Meghan Newton
23236 Cinder Drive,LA
Summary
Dynamic and results-oriented professional with extensive experience at Efcu Financial Federal Credit Union, excelling in customer service and loan processing coordination. Demonstrated ability to enhance customer satisfaction through expert relationship building and management, coupled with proficient computer skills. Achieved significant improvements in loan processing efficiency and customer service metrics, leveraging problem-solving and analytical thinking.
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
12
12
years of professional experience
Work History
Call Center Representative
Efcu Financial Federal Credit Union
04.2017 - Current
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
- Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
- Developed rapport with customers through empathetic listening skills, creating positive experiences even during difficult conversations.
- Identified upselling opportunities to increase revenue generation.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Personal Financial Associate
Efcu Financial Federal Credit Union
11.2023 - Current
- Developed strong relationships with members through consistent communication and exceptional customer service skills.
- Administered account transactions with members and assisted in generating sales opportunities
- Delivered exceptional customer service by promptly addressing members concerns and resolving issues as they arose during the lending process.
- Assisted members in understanding loan terms and conditions to make informed decisions.
- Educated members on various loan options, guiding them towards informed decisions that fit their financial needs.
- Identified opportunities to cross-sell and upsell loan products to members
- Maintained compliance with all regulatory requirements, preventing any legal or financial penalties for institution.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
- Provided quick turnaround times to maintain fast-past schedule.
- Improved loan processing efficiency by streamlining documentation and communication procedures.
Personal Financial Associate II
Efcu Financial Federal Credit Union
02.2013 - Current
- Assisted members in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Educated potential members on various loan options, guiding them towards informed decisions that fit their financial goals.
- Developed strong relationships with members through high levels of customer service.
- Opened accounts for new and existing customers and assisted customers in completing application forms.
- Developed strong relationships with clients through consistent communication and exceptional customer service skills.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
Customer Service Representative
Efcu Financial Federal Credit Union
02.2013 - Current
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Sold and cross-sold bank products to new and existing customers.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
Education
High School Diploma -
Denham Springs High School
Denham Springs, LA05-2005
Skills
- Problem-solving skills
- Customer service
- Client relations
- Customer rapport
- Paperwork processing
- Documentation review
- Consumer lending
- Loan servicing
- Loan application management
- Analytical and critical thinking
- Data entry
- Loan processing coordination
LICENSES & CERTIFICATIONS
NMLS Licenses Mortgage Loan Orginator
Timeline
Personal Financial Associate
Efcu Financial Federal Credit Union
11.2023 - Current
Call Center Representative
Efcu Financial Federal Credit Union
04.2017 - Current
Personal Financial Associate II
Efcu Financial Federal Credit Union
02.2013 - Current
Customer Service Representative
Efcu Financial Federal Credit Union
02.2013 - Current
High School Diploma -
Denham Springs High School
Similar Profiles
Asia RichardAsia Richard
Call Center Representative at EFCU Financial Federal Credit UnionCall Center Representative at EFCU Financial Federal Credit Union
Kenean TewodrosKenean Tewodros
Member Relationship Advisor at Signal Financial Federal Credit UnionMember Relationship Advisor at Signal Financial Federal Credit Union
Maya U. RodgersMaya U. Rodgers
Relationship Specialist at Financial Resources Federal Credit UnionRelationship Specialist at Financial Resources Federal Credit Union