Summary
Overview
Work History
Education
Skills
Accomplishments
Traveling, hiking, thrill seeker and time with friends and family
Timeline
Generic

Karen Goodman

Vancouver,Washington

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.

Overview

5
5
years of professional experience

Work History

Financial Representative

Fidelity Investments
01.2022 - 09.2023
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Met with customers to assess needs, financial status and eligibility.
  • Received customer applications and followed up with clients to obtain missing information before submission.
  • Reviewed community and industry markets to increase number of clients and expand overall market share.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

Loan Officer Assistant

Umpqua Bank
06.2020 - 12.2022
  • Answered inquiries and provided superior customer service to clients.
  • Set up files using loan officer checklist and submitted on-time for processing.
  • Communicated with customers daily to request information and complete paperwork.
  • Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Monitored key dates to obtain information by deadlines.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Assembled important paperwork and disclosures for borrower.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Liaised with clients to guide through loan closing process and skillfully handle any concerns.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.

Financial Services Representative

Columbia Credit Union
06.2018 - 07.2020
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Proactively identified solutions for customers experiencing credit issues.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.

Education

Associate of Science - General

Clark College
Vancouver, WA
06.1995

High School Diploma -

Columbia River High School
Vancouver, WA
06.1993

Skills

  • Customer Transactions
  • Loan Documentation
  • Client Servicing
  • Service Connections
  • Sales Expertise
  • Retail Mortgages
  • Cash Handling

Accomplishments

  • Achieved Excellence of Action Award at Fidelity Investments for being "Customer Obsessed" nominated by my peers, my first quarter of employment
  • Achieved Culture Champion Award at Fidelity Investments for always being mindful of my peers and clients needs nominated by my peers, the second quarter of my employment

Traveling, hiking, thrill seeker and time with friends and family

I have hiked Mt St Helens and for my birthday I recently experienced sky diving for the first time. Both were amazing and I cannot wait to do both again!!! I love to travel, Seoul, Korea, (where I was born) is at the of my bucket list. I was adopted as an infant and have not been back yet, I plan to visit Canada, New Zealand and Japan as well, just to name a few.

Timeline

Financial Representative

Fidelity Investments
01.2022 - 09.2023

Loan Officer Assistant

Umpqua Bank
06.2020 - 12.2022

Financial Services Representative

Columbia Credit Union
06.2018 - 07.2020

Associate of Science - General

Clark College

High School Diploma -

Columbia River High School
Karen Goodman