QUALIFICATION PROFILE: Productive and business-minded banking professional with experience in consumer loans, account management and customer service.
Overview
8
8
years of professional experience
Work History
Member Service Representative
Envision Credit Union
09.2023 - Current
Processed automotive and personal loans by calculating various ratios including loan to value and debt to income to assess risk of application and recommend for approval or denial to underwriting.
Provided financial counseling to members as part of the lending process, helping them understand loan options and which suits their budget.
Consistently met or exceeded performance evaluations through proactive management of workload and effective prioritization.
Demonstrated adaptability during peak business hours by multitasking assisting both walk-in members and coworkers in other departments.
Teller
Envision Credit Union
11.2022 - 09.2023
Promoted the benefits of Envision's products, rather than relay basic information. In order to build a better relationship with members and match them with a product based on their own individual needs.
Constantly remained in a fast-paced environment with multiple internal and external guidelines while providing excellent customer service to new and regular members.
Responded to members inquiries while identifying critical transactional issues or discrepancies to provide viable solutions and improve their overall financial situation.
Learned and maintained in-depth understanding of product information to remain knowledgeable and offer products to members that best fit their needs.
Operations Manager
Alden Group Inc
06.2022 - 08.2022
Research and reviewed equipment options to determine value and feasibility for the business.
Prepared food grade oil for shipment using established procedures.
Conducted outbound cold calls to food manufacturers to sell surplus product.
Team Member
Whataburger
03.2021 - 06.2022
Trained how to calculate the break-even point and profits of each shift, along with how to schedule employees to get maximum profitability without compromising productivity.
Communicated with customers regarding orders, comments, and complaints.
Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business.
Cashier/Cook
Break Fast Grill
07.2016 - 05.2020
Cook the exact number of items ordered by each customer, working on several different orders simultaneously.
Maintained sanitation, health, and safety standards in work areas.
Catered to the needs of customers while maintaining correct policy and procedures.
Education
Associate - Art, Business Management
Tallahassee Community College
Tallahassee, FL
05.2025
Skills
Financial Services
Strong Sense of Banking Ethics
Cash Handling Expertise
Customer Relationship Management
Understanding Customer Needs
Organization and Critical Thinking
Timeline
Member Service Representative
Envision Credit Union
09.2023 - Current
Teller
Envision Credit Union
11.2022 - 09.2023
Operations Manager
Alden Group Inc
06.2022 - 08.2022
Team Member
Whataburger
03.2021 - 06.2022
Cashier/Cook
Break Fast Grill
07.2016 - 05.2020
Associate - Art, Business Management
Tallahassee Community College
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