Rachel Anh North
Wilmington,NC
Summary
Analytical finance professional with a strong foundation in credit analysis, risk assessment, and regulatory compliance. Proven ability to evaluate creditworthiness and identify financial risks. Seeking to leverage experience in financial services to assess business credit and recommend sound lending decisions in a commercial credit underwriter position.
Overview
7
7
years of professional experience
Work History
Financial Service Representative I
Corning Federal Credit Union
05.2023 - Current
- Proven ability to manage member relationships, assess financial needs, and offer tailored recommendations on banking products and loans
- Adept at explaining complex financial concepts, handling account inquiries, processing loan applications, and resolving issues efficiently while maintaining compliance with industry regulations
- Strong communication and interpersonal skills, committed to delivering exceptional customer service and building long-term member trust
Member Relationship Consultant
Corning Federal Credit Union
02.2023 - 05.2023
- Delivered front-line advisory services, providing guidance on financial products while mentoring new employees
- Participated in data-driven sales initiatives, analyzing member financial behavior to identify opportunities for lending and cross-selling
- Selected to participate in a sales engagement team and created several sales initiatives
Member Service Representative I
Corning Federal Credit Union
05.2022 - 02.2023
- Cross sold multiple products and services, effectively increasing member satisfaction
- Delivered exceptional customer service during administration of teller transactions for members including loan payments, servicing member accounts, and correcting any discrepancies
- Balanced automated teller machines and teller cash recyclers
- Assisted with daily balancing of cash vault, which exceeded $300,000
Admissions Specialist
Wilmington Treatment Center
11.2021 - 03.2022
- Specialized in administrative tasks which included registration procedures, patient charting, and insurance verification
- Followed government regulations, informed patients of their rights, and privacy practices, and upheld HIPAA
Night Shift Manager
Vermont Cookie Love
06.2017 - 09.2021
- Managed daily operations which involved: customer service, handling cash drawers, training staff, inventory, and opening and closing the store
- Implemented efficiency improvements through new layout concepts
Education
B.S. - Business - Finance and Management
Pensacola Christian College
Pensacola, FL05.2021
Skills
- Credit risk assessment
- Regulatory compliance
- Customer service
- Attention to Detail
- Problem solving
- Sales and Cross-selling
Timeline
Financial Service Representative I
Corning Federal Credit Union
05.2023 - Current
Member Relationship Consultant
Corning Federal Credit Union
02.2023 - 05.2023
Member Service Representative I
Corning Federal Credit Union
05.2022 - 02.2023
Admissions Specialist
Wilmington Treatment Center
11.2021 - 03.2022
Night Shift Manager
Vermont Cookie Love
06.2017 - 09.2021
B.S. - Business - Finance and Management
Pensacola Christian College
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