Lisa Sandefur
Bend,OR
Overview
31
31
years of professional experience
Work History
Member Service Representative IV
Selco Community Credit Union
Bend, OR
12.2022 - Current
- Deliver exceptional member service through effective communication and problem resolution.
- Assisted members in account inquiries, transactions, and product recommendations to enhance satisfaction.
- Facilitated processes for new and existing members, ensuring seamless integration into credit union services, accounts, and loans.
- Collaborated with team members to streamline operational processes, improving overall efficiency and service delivery.
Accounting/Bookkeeper
William Morris Investment Services
Phoenix, AZ
03.2007 - 05.2013
- Completed all financial reporting (Quickbooks) and tax preparation.
- Assisted in HR duties including payroll, 401k setup/reporting, and employee/business insurance.
- This is my ex-husbands financial services business. After re-locating to Bend in 2013 all duties were transferred to outside accountants or other employees.
Senior Investment Analyst
GE Capital Franchise Finance
Scottsdale, AZ
08.2001 - 03.2007
- Personally decision 33 deals in last year of employment (loans sized from $150,000 to $25 million. Reviewed 45 loan requests for financing totaling $45 million.
- Individual loan authority of $3 million.
- Assisted with other team members training and work overflow.
- Accomplished 3.58 sigma on pre-funding accuracy results. This meant 32 defects (errors) for 1713 opportunities. This was project that earned me a Green Belt Designation.
- I loved working for GE, it was an amazing company. My employment there allowed me to learn every aspect of commercial lending and advance my career in every way. I left this position a year after having my first son when it became apparent I was needed at home.
AVP, Commercial & SBA Lending
1st National Bank
Scottsdale, AZ
03.2000 - 08.2001
- Underwrote, approved, and closed over $19 million of SBA loans in the year employed. This amounted to 38% of department total.
- Responsible for a business banking portfolio with emphasis on managing the credit portion of the relationship.
- Working knowledge of the US Small Business Administration loan guarantee program including packaging, documentation, and servicing requirements.
- Left this position for opportunity/career advancement at GE.
AVP, SBA Portfolio Banker
Wells Fargo Bank
Phoenix, AZ
06.1997 - 06.2000
- Team lead of 5 with lending authority of $250,000.
- Ensured adherence to credit processes and standards in loan originations through assigned lending authority.
- Completed financial analysis, presentation, and recommendation for small business loans guaranteed by the US Small Business Administration (SBA).
- Left position for career advancement including learning traditional commercial lending and portfolio management.
Lead Customer Service Manager/Lead Teller Operations Specialist
Desert Schools Federal Credit Union
Phoenix, AZ
02.1995 - 05.1997
- Managed teller staff of 12-15, assisted in training, development, and meeting sales goals.
- Oversaw daily functions including customer service, branch money supply, and branch teller balancing.
- Completed staff schedules and interviewed prospective tellers.
- Prior to this position, I was a Loan/New accounts Officer where I sold new accounts/loan products.
- Left position to advance career after graduating college at Arizona State University.
Education
Bachelor of Science - Accounting And Finance
Arizona State University
Tempe, AZ01.1997
Skills
- Assisted in basic banking operations and client interactions
- Supported financial analysis processes to identify trends and insights
- Managed bookkeeping tasks to maintain accurate financial records
- Facilitated underwriting processes by gathering necessary documentation
- Provided customer service in financial services to enhance client satisfaction
Timeline
Member Service Representative IV
Selco Community Credit Union
12.2022 - Current
Accounting/Bookkeeper
William Morris Investment Services
03.2007 - 05.2013
Senior Investment Analyst
GE Capital Franchise Finance
08.2001 - 03.2007
AVP, Commercial & SBA Lending
1st National Bank
03.2000 - 08.2001
AVP, SBA Portfolio Banker
Wells Fargo Bank
06.1997 - 06.2000
Lead Customer Service Manager/Lead Teller Operations Specialist
Desert Schools Federal Credit Union
02.1995 - 05.1997
Bachelor of Science - Accounting And Finance
Arizona State University