RUSSELL E. PATCH III
Greater Seacoast Area
Overview
6
6
years of professional experience
Work History
Title Specialist II
Service Federal Credit Union
08.2022 - Current
- Develop close relationships with customers, dealers and DMV representatives to obtain any needed missing information to complete the loan file
- Interacts with customers and employees in resolving titling and vehicle registration and all other general related issues
- Manages transfer of ownership of paperwork within DMV regulations for In and Out-of-State and International transactions
Stock Plan Consultant I
Fidelity Investments
02.2022 - 07.2022
- Develop and maintain professional relationships with members and ensure customer satisfaction
- Maintain knowledge and interpret all policies and procedures of banking and investments and ensure compliance with all ethics and conducts
- Assist customers/clients with questions and navigate the website to drive a digital service
Financial Service Representative III- Loan Officer Candidate
Service Federal Credit Union
08.2018 - 08.2019
- Develop and maintain professional relationships with members and ensure customer satisfaction
- Provide professional assistance to all member’s issues and ensure confidentiality of all member information
- Maintain knowledge and interpret all policies and procedures of banking and ensure compliance with all ethics and conducts
- Assist members with all benefits and features of new account, IRA, CD, or Safe Deposit products according to member needs
- Evaluate loan applications and issue sound decisions
Education
Bachelor of Science - Finance
Southern New Hampshire University
Manchester, NHBachelor of Science - Marketing
LIM College
New York, NYSkills
- Microsoft Office Applications
- Personal Selling
- Detail Oriented
- Critical thinking
- Communication
- Notary public certification
- Financial transactions handling
- Teamwork and collaboration
- Problem-solving
Timeline
Title Specialist II
Service Federal Credit Union
08.2022 - Current
Stock Plan Consultant I
Fidelity Investments
02.2022 - 07.2022
Financial Service Representative III- Loan Officer Candidate
Service Federal Credit Union
08.2018 - 08.2019
Bachelor of Science - Marketing
LIM College
Bachelor of Science - Finance
Southern New Hampshire University
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