Summary
Overview
Work History
Education
Skills
Timeline
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Kristie Wakeland

Salem,OR

Summary

Customer-oriented Banking Officer offering 7 years of experience overseeing bank operations and verifying adherence to state and federal banking rules and regulations. Supportive and communicative professional polished in providing banking services to individuals and corporate customers. In-depth knowledge of available bank products and services paired with outstanding customer service abilities.

Overview

11
11
years of professional experience

Work History

Loan Officer

OnPoint Community Credit Union
Salem, OR
06.2020 - Current
  • Submitted loan applications to underwriter for verification and recommendations.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Maintained strict confidentiality of bank records and client information.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Proactively identified solutions for customers experiencing credit issues.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.

Operations Specialist

Central Willamette Community Credit Union
Albany, OR
12.2015 - 06.2020
  • Collected, arranged and input information into database system.
  • Tracked and analyzed reports to determine needed improvements.
  • Assisted various departments with change by communicating new improvement plans and expectations.
  • Motivated and trained employees to maximize team productivity.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Handled various accounting transactions.
  • Maintained friendly and professional customer interactions.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.

Night Shift Foreman

Safeway
Dallas, OR
01.2011 - 11.2015
  • Supervised ongoing daily production phases.
  • Located and resolved problems with team production and performance to maintain consistent quality levels.
  • Collaborated with other leaders and executives to direct workflow and support operations.
  • Kept accurate and detailed records of personnel progress and productivity.
  • Oversaw loading and unloading of packages in warehouse.

Education

High School Diploma -

Canby High School
Canby, OR

Skills

  • Corporate Financial Statements
  • Creditworthiness Determination
  • Financial History Analysis
  • Customer Relations
  • Loan File Maintenance
  • Deep Knowledge of Bankruptcy Processes
  • Loan Processing Coordination
  • Credit History Review
  • Privacy and Confidentiality
  • NMLS Registration

Timeline

Loan Officer

OnPoint Community Credit Union
06.2020 - Current

Operations Specialist

Central Willamette Community Credit Union
12.2015 - 06.2020

Night Shift Foreman

Safeway
01.2011 - 11.2015

High School Diploma -

Canby High School

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Kristie Wakeland