Professional Summary
Overview
Work History
Education
Skills
Timeline

Keri Davis

7 17 Credit Union
Warren,OH
22
years of professional experience

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Work History

Assistant Consumer Lending Manager

3 Years 11 Months
7 17 Credit Union | 09.2022 - Current
  • Trained all lending staff on new LOS, provided in class and real time support
  • Integral in developing procedures to navigate through new LOS
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Oversee employee schedules, manage any related issues and payroll.
  • Performed annual performance evaluations and communicated personal and departmental goals
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Mentored team members to enhance professional development and accountability in workplace

Member Experience Specialist

2 Years 4 Months
717 Credit Union | 05.2020 - 09.2022
  • Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
  • Researched and rapidly resolved client conflicts to maintain key accounts.
  • Described product highlights and benefits to help guide purchasing decisions.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Promoted available products and services to customers during service, account management and order calls.
  • Responded proactively and positively to rapid change.

TeleServices Loan Specialist

3 Years 9 Months
7 17 Credit Union | 08.2016 - 05.2020
  • Explained very technical financial information to applicants in easy to understand language.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Assessed clients' financial situations to develop strategic financial planning solutions.
  • Shared best practices for sales and customer service with other team members to help improve store's efficiency.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Mentored new hires, resulting in stronger staff development and increased productivity.

Shop Manager

11 Years
Cash America | 09.2004 - 09.2015
  • Investigated and resolved customer inquiries and complaints in an empathetic manner.
  • Adhered to all confidentiality requirements at all times.
  • Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Developed network of related professionals to open up business opportunities.
  • Utilized market trends and target audience statistics to effectively and appropriately market products.

Education

Business Mgmt.-Digital/Social Media Marketing

Eastern Gateway Community College | Steubenville, OH | 05-2023
  • 3.9 GPA
  • Dean's List

Skills

Goal-oriented and self-sufficient
Approachable team player
Analytical
Strong team-builder with cheerful demeanor
Strong account analysis skills
Savvy relationship-builder
Sales Strategies
Multitasking Abilities
Data Entry
Verbal and written communication

Timeline

Assistant Consumer Lending Manager

7 17 Credit Union
09.2022 - CurrentRead More

Member Experience Specialist

717 Credit Union
05.2020 - 09.2022Read More

TeleServices Loan Specialist

7 17 Credit Union
08.2016 - 05.2020Read More

Shop Manager

Cash America
09.2004 - 09.2015Read More

Eastern Gateway Community College

Business Mgmt.-Digital/Social Media Marketing
Read More
Keri Davis