Samantha Castillo
Shirley
Summary
Nurtured Member relationships at Island Federal Credit Union, driving new membership acquisition and providing guidance in financial matters.
Overview
4
4
years of professional experience
1
1
Certification
1
1
Language
Work History
Consumer Loan Processor
Island Federal Credit Union
Hauppauge, NY
11.2025 - Current
- Processed consumer loan applications, ensuring compliance with credit union policies and regulations.
- Reviewed financial documentation for accuracy, identifying discrepancies and resolving issues promptly.
- Collaborated with underwriters to facilitate timely loan approvals and enhance customer satisfaction.
- Maintained detailed records of loan transactions using proprietary software systems for effective tracking.
- Assisted Members in understanding loan products, fostering informed decision-making and enhancing Member engagement.
Senior Member Service Representative
Island Federal Credit Union
Sayville, NY
10.2023 - 11.2025
- Provided exceptional service through active listening, understanding Member needs, and offering appropriate solutions.
- Enhanced Member satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all Member interactions.
- Built rapport with Members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
- Educated Members on financial literacy topics, empowering them to make sound financial decisions for their future success.
- Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to Members.
Teller
Teachers Federal Credit Union
Riverhead, NY
11.2022 - 09.2023
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed Member transactions promptly, minimizing wait times.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for Members.
Education
High School Diploma -
Longwood High School
Middle Island06.2022
Skills
- Customer service
- Relationship building
- Financial transactions
- Customer support
- Call center experience
- Transaction processing
Languages
Spanish
Native or Bilingual
Certification
* Notary Public
*Signature Guarantee
*Lending Authority
*NMLS
Timeline
Consumer Loan Processor
Island Federal Credit Union
11.2025 - Current
Senior Member Service Representative
Island Federal Credit Union
10.2023 - 11.2025
Teller
Teachers Federal Credit Union
11.2022 - 09.2023
High School Diploma -
Longwood High School