Rashida Jackson
Finance
Honolulu,HI
Summary
Resourceful and self-motivated professional looking to advance in the mortgage industry. Six years of extensive experience safeguarding customer privacy and assets, managing financial information, and building long-lasting relationships with clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Member Services Representative
Navy Federal Credit Union
Mililani, Hawaii
04.2021 - 12.2021
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Performed loan servicing functions to check compliance with applicable terms and conditions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Financial Services Manager
NC State Employees Credit Union
Sanford, NC
09.2016 - 03.2021
- Worked with accounting staff to efficiently coordinated month-end closing and reporting activities.
- Processed transactions deposits, withdrawals and payments to loan accounts for customers.
- Coordinated efficient department operations by effectively supervising employees, delegating assignments and personally handling routine and advanced problems.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Identified signs of fraud and took proactive action to protect institutional assets.
- Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards.
- Counseled debtors on payment options and arranged installment agreements.
- Performed loan servicing functions to check compliance with applicable terms and conditions.
- Worked in call center environment handling manual and automatically dialed outbound calls.
Education
MBA in Finance
Grand Canyon University
Phoenix, AZ08.2023
Bachelor of Science - Environmental Biology
Wingate University
Wingate, NC05.2015
Skills
- Payment collection
- Loan Processing
- Knowledge of bankruptcy processes
- Staff Management
- Strategic and financial planning
- Written Communication
- Critical Thinking
- Financial Advising
- Cash flow management
Certification
- Licensed Life and Health Insurance
Languages
Spanish
Limited Working
Timeline
Member Services Representative
Navy Federal Credit Union
04.2021 - 12.2021
Financial Services Manager
NC State Employees Credit Union
09.2016 - 03.2021
MBA in Finance
Grand Canyon University
Bachelor of Science - Environmental Biology
Wingate University
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