Lindsey Schwolgin
Spokane,USA
Summary
Operations and financial services professional with 10+ years of leadership experience in high-volume environments. Skilled in team development, process improvement, and delivering excellent customer/member service.
Overview
14
14
years of professional experience
Work History
Financial Service Representative
Numerica Credit Union
Spokane, USA
03.2025 - Current
- Leads adoption of new technology and process improvements to strengthen branch operations.
- Educates members on products and services; supports informed financial decisions.
- Identify possible fraud situation during new member on-boarding
- Takes and processes consumer loan and HELOC applications under guidance, ensuring accuracy and completeness.
- Ensure adherence to compliance, audit, and risk management standards through consistent process application and review.
- Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy and attention to detail.
Service Representative
Numerica Credit Union
Spokane, USA
09.2023 - 03.2025
- Resolved member needs and complex service situations; troubleshot technology issues as needed.
- Handled cash transactions and daily cash flow; partnered across departments to improve member satisfaction.
- Mentored new employees to build confidence, proficiency, and career development.
- Foster cross-departmental partnerships to improve member experiences and drive results.
- Maintain a working knowledge of internal policies, regulatory standards, and compliance procedures.
Operations Manager
The Home Depot
Spokane, USA
06.2012 - 09.2023
- Managed a large team through complex daily operations in a high-volume environment.
- Ensured daily, weekly, and monthly operational tasks were completed efficiently and on time.
- Prevent financial loss from theft and fraud by reviewing exception reports enforcing security polices and supporting company wide shrink elimination
- Coached and developed employees; resolved customer concerns quickly and effectively; promoted a safe workplace.
Skills
- Asset management
- Team leadership and coaching
- Process improvement
- Time management
- Detail-oriented execution
- Training and mentoring
- High level of ethical work through compliance and confidentiality
- Strong communication
- Auditing and action plans
- Member/customer service
- Cash handling
Timeline
Financial Service Representative
Numerica Credit Union
03.2025 - Current
Service Representative
Numerica Credit Union
09.2023 - 03.2025
Operations Manager
The Home Depot
06.2012 - 09.2023