
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Peer Mentor
New Haven
12.2024 - Current
Loan Officer
Mountain America Credit Union
07.2024 - 12.2024
Universal MSR
Utah Community Credit Union
12.2022 - 11.2023
Sales Associate
Beaches Tanning Salon
05.2022 - 12.2022
NMLS -
Digital Media Certificate -
Mountainland Technical College