Kinsey MaSON
Crown Point,IN
Summary
Dynamic professional with a proven track record at Purdue Federal Credit Union, excelling in financial literacy and customer service. Recognized for enhancing member satisfaction through effective problem-solving and performance analysis. Strong collaborator, achieving sales goals while fostering loyalty and trust among members. Committed to operational efficiency and risk mitigation.
Experienced with delivering top-tier member services and personalized support. Utilizes excellent communication and problem-solving skills to address member needs and enhance satisfaction. Knowledge of building lasting relationships and adapting to evolving member expectations.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Member Consultant II
Purdue Federal Credit Union
08.2021 - Current
- Advised members on financial products, enhancing understanding and satisfaction.
- Facilitated account openings and transactions, ensuring compliance with policies.
- Developed educational materials for members on financial literacy topics, fostering informed decision-making.
- Developed strong relationships with members, fostering loyalty and trust.
- Set and achieved company defined sales goals.
- Collaborated with team members to streamline operational processes, increasing efficiency.
- Analyzed transaction data to identify fraudulent patterns and mitigate risks.
- Utilized advanced analytics tools to assess risk indicators effectively.
- Conducted thorough investigations on flagged transactions to ensure accuracy.
Shift Manager
Marco's Pizza
07.2019 - 08.2021
- Supervised daily operations to ensure optimal service levels and customer satisfaction.
- Trained and developed team members on food preparation and safety protocols.
- Implemented inventory management practices to minimize waste and control costs.
- Streamlined scheduling processes to enhance staff productivity during peak hours.
- Conducted regular performance evaluations, providing constructive feedback for growth.
- Resolved customer complaints promptly, improving overall guest experience ratings.
Education
Bachelor of Science - Finance
Purdue Global
Remote03-2029
High School Diploma -
Crown Point High School
Crown Point, IN07-2019
Skills
- Performance analysis
- Financial literacy
- Customer service
- Member services and loan processing
Certification
- Certified NMLS originator, Purdue Federal Credit Union - 2023-Current
- Certified Notary Public, State of Indiana
Timeline
Member Consultant II
Purdue Federal Credit Union
08.2021 - Current
Shift Manager
Marco's Pizza
07.2019 - 08.2021
Bachelor of Science - Finance
Purdue Global
High School Diploma -
Crown Point High School