Summary
Overview
Work History
Education
Skills
Member/Customer Comments
Timeline
Generic

Mason Brown

Lancaster,OH

Summary

Excelled as a Senior Financial Service Representative for nearly a decade. Experienced in providing exceptional member service, consumer lending, risk based lending, credit analysis, debt management, fraud prevention and managing financial transactions with comprehensive knowledge of credit union products and services.

Successfully brought over $20 million dollars in consumer loans from other institutions, saving members millions. Skilled in budget planning, helping members define their financial dreams, identifying sales opportunities, resolving member issues and adhering to compliance standards. NMLS registered and a certified notary public. Proven ability to mentor junior staff and support branch operations with strong problem-solving abilities.

Overview

9
9
years of professional experience

Work History

Member Service Representative

Mountain America Credit Union
12.2015 - 05.2016
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Accurately maintains cash drawer.
  • Accurately and efficiently process transactions in accordance with established policies and procedures.
  • Responsible for Branch Security which includes vault combinations, security codes, and member information.

Financial Service Representative

Mountain America Credit Union
12.2016 - 03.2018
  • Provided exceptional member service to credit union membership by assessing member needs, advising to improve their financial situation. Which includes opening new accounts, servicing existing accounts, and explaining products and services that best suit the member’s needs and accomplish the credit union objectives.
  • Recognized member needs, educated on options for managing financial transactions through tools, resources, technology and cross-sells products and services as needs arise through a consultation approach.
  • Originated loans by accepting, reviewing and approving loan applications. Interviews loan applicants, reviewing credit report and cross-sell loans.
  • Resolved problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.


Senior Financial Services Representative

Mountain America Credit Union
03.2018 - 08.2024
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Reduced delinquency rates through meticulous evaluation of borrower creditworthiness and adherence to underwriting guidelines.
  • Complied with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law.
  • Worked closely with compliance teams to ensure all transactions adhered to relevant legal guidelines, mitigating potential risks.
  • Built strong relationships with clients, fostering trust and loyalty through exceptional service.

Education

Business Administration

Utah Valley University
Orem, Utah
2012

Business Economics

Southern Virginia University
Buena Vista, VA
2014

Business Administration

Weber State University
Ogden, UT
2015

Skills

  • Credit analysis
  • Budget Development
  • Debt management
  • Loan Applications
  • Risk Management
  • Critical Thinking
  • Customer Relationship Building
  • Microsoft Office

Member/Customer Comments

  • "Mason is a real professional, he is always friendly and helpful. Mason has our best interests in mind at all times and recommends services that makes our business more efficient and productive"
  • "Very easy to talk with, great sense of humor. Reminded me of my youngest son. Explained everything to me in detail. I felt he was helping me do what is best for me."
  • "Mason was incredibly respectful, professional and solution oriented. By far the best banking experience in my adult life. I left feeling apart of the community and hopeful about future home buying dreams."

Timeline

Senior Financial Services Representative

Mountain America Credit Union
03.2018 - 08.2024

Financial Service Representative

Mountain America Credit Union
12.2016 - 03.2018

Member Service Representative

Mountain America Credit Union
12.2015 - 05.2016

Business Administration

Utah Valley University

Business Economics

Southern Virginia University

Business Administration

Weber State University
Mason Brown