Summary
Overview
Work History
Education
Skills
Timeline
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McKenzie Stoker

Salem Ut,UT

Summary

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
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
  • Processed customer transactions promptly, minimizing wait times

Teller

Utah Community Credit Union
Heber, UT
10.2017 - 02.2019
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Processed customer transactions promptly, minimizing wait times
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service
  • Maintained friendly and professional customer interactions
  • Executed wire transfers, stop payments and account transfers

Seasonal Maintenance

Heber City Cemetery
HEber, UT
05.2017 - 10.2017
  • Worked with A team and individually to maintain city parks by mowing them and the city cemetery, removing trash, planting local flower beds.

Reams Boots and Jeans

Kristy Webb
Heber, UTah
04.2015 - 05.2017

Sales associate/team member for western wear.

Education

High School Diploma -

Wasatch High School
Heber, UT
05.2016

Skills

  • Credit History Review
  • Customer Relations
  • Commercial and Credit Loans
  • Loan Officer Training
  • Loan Disbursement
  • Automated Underwriting Systems
  • 10-Key Typing
  • Multitasking
  • Cross selling
  • Self motivated
  • Quick turn around on closing of loans

Timeline

Consumer Phone Loan Officer

Utah Community Credit Union
11.2021 - Current

Service Center Bank Rep

Utah Community Credit Union
02.2019 - 11.2021

Teller

Utah Community Credit Union
10.2017 - 02.2019

Seasonal Maintenance

Heber City Cemetery
05.2017 - 10.2017

Reams Boots and Jeans

Kristy Webb
04.2015 - 05.2017

High School Diploma -

Wasatch High School
McKenzie Stoker