Robert Daniels
3538 Flintwood Circle, Pensacola,FL
Summary
PROFESSIONAL PROFILE
Knowledgeable Banking Professional with extensive experience in the financial industry and a strong track record in Member Service and Loan Processing. I have expertise in evaluating financial documents, reviewing of financial and credit report documents for loan approval, and managing loan applications efficiently while ensuring compliance with state and federal banking regulations.
The top priority as Member Service agent and Loan Processor was to always provide the most professional member-focused service that not only assisted them with their financial needs, but also provided beneficial advice about other products that would help with their financial goals.
In addition to the role as Member Service Agent and Loan Processor, I also took on the responsibilities of Mentor and Trainer with both of the past financial institutions I was employed with. While mentoring new hires, I would develop an individualized training plan based on the team member's strengths and areas of improvement while ensuring training and/or coaching meetings were uplifting, encouraging, and provided advice to promote knowledge-building and professional growth.
I am most looking forward to further expanding my knowledge base and career growth within the financial banking industry.
Overview
6
6
years of professional experience
Work History
Loan Processor/Mentor.
Digital Credit Union
02.2022 - 11.2024
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed loan files for completeness and accuracy, identified missing documentation, and generated condition lists for applicants.
- Assisted loan officers with origination and closing processes to fast-track procedures and improve in efficiency.
- Maintained compliance with federal, state, and company regulations through regular review of updated guidelines.
- Analyzed credit reports to determine eligibility of applicants and capacity for loan products.
- Prepared documents for underwriting by verifying applicant income, credit reports, and other information.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher member satisfaction.
- Provided one-on-one mentoring sessions to new hires to assist them with reaching their full potential within the organization and maintain service/performance standards.
- Contributed to departmental goals by meeting or exceeding monthly quotas for new loan products opening along with referral goals for other banking products.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
Member Serv Specialist II.
Navy Federal Credit Union
06.2018 - 01.2022
- Handled escalated calls professionally, mitigating concerns effectively while maintaining excellent rapport with Members.
- Assisted in training new team members, sharing best practices, and contributing to a cohesive work environment.
- Participated actively in continuous improvement initiatives that bolstered member satisfaction and increased overall team performance.
- Provided personalized financial guidance based on individual goals, helping members make well-informed decisions about their finances.
- Resolved complex issues with tailored solutions, ensuring positive outcomes for both members and the organization.
- Provided coaching and mentoring to employees.
- Developed and executed performance management programs to increase employee engagement and productivity.
- Followed all company policies and procedures to deliver quality work.
Skills
- Loan Origination and Underwriting
- Member Service Focused
- Efficient Time Management Skills
- Proficient in Variety of Banking Software Programs
- Collaboration and Communication with fellow Team And Support Departments to ensure a Positive and Motivating Work Place Environment
- Train and Lead new staff in order to Promote and Assist Others with their career building path
- Assessing all interactions with Clients/Members to ensure Risk Management Procedures are being met and followed for the protection and safety of the the Member and the Financial Institution
Accomplishments
- Top Trainer of the Quarter (4th QTR/2020-NFCU)
- Partners in Performance Award (2021-NFCU)
- Member Service Excellence Award (09/2023-DCU)
- 100 CLUB AWARD-Scoring most perfect scores on Quality Reviews (1st QTR-2024-DCU)
Timeline
Loan Processor/Mentor.
Digital Credit Union
02.2022 - 11.2024
Member Serv Specialist II.
Navy Federal Credit Union
06.2018 - 01.2022
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