Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
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KATHRINE JONES

Middleburgh,NY

Summary

With a proven track record at First New York Federal Credit Union, I excel in consumer lending and customer service, enhancing loan application processes and member experiences. My expertise in debt management and commitment to teamwork have driven consistent growth, showcasing my ability to navigate complex financial environments and achieve results.

Overview

13
13
years of professional experience

Work History

CONSUMER LOAN EXPERT

First New York Federal Credit Union
ALBANY, NY
02.2021 - Current
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Improved loan applications and documentation by informing applicant of additional requirements.

Member Service Representative

First New York Federal Credit Union
ROTTERDAM, NY
10.2018 - 02.2021
  • Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
  • Consulted with customers regarding needs and addressed concerns.
  • Enhanced member relationships by providing excellent service during each interaction.
  • Answered member questions about products and services.
  • Reviewed new account applications to verify eligibility of prospective members.

TELLER

First New York Federal Credit Union
COBLESKILL, NY
06.2012 - 10.2018
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Adhered strictly to all security procedures related to handling money at the teller window.

Education

ASSOCIATES OF BUSINESS - Business Administration

State University of New York COBLESKILL
Cobleskill, NY
12-2007

Skills

  • Banking
  • Customer service-focused
  • Debt management
  • Team player
  • Loan application management
  • Consumer lending
  • Loan origination

Accomplishments

  • I received the Silver Star award in August of 2024 for being a team player.

Affiliations

  • In 2024 I volunteered with the credit union for Habitat for Humanity and I also was at the Albany Auto show to help highlight First New York with their awesome auto loan rates.

Timeline

CONSUMER LOAN EXPERT

First New York Federal Credit Union
02.2021 - Current

Member Service Representative

First New York Federal Credit Union
10.2018 - 02.2021

TELLER

First New York Federal Credit Union
06.2012 - 10.2018

ASSOCIATES OF BUSINESS - Business Administration

State University of New York COBLESKILL

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KATHRINE JONES