Lindsay R Sharp
Dayton,OH
Summary
Experienced financial professional with 15+ years in banking and credit union services. Specializes in building strong member relationships, navigating loan applications, and ensuring regulatory compliance. Skilled in guiding members through complex financial decisions with precision, professionalism, and a focus on trust. Certified Health Savings Professional committed to delivering top-notch financial services.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Virtual Member Service Rep
KH CREDIT UNION
01.2021 - Current
- Serve as primary point of contact for members via digital channels for lending inquiries, account services, and product education.
- Guide members through the online loan application process.
- Offer financial wellness and recommendations based on member needs.
- Perform account maintenance and issue resolution with exceptional service delivery.
Senior Member Service Rep
KH CREDIT UNION
10.2018 - 12.2020
- Delivered frontline member support, including deposits, withdrawals, account maintenance, and product education.
- Promoted loan products and referred members to internal lending staff.
- Provided financial counseling, fraud prevention education, and notary services to support members’ financial well-being.
- Accurately balanced cash drawer and prepared end-of-day reports with a strong record of compliance and zero discrepancies.
Mortgage Loan Clerk
KH CREDIT UNION
05.2017 - 10.2018
- Collaborated with the mortgage lending team to prepare, review, and process loan documentation.
- Completed pre-closing verifications and assembled full loan packages, including disclosures, ensuring compliance with TILA, RESPA, and credit union policies.
- Served as a liaison between loan officers, underwriting, and members to facilitate timely approvals and closings.
- Maintained working knowledge of mortgage regulations and documentation requirements to support accurate, efficient loan fulfillment.
Member Service Rep
KH CREDIT UNION
02.2010 - 05.2017
Education
High School (Technical) Diploma - Broadcast Video
Tolles Technical Center
Plain City, OH06.1999
Skills
- Member Financial Counseling
- Consumer & Mortgage Lending
- Cross-Selling Financial Products
- Regulatory Compliance (TILA, RESPA, ECOA)
- Relationship Building & Retention
- Digital Banking Support
- Notary Services
Certification
- Certified Health Savings Professional (CHSP)
- NMLS ID# 1624650
- Ohio Commissioned Notary (since 2013)
Timeline
Virtual Member Service Rep
KH CREDIT UNION
01.2021 - Current
Senior Member Service Rep
KH CREDIT UNION
10.2018 - 12.2020
Mortgage Loan Clerk
KH CREDIT UNION
05.2017 - 10.2018
Member Service Rep
KH CREDIT UNION
02.2010 - 05.2017
High School (Technical) Diploma - Broadcast Video
Tolles Technical Center
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