LILY LINDEMANN
San Jose,CA
Summary
Experienced in communication, multitasking, and customer service within the financial sector, I aspire to utilize these skills as a 911 dispatcher to serve my community. Committed to public safety, my objective is to offer calm, clear, and efficient assistance during emergencies. By leveraging my expertise in a new role, I am enthusiastic about contributing to individual well-being and maintaining the effectiveness of emergency response systems.
Overview
18
18
years of professional experience
Work History
Loan Advisor/Contact Representative
Mirastar Federal Credit Union
01.2007 - 12.2024
- As a Loan Advisor/Contact Representative, honed ability to communicate effectively, manage high call volumes of calls, and provide calm, empathetic support to individuals in stressful situations
- I aim to bring these skills to the critical role of a 911 dispatcher
- Developed customized financial solutions for clients based on their unique needs, leading to higher client retention rates.
- Conducted comprehensive risk assessments for each borrower, mitigating potential losses for the organization.
- Provided ongoing support for existing clients, addressing concerns or questions related to their loans as needed throughout the life of the agreement.
- Managed a diverse portfolio of loans while consistently meeting or exceeding sales targets set by management.
- Assisted in developing training materials aimed at increasing staff knowledge in lending practices, resulting in improved job performance across the team.
- Achieved successful loan closures by diligently managing client relationships throughout the entire application process.
- Conducted comprehensive market research to stay informed of industry trends and competitor offerings.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Explained very technical financial information to applicants in easy to understand language.
- Proactively identified solutions for customers experiencing credit issues.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Managed a high volume of inbound calls daily, maintaining composure under pressure while providing top-notch service to clients.
Volunteer
SECOND HARVEST OF SILICON VALLEY
10.2023 - 10.2023
- Maintained clean, neat, and operational facilities to serve program needs.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
- Used strong interpersonal communication skills to convey information to others.
- Represented organization positively and professionally while providing community with much-needed services.
Lead/Assistant Manager
Santa Clara County FCU
01.2010 - 12.2015
- Co-lead the development of team members, strategic planning, executing Retail initiatives to enhance member experience through identified opportunities and strategies
- Including managing and providing vision and leadership to the branch team members
- Audited all areas of the branch operations to ensure compliance with regulations, credit union policy and procedures were followed
- Resolved member concerns independently and escalated more complex concerns if necessary
- Met goals for sales targets
Floating Lead/Assistant Manager
Santa Clara County FCU
01.2007 - 12.2009
- Travel to various branch locations, fulfilling roles such as teller, new accounts specialist, loan officer, operations manager, and manager duties
- Conducted regular performance reviews to identify areas for improvement as well as recognize top performers who consistently exceeded expectations.
- Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.
- Championed new initiatives that contributed to increased profitability and long-term success for the company.
- Created detailed reports on team performance, progress toward goals, and overall business results to inform upper management''s strategic decision-making processes.
- Developed and maintained a high-performing team, providing ongoing training and support.
- Built strong relationships with customers through positive attitude and attentive response.
- Improved customer service levels through the implementation of feedback-driven improvements to systems and procedures.
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
Education
ADMINISTRATION OF JUSTICE -
San Jose City College
San Jose, CA01.2003
Skills
- Computer literate
- Proficient in software applications
- Financial analysis programs
- Adobe Acrobat
- Online research tools
- MS Office
- Word
- Excel
- Power Point
- Outlook
- Strong verbal communication skills
- Strong written communication skills
- Strong phone communication skills
- Effective interpersonal skills
- Ability to work with all levels of staff
- Ability to handle multiple tasks
- Ability to handle changing priorities
- Ability to maintain strict confidentiality
- Detail-oriented
- Ability to work independently
- Ability to conduct thorough research
- Ability to interpret laws and regulations
- Ability to provide workable recommendations
- Broad knowledge of lending functions
- Practical experience with lending products and services
- Knowledge of laws and regulations affecting credit unions
- Knowledge of federal regulations
- Knowledge of state regulations
- Risk evaluation
- Documentation review
- Portfolio management
- Loan structuring
- Applicant communication
- Credit assessment
- Teamwork and collaboration
- Problem-solving
Timeline
Volunteer
SECOND HARVEST OF SILICON VALLEY
10.2023 - 10.2023
Lead/Assistant Manager
Santa Clara County FCU
01.2010 - 12.2015
Loan Advisor/Contact Representative
Mirastar Federal Credit Union
01.2007 - 12.2024
Floating Lead/Assistant Manager
Santa Clara County FCU
01.2007 - 12.2009
ADMINISTRATION OF JUSTICE -
San Jose City College
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