Leo Ramirez
Benton City
Summary
Results-driven financial services professional with progressive experience at Gesa Credit Union in member service, sales, loan production, and branch operations. Proven success exceeding production goals, resolving complex member issues, supporting compliance, and improving team performance. Recognized for leadership, coaching, and process improvement, with a strong commitment to delivering exceptional service and identifying member financial needs.
Overview
3
3
years of professional experience
Work History
Senior Personal Financial Representative
Gesa Credit Union
Richland
04.2025 - Current
- Exceeded 2025 annual production goals with $1,140,580 in loan volume, achieving 121% of goal.
- Opened 849 new accounts, reaching 99.6% of annual account goal through strong member service and solution-focused conversations.
- Delivered high-quality service by resolving escalated member issues, interpreting policies and disclosures, and supporting positive member outcomes.
- Trained team members on cash handling, complex procedures, and member service de-escalation, improving branch accuracy and service consistency.
- Managed monthly branch operations including cashbox audits, account audits, and dual control logs, ensuring 100% compliance and certification readiness.
- Recommended workflow and system improvements that enhanced efficiency and improved member flow.
Personal Financial Representative
Gesa Credit Union
Pasco
04.2024 - 04.2025
Member Service Associate
Gesa Credit Union
12.2022 - 04.2024
Education
Bachelor of Arts - Business Administration
Central Washington University
Associate of Arts Degree -
Columbia Basin College
Skills
- Consumer Lending Support
- Member Service
- Sales Goal Achievement
- Loan Production
- Cross-Selling & Referrals
- Account Maintenance
- Regulatory Compliance
- Temenos
- Policies & Procedures
- Branch Operations
- Problem Resolution
- Staff Training & Coaching
- Process Improvement
- DNA Banking System
- Salesforce CRM
- Microsoft Office
Accomplishments
- Transferred to Duportail in under 9 months based on rapid skill acquisition and consistent performance.
- Earned a 2024 Performance Rating of 4.0/5.0 in Integrity/Professionalism, Job Knowledge, and Teamwork.
- Recognized for leadership initiative, coaching contributions, and support with branch certification, opening/closing procedures, and operational reviews.
Timeline
Senior Personal Financial Representative
Gesa Credit Union
04.2025 - Current
Personal Financial Representative
Gesa Credit Union
04.2024 - 04.2025
Member Service Associate
Gesa Credit Union
12.2022 - 04.2024
Bachelor of Arts - Business Administration
Central Washington University
Associate of Arts Degree -
Columbia Basin College