Katherine Perkins
Loan Service Specialist
Turlock,California
Summary
Driven Lending and Sales Advisor with expertise in loan processing, customer relationship management, and conflict resolution. Proven track record of enhancing client satisfaction and training staff to ensure high-quality service.
Overview
15
15
years of professional experience
Work History
Lending and Sales Advisor
Valley First Credit Union
Modesto, California
02.2020 - Current
- Processed loan applications and conducted credit assessments to support member transactions.
- Resolved member concerns with professionalism and efficiency, enhancing client satisfaction.
- Assisted members with account inquiries and tailored product recommendations.
- Maintained accurate records of transactions and member interactions for compliance.
- Trained new staff on policies, procedures, and customer service techniques to ensure quality.
- Developed relationships with clients using contact management systems to increase sales revenue.
- Executed cold calling campaigns to generate leads for prospective clients.
- Collaborated with teams to improve service delivery and address customer needs.
Member Service Representative
Valley First Credit Union
Turlock, CA
06.2010 - 02.2020
- Assisted members with account inquiries and transaction processing efficiently.
- Educated members on available credit union products and services.
- Resolved member concerns through effective communication and problem-solving.
- Processed loan applications while supporting underwriting procedures.
- Maintained accurate member records within banking software.
- Collaborated with team to enhance service delivery processes.
- Trained new staff on member service best practices and tools.
- Ensured compliance with credit union policies during all transactions.
Education
High School Diploma -
Belton High School
Belton, TX05-1992
Skills
- Loan processing and credit assessment
- Customer relationship management
- Compliance and regulatory maintenance
- Product recommendations and upselling
- Sales strategy and pipeline management
- Team collaboration and conflict resolution
- Client engagement and effective communication
- Data accuracy and customer service experience
Affiliations
- Family Oriented Activities including camping, hiking and dirt biking.
- Active member in local church.
Accomplishments
- As a Member Service Specialist between 2010 - 2020 I received multiple awards for sales including 4 quarters in a row as top sales person. This ensured my position as a Lending Sales Advisor once the position became available in 2020.
- Upon taking the position as a LSA in 2020 I have consistently over produced my peers becoming the top producer in my department.
- In June 2025 my production number surpassed 1.5 million, far surpassing the required monthly goal of $900,000 becoming the first LSA to ever achieve that goal. I continued this achievement for July and then achieved a new even higher record of 2.0 million for August 2025.
Timeline
Lending and Sales Advisor
Valley First Credit Union
02.2020 - Current
Member Service Representative
Valley First Credit Union
06.2010 - 02.2020
High School Diploma -
Belton High School