Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Nora Altman

Vista,CA

Summary

Dedicated Banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

15
15
years of professional experience

Work History

Senior Funding Services Specialist

California Coast Credit Union
08.2022 - Current
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Recommended products to customers, thoroughly explaining details.
  • Responded proactively and positively to rapid change.
  • Delivered prompt service to prioritize customer needs.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Answered average of 60-100 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information.

Loan Processor II

Loandepot
06.2021 - 08.2022
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Prepared documents for underwriting by verifying client income, credit reports and other information.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Maintained long-term relationships with customers to provide best-in-class customer service.
  • Coordinated closing process with attorneys, title companies and government clerks.

Senior Financial Services Representative

San Diego County Credit Union
07.2014 - 06.2022
  • Supervised front line associates modeling cross-sell opportunities and engagement strategies.
  • Assisted branch operations supervisor with back-up oversight of teller operational duties.
  • Analyzed member's current and future financial needs, producing beneficial product recommendations.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Developed and maintained courteous and effective working relationships.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.

Front End Supervisor

Walmart
05.2011 - 07.2014
  • Monitored cash drawers in 8 checkout stations to verify adequate cash supply.
  • Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
  • Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Established and optimized schedules to keep coverage and service in line with forecasted demands.
  • Prepared weekly employee work schedules for team members.
  • Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
  • Offered credit applications to customers, cross-selling and converting 8 out of 10 customers into cardholders.

Cashier Team Lead

SUBWAY®Restaurants
01.2009 - 05.2011
  • Trained team members on cash register operation and cash handling.
  • Quickly and accurately counted drawers at start and end of each shift.
  • Communicated with customers and team members to solve problems.
  • Operated POS cash register and equipment to collect payments.
  • Led opening and closing procedures and conducted cashier drops, cash control, and vault monitoring.

Education

Associate Of Business Administration - Business Administration And Management

Palomar College
San Marcos, CA
08.2018

Skills

  • Multitasking and Organization
  • Efficient and Detail-Oriented
  • Customer Retention Strategies
  • Excellent Communication
  • Data Processing
  • Performance Goals
  • Courteous with Strong Service Mindset
  • Issue and Complaint Resolution

References

Denise Irwin, Former R/E Processing Mgr 925-550-8215

Melissa Patascil, Former Consumer Lending Mgr 620-222-8213

Justin Carey, Dealer Relations Manager 714-305-1318

Maile Harris, Family friend 760-637-9114

Jazmyn Patterson, Former Coworker 619-551-6560

Timeline

Senior Funding Services Specialist

California Coast Credit Union
08.2022 - Current

Loan Processor II

Loandepot
06.2021 - 08.2022

Senior Financial Services Representative

San Diego County Credit Union
07.2014 - 06.2022

Front End Supervisor

Walmart
05.2011 - 07.2014

Cashier Team Lead

SUBWAY®Restaurants
01.2009 - 05.2011

Associate Of Business Administration - Business Administration And Management

Palomar College

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