Leanne Wilson
Westford,MA
Summary
Accomplished professional with extensive experience at Digital Federal Credit Union, specializing in loan processing and customer service. Excelled in documentation review and fostering member relationships, achieving monthly goals with a team-oriented approach. Demonstrated reliability and proficiency in credit assessment, significantly enhancing loan application integrity and funding processes.
Overview
18
18
years of professional experience
Work History
Consumer Loan Representative
Digital Federal Credit Union
09.2022 - Current
- Perform various duties associated with reviewing, processing, and funding direct loan applications.
- Review and analyze loan application documentation to detmermine loan integrity and validity of loan applications prior to funding.
- Review procedures and guidelines to limit risk exposure.
- Book loans to host system and provide timely funding to members and dealer partners.
- Provide accurate information on the credit union loan programs.
- Answer calls presented to loan queue and meet performance expectations.
- Achieve monthy goals
- Perform other job-related duties
Branch Member Service Representative
Digial Federal Credit Union
11.2015 - 09.2021
- Identify the financial needs of new and exisiting members.
- Understand and explain all DCU products and services.
- Cross train as a teller and process both teller and MSR transactions.
- Conduct audits
- Adhere to all DCU policy and procedures.
Retail Lending Specialist
Digital Federal Credit Union
05.2012 - 11.2015
- Develop training programs for facilitator led learning
- Coach new hires and provide appropriate reinforcment
- Ensure training materials are clear and convey information and concepts
- Participate in various learning programs
- Maintain a working knowledge of current training concepts.
- Deliver learning modules to emoployees
- Design and create training manuals.
Mortgage Loan Processor
Digital Federal Credit Union
11.2010 - 05.2012
- Review and analyze and process all files as requires in order to prepare for underwriter approval.
- Communicate with members in a fast paced work environment.
- Coordinate multiple parties to obtain services and resolve issues.
- Ensure all loan notification and disclosures are complete.
- Ensure compliance with all applicable state and federal laws and regulations.
Branch Member Service Representative
Digital Federal Credit Union
09.2008 - 11.2010
- Identify the financial needs of new and exisiting members.
- Understand and explain all DCU products and services.
- Cross train as a teller and process both teller and MSR transactions.
- Conduct audits
- Adhere to all DCU policy and procedures.
Loan Originator
Digital Federal Credit Union
09.2007 - 03.2008
- Answer inbound calls in a high volume contact center.
- Efficiently assist members with inquiries about loan products and application process.
- Review credit reports and determine loan eligibility.
- Review required documentation including income verification.
- Complete required trainings on compliance.
Collections Team Member
Digital Federal Credit Union
11.2006 - 09.2007
- Adhere to collection procedures to ensure they follow guidelines
- Attempt to contact member for payment arrangements.
- Provide education to members on programs available to help with financial needs.
- Process loan payments.
Education
Bachelor of Arts - Psychology
Westfield State University
Westfield, MA05-2006
Skills
- Goal-Oriented
- Documentation Review
- Loan Processing
- Credit assessment
- Team Player
- Customer service-focused
- Friendly
- Reliable
Timeline
Consumer Loan Representative
Digital Federal Credit Union
09.2022 - Current
Branch Member Service Representative
Digial Federal Credit Union
11.2015 - 09.2021
Retail Lending Specialist
Digital Federal Credit Union
05.2012 - 11.2015
Mortgage Loan Processor
Digital Federal Credit Union
11.2010 - 05.2012
Branch Member Service Representative
Digital Federal Credit Union
09.2008 - 11.2010
Loan Originator
Digital Federal Credit Union
09.2007 - 03.2008
Collections Team Member
Digital Federal Credit Union
11.2006 - 09.2007
Bachelor of Arts - Psychology
Westfield State University
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