Summary
Overview
Work History
Education
Skills
Timeline
Generic

Phillip DeAro

Castaic,CA

Summary

Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan processes. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong Member relationships by providing excellent service.

Overview

3
3
years of professional experience

Work History

Web Loan Officer

Logix Federal Credit Union
01.2023 - Current
  • Developed strong relationships with Members through high levels of Member service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Maintained strict confidentiality of bank records and client information.
  • Collaborated with other departments to promptly process loan applications.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Originated, reviewed, processed, closed, and administered Member loan proposals.
  • Assisted Members in consumer Loan Applications.
  • Experience In Systems Such as Symitar, Experience, meridian Link, Word, Avaya Phone Systems, And Various Document Processing programs.
  • Experience in Identifying Possible Fraud, Reviewing credit reports, Identifying Members properly Via Phone call and in person conversation.

Financial Services Representative

Logix Federal Credit Union
01.2022 - 12.2023
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Maintained updated records of all financial transactions to support traceability.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Advised clients on favorable investment opportunities to meet established financial goals.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Managed client financial portfolios to minimise risk and optimize returns.
  • Processed New Member account Applications
  • Processed consumer Loan Applications

Member Services Representative

Logix Federal Credit Union
03.2021 - 01.2022
  • 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.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Delivered prompt service to prioritize customer needs.
  • Met customer call guidelines for service levels, handle time and productivity.

Education

High School Diploma -

Heritage Christian Academy
Kansas City, MO
05.2019

Skills

  • Proficient in Excellent Member service
  • Experience in Handling Cash Transactions
  • Experience in Handling Account to Account transfers
  • Experience in multiple Computer Systems
  • Organization Skills
  • Experience in Start to finish Consumer Loan Applications
  • Experience in Reviewing Credit Reports
  • Sales Expertise
  • Financial Services
  • Financial Advising

Timeline

Web Loan Officer

Logix Federal Credit Union
01.2023 - Current

Financial Services Representative

Logix Federal Credit Union
01.2022 - 12.2023

Member Services Representative

Logix Federal Credit Union
03.2021 - 01.2022

High School Diploma -

Heritage Christian Academy

Similar Profiles

CREATE PROFILE
Phillip DeAro