Dedicated member service representative with a proven track record in customer relations and problem-solving. Committed to delivering exceptional service and resolving member issues effectively.
Work History
Member Service Representative
2 Years 7 Months
Hartford Federal Credit Union | 03.2024 - Current
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Educated members on credit union products and services, enhancing overall engagement and usage.
Processed loan applications and approvals accurately, ensuring compliance with credit union policies.
Processed account transactions accurately, ensuring proper documentation and timely processing.
Handled complaints with prompt, courteous service to uphold professional reputation.
Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to members.
Contributed to branch sales goals by effectively cross-selling credit union products and services.
Loan Clerk/Member Service Representative
5 Years 2 Months
Torrington Municipal & Teachers FCU | 01.2019 - 03.2024
Processed opening new members accounts, while establishing new relationships.
Monitored member accounts to ensure timely payments.
Reviewed details of loan applications and closing documentation.
Collected and compiled paperwork such as title searches for auto/ UCC loans, insurance paperwork.
Reviewed financial documents for accuracy, contributing to efficient loan approval workflows.
Assisted Attorneys with documents for collections/repossessions.
Customer support setting up online banking
Sales & Marketing Coordinator
4 Years 1 Month
Lauretano Sign Group | 11.2014 - 12.2018
Collaborated with sales team to reach out to potential customers and generating new sales Nationwide
Promoted to Marketing Director
Permitting for signage and code requirements
Sales/Office Administrative Assistant
20 Years 9 Months
Michaels Jewelers | 02.1994 - 11.2014
Average annual sales $400k per year
Opening/closing operations, balancing registers, performing annual inventory, customizing and creating special orders for customers
Follow up with customers on purchases and upcoming events
Diamond Consultant
Education
High School Diploma
Lanier High School | Austin, TX | 05.1988
Skills
Social engagement
Organizational leadership
Loan processing
Customer service
Relationship building
Financial transactions
Welcoming environment
Recognized performance
Accomplishments
Employee of the Quarter at Hartford Federal Credit Union.
Positive Google reviews regarding my customer service relations with current and new members.