Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Financial Services Representative (Loan Officer)
Centris Federal Credit Union
11.2022 - 05.2023
Worked with credit union members to establish new accounts and submit loan applications
Analyzed credit reports and provided credit counseling to help members improve their financial situation
Assisted with daily account and loan maintenance to ensure continued satisfaction for members with the credit union
Assisted members with the Home Equity loan application process
Sold additional loan related products and services to members based on their specific needs.
Streamlined financial processes for improved efficiency and reduced errors in transactions.
Branch Service Representative (Universal Banker)
Centris Federal Credit Union
07.2021 - 11.2022
Worked with credit union members to establish new accounts and submit loan applications
Analyzed credit reports and provided credit counseling to help members improve their financial situation
Assisted with daily account and loan maintenance to ensure continued satisfaction for members with the credit union.
Increased branch sales by offering personalized financial solutions to clients and promoting bank products and services.
Vault Teller
Centris Federal Credit Union
09.2020 - 07.2021
Worked to build relationships with credit union members while performing teller transactions
Assisted in the onboarding and training of new tellers
Performed monthly administrative duties such as placing the branch cash order overseeing all branch audits.
Respite Coordinator
First Evangelical Free Church
07.2019 - 04.2020
Worked as an event coordinator
Recruited volunteers and facilitated new volunteer training
Managed online registration and organized marketing communication.
Para Educator
Lincoln Christian Elementary
08.2019 - 03.2020
Worked to integrate a child with a profound disability into a typical kindergarten class
Facilitated interactions between the child and his peers with the goal of building relationships
Worked with the child on using assistive technology to communicate and learn.
Respite Provider
Mosaic
07.2018 - 12.2019
Supported clients with developmental disabilities successfully participate in activities within the community
Assisted clients in completing daily goals to promote their independence
Assisted clients in accomplishing daily tasks including grocery shopping and meal preparation.
Caregiver
Bethany Ranch Group Home
03.2017 - 06.2018
Supported clients with developmental disabilities successfully complete daily activities including bathing, the consumption of food, and other hygienic tasks
Assisted clients in maintaining their nutritional needs providing them with balanced meals made on site
Directed clients through supervised outings in the community to help develop good social skills
Oversaw first aid administration and the administration of client medication
Assisted management with training new staff members and teaching them how to be successful in the workplace.
Reception LEAD
Grand Canyon University
08.2016 - 08.2017
Oversaw registration for K-12 students at the Learning Lounge by collecting student applications and processing the required paperwork in an online database
Was responsible for managing student records using strong organization and time management skills
Assisted in the coordination of twenty volunteers and assigned them with daily tasks
Performed front desk duties such as phone operation, patron assistance, and scheduling LEAD (Learning Advocate) appointments
Exhibited the ability to organize large groups of students efficiently and safely for outdoor activities.
K-12 Math LEAD
Grand Canyon University
01.2016 - 08.2016
Supported local K-12 students at the GCU Learning Lounge with mathematical tutoring, as well as homework assistance
Built and maintained relationships with students and their families
Demonstrated the ability to work well in a team setting
Exercised the ability to work well in a fast-paced environment.
Education
Bachelor of Business Administration in Accounting -
University of Nebraska
Lincoln, NE
High School Diploma -
Central High School
Phoenix, AZ
05.2015
Skills
Financial Product Sales
Sales Quota Achievement
Account Performance Reviews
Regulatory Compliance
Account Retention
Cash Handling
Debt management
Credit analysis
Customer Relationship Building
Loan Applications
Account Maintenance
Financial Services
Timeline
Financial Services Representative (Loan Officer)
Centris Federal Credit Union
11.2022 - 05.2023
Branch Service Representative (Universal Banker)
Centris Federal Credit Union
07.2021 - 11.2022
Vault Teller
Centris Federal Credit Union
09.2020 - 07.2021
Para Educator
Lincoln Christian Elementary
08.2019 - 03.2020
Respite Coordinator
First Evangelical Free Church
07.2019 - 04.2020
Respite Provider
Mosaic
07.2018 - 12.2019
Caregiver
Bethany Ranch Group Home
03.2017 - 06.2018
Reception LEAD
Grand Canyon University
08.2016 - 08.2017
K-12 Math LEAD
Grand Canyon University
01.2016 - 08.2016
Bachelor of Business Administration in Accounting -