Lindsey Phelps
Indianapolis,IN
Summary
Experienced Loan Officer with an expertise in assessing customer needs, providing suitable products and guiding customers through financial situations. Handles complex financial transactions using in-depth knowledge of loan products and credit union services to develops strong customer relationships and meet and exceed goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Education Loan Officer
Northpark Community Credit Union
11.2022 - Current
- Building and maintaining relationships by referring and processing account and loan products
- Providing on site financial workshops and coaching
- Helping reach the underserved to provide financial education and services through community outreach and engagement.
Relationship Banker
Financial Center First Credit Union
01.2022 - 11.2022
- Maintained relationships and served members by processing loan requests, opening new accounts, cross selling products and services to help them achieve their financial goals, all while providing exceptional member service.
- Continually boosted branch production and revenue by consistently meeting monthly sales goal of 600k loan dollars and 25 new accounts
Universal Banker
Financial Center First Credit Union
03.2021 - 01.2022
- Process new account requests to include providing all necessary product information, accurately completing account application and all related documents, assess financial lifestyle and needs of member with a focus on offering additional products and services as appropriate
- Process consumer loan requests; provide all necessary loan product information, accurately complete loan application, accurately disburse loan according to requirements, cross sell additional products and services, meeting time and accuracy requirements.
Shift Supervisor
PLS Financial Services
09.2019 - 02.2021
- Overseeing daily operations of financial services storefront, driving revenue growth by improving customer services, training, accuracy and process compliance
- Operate business to strict corporate guidelines and financial regulations, control expenses and loss
- Balanced a safe of $250,000+ cash
- Instructed training class on product benefits and upselling.
Bilingual Customer Service Representative
DTM Distributing
06.2007 - 09.2012
- Created invoices for orders taken by phone from over 45 regional Mexican restaurants
- Resolved issues that occurred such as incorrect or missing items.
Education
High school or equivalent - General
Bowling Green High School
Bowling Green, KY05.2001
Skills
- Banking
- Customer Relationship Management
- Sales
- Loan officer experience
- Loan Origination
- Decision-Making
Certification
- Notary Public, 01/01/21, 01/01/29
- CCFUC, 02/01/23, 02/01/26
- Cuna Mutual Ficep certified Credit counselor
- NMLS, 10/01/21, Present
- Mortgage loan originator
N M L S
2215337
Languages
Spanish
Native or Bilingual
Timeline
Financial Education Loan Officer
Northpark Community Credit Union
11.2022 - Current
Relationship Banker
Financial Center First Credit Union
01.2022 - 11.2022
Universal Banker
Financial Center First Credit Union
03.2021 - 01.2022
Shift Supervisor
PLS Financial Services
09.2019 - 02.2021
Bilingual Customer Service Representative
DTM Distributing
06.2007 - 09.2012
High school or equivalent - General
Bowling Green High School
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