Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
7
7
years of professional experience
Work History
Consumer Phone Loan Officer
Utah Community Credit Union
Orem, UT
11.2021 - Current
Originated, reviewed, processed, closed and administered customer loan proposals.
Submitted loan applications to underwriter for verification and recommendations.
Successfully closed average of 50 loans per month.
Recommended loan approvals and denials based on customer loan application reviews.
Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans
Explained very technical financial information to applicants in easy to understand language
Strong ability to sell loan coverages/warranties and cross sell additional products.
Service Center Bank Rep
Utah Community Credit Union
Provo, UT
02.2019 - 11.2021
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Answered customer telephone calls promptly to avoid on-hold wait times.
Provided primary customer support to internal and external customers.
Recommended products to customers, thoroughly explaining details..
Exceeded goals through effective task prioritization and great work ethic
Educated customers on use of banking website and mobile apps
Member Service Advisor & Loan Officer at Eastern Utah Community Credit UnionMember Service Advisor & Loan Officer at Eastern Utah Community Credit Union