PHILIOPATEER KELADA
Denver,CO
Summary
Results-driven professional with expertise in customer service, financial consulting, and hospitality. Adept at building client relationships, delivering tailored financial solutions, and enhancing customer satisfaction. Strong problem-solving skills with a commitment to professionalism, efficiency, and excellence.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Financial Services Representative
Credit Union of Denver
Lakewood, CO
03.2026 - Current
- Application processing — Collected, verified, and analyzed required documents (IDs, paystubs, insurance, registrations, payoff letters) to ensure complete and accurate loan files.
- Underwriting coordination — Clarified conditions with applicants, resolved documentation issues, and prepared files for smooth underwriting review.
- Workflow management — Managed pipeline from application to closing, moved files into closer queue, and collaborated with closers to prevent delays.
- Member‑focused communication — Delivered polished, professional, and empathetic communication that improved member satisfaction and reduced friction during the loan process.
- Cross‑team collaboration — Partnered with lending, underwriting, and closing teams to maintain efficiency and meet member timelines.
Financial Consultant
Canvas Credit Union
06.2024 - 03.2026
- Membership development — Built new member relationships by clearly explaining credit union products and onboarding clients into appropriate financial solutions.
- Loan origination — Originated and processed home equity, personal, and auto loans with accuracy, compliance, and strong member guidance.
- Transaction management — Handled deposits, withdrawals, transfers, and loan payments efficiently while maintaining error‑free balancing.
- Financial advising — Provided strategic financial recommendations tailored to member goals, improving product adoption and long‑term engagement.
- Relationship building — Delivered exceptional customer service that strengthened member loyalty and supported repeat business.
Education
Highschool diploma -
Lebanon Trail High School
Frisco01-2020
Skills
- Financial Consulting & Loan Origination
- Sales, Revenue Growth & Process Optimization
- Financial services
- Cash management
- Cash handling
- Loan Underwriting
- Customer Service & Relationship Management
- Team Collaboration & Problem-Solving
Certification
- NMLS
- Notary
- FiCEP
Timeline
Financial Services Representative
Credit Union of Denver
03.2026 - Current
Financial Consultant
Canvas Credit Union
06.2024 - 03.2026
Highschool diploma -
Lebanon Trail High School