Miranda Roach
Kyle,TX
Overview
7
7
years of professional experience
Work History
Insurance Services Representative
UFCU Insurance Services
05.2023 - Current
- Cross-sold insurance products to existing clients to reach sales targets.
- Utilized CRM software to manage client relationships.
- Analyzed customer needs to provide customized insurance solutions.
- Assisted Agents by gathering information over the phone to start the quoting process when needed
Mortgage Loan Processing Assistant
University Federal Credit Union
01.2022 - 05.2023
- Responsible for ordering documents to finalize mortgage loans such as title work, verifications of employment and appraisals
- Communicate with Loan Processors and Loan Officers to ensure all requests and processes are completed in a timely manner
- Basic knowledge of the mortgage process, documentation and requirements
Member Services Representative III
University Federal Credit Union
11.2020 - 01.2022
- Assisted members with inquiries related to account balances, conduct transactions and cross sell products based off member needs in high call volume environment
- Trained and assisted in onboarding new hires
- Worked closely with management to improve processes and procedures
- Ensured that appropriate changes were made to resolve customers' problems at hand.
Senior Member Relationship Representative
Velocity Credit Union
02.2019 - 07.2020
- Balanced currency, coin, and checks in cash drawers at end of shifts, and calculated daily transactions using computers and calculators
- Improved staffing during busy periods by managing employees schedules
- Received checks and cash for deposits, verifying amounts, and checked the accuracy of deposit slips
Teller
Prosperity Bank
02.2017 - 12.2018
- Effectively built relationships, established rapport, and communicated information as needed to customers
- Maintained strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, OFAC and Fair Lending regulation
- Trained new hires and created schedules
- Ordered cash supply for daily needs of the branch
Education
Associates of Business Administration -
Austin Community College
Austin, TX2026
Skills
- Microsoft Office
- Multi-Line Telephone Operation
- Administrative Support
- Time Management
- Customer Service
- Interpersonal Skills
Property and Casualty License
Texas License Number: 3056155
General Lines
Timeline
Insurance Services Representative
UFCU Insurance Services
05.2023 - Current
Mortgage Loan Processing Assistant
University Federal Credit Union
01.2022 - 05.2023
Member Services Representative III
University Federal Credit Union
11.2020 - 01.2022
Senior Member Relationship Representative
Velocity Credit Union
02.2019 - 07.2020
Teller
Prosperity Bank
02.2017 - 12.2018
Associates of Business Administration -
Austin Community College
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