Overview
Work History
Education
Skills
Recognitions
References
Timeline
Generic

Katie Schneider

Gulf Breeze,FL

Overview

2
2
years of professional experience

Work History

Consumer Loans MSR II

Navy Federal Credit Union
08.2024 - Current
  • Proficient in using loan management systems including CORE, Loan Applications, Loan Servicing, and other related platforms
  • Expert in systems such as UAD, NICL, LOUI, Bluezone Sessions, HLC Notes, Internal Chat, Check Image Archives, and IBM Content Navigator, optimizing workflow and data management
  • Populates and examines loan data for compliance, completeness and reviews for additional information quickly and accurately
  • Advises members on loan financial practices and procedures, tailoring guidance to meet their needs while ensuring full adherence to policies
  • Provides counseling to members on loan options, loan status, and policies while ensuring confidentiality
  • Advises on collateral requirements, rates, and terms for secured loans, ensuring members are fully informed of loan conditions
  • Clarifies inquiries related to credit bureau reports and lending policies, providing clear explanations to members regarding loan decisions
  • Remains vigilant for potential fraud, quickly identifying and escalating concerns to safeguard member assets and organizational integrity
  • Training Byte Tracker insures all required training is accomplished for the team before the assignment due date
  • Acts as a Battle Buddy by training assigned teammate in areas designated by the supervisor, fostering a collaborative and knowledgeable team environment
  • Takes detailed notes during team meetings and efficiently distributes meeting summaries to teammates via email, ensuring clear communication and follow-up

Consumer Loans Contractor

Navy Federal Credit Union - Teksystems
01.2024 - 08.2024
  • Delivered positive member interactions by providing expert advice on products and services to both current and prospective members
  • Handled high-volume member requests efficiently, ensuring timely and effective responses
  • Adhered to Navy Federal contact center policies and procedures, while maintaining consistent service standards
  • Applied strong analytical skills and sound judgment to resolve member issues quickly and effectively
  • Proactively identified and anticipated member needs, driving first-call resolution and enhancing the overall member experience

Customer Service/Cashier

PetSence | West Marine | Target
06.2022 - 08.2023
  • Gained valuable customer service experience through various summer roles during college, developing strong communication and problem-solving skills
  • Resolved customer complaints with professionalism and empathy, fostering increased customer satisfaction and loyalty
  • Created a welcoming environment by addressing customer inquiries and providing detailed product information, ensuring customers felt valued and appreciated

Education

Certifications

Bachelor of Arts - Psychology

The University of West Florida
Pensacola, FL
08-2023

Associate of Science - Computer Science

The University of West Florida
Pensacola, FL
08-2023

Skills

  • Psychology degree enhances ability to engage effectively with staff, management, vendors, and members, fostering positive interactions in high-pressure environments
  • Computer Science degree strengthens capacity to analyze, interpret, and apply data swiftly and accurately, driving informed decision-making
  • Proven expertise in executing Navy Federal lending applications and services, utilizing active listening and multitasking skills to deliver an exceptional member experience
  • Demonstrated ability to meet goals and exceed objectives in fast-paced, dynamic settings, maintaining high productivity levels
  • Strong written, verbal, and interpersonal communication skills, enabling effective collaboration and clear, concise information sharing
  • Highly adaptable and willing to take on additional responsibilities to contribute to team success and organizational growth

Recognitions

  • Four Member Compliments
  • Converted to full time Navy Federal Employee from Contractor

References

  • Christina Davis - NFCU Consumer Loans Contact Center Supervisor

christina_davis@navyfederal.org | 850-554-8344

  • Morgan Guyetta-Lancto - NFCU Account Services MSR Mentor

morgan_guyette-lancto@navyfederal.org | 850-860-6518



Timeline

Consumer Loans MSR II

Navy Federal Credit Union
08.2024 - Current

Consumer Loans Contractor

Navy Federal Credit Union - Teksystems
01.2024 - 08.2024

Customer Service/Cashier

PetSence | West Marine | Target
06.2022 - 08.2023

Certifications

Bachelor of Arts - Psychology

The University of West Florida

Associate of Science - Computer Science

The University of West Florida
Katie Schneider