Samanthaa BeVier
Bailey,MI
Summary
Enterprising lender experienced in leading all aspects of new and ongoing business operations. A strategic thinker and tactical decision-maker driven by a passion for customer service and surpassing expectations. Excels at creative problem-solving, de-escalating situations, and initiating positive change.
Overview
10
10
years of professional experience
Work History
Loan Originator
Adventure Credit Union
11.2022 - Current
- Created tools for the Loan Originator position during training and developed a live document to better serve the department
- Cross sell to expand the relationship between the member and Adventure.
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
- Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
- Developed strong relationships with customers through high levels of customer service.
- Participated in ongoing training sessions to stay current on industry trends, lending guidelines, and product offerings.
- Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
- Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
- Provided exceptional customer service throughout the entire loan process, resulting in repeat business and positive client reviews.
- Reduced processing time by proactively addressing potential issues in loan applications, ensuring accurate documentation.
- Mentored new loan originators, sharing industry knowledge and best practices for successful outcomes.
- Increased loan application approvals by developing and maintaining strong relationships with borrowers and underwriters.
- Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
- Attended networking events to cultivate relationships withother professionals, resulting in increased referral business.
Branch Manager
Service 1 Federal Credit union
08.2019 - 11.2022
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Engaged employees in business processes with positive motivational techniques.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
Branch Manager
Compass Credit Union
12.2017 - 08.2019
- Assessed employee performance and developed improvement plans.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Developed high-performing team through targeted recruitment, training, and performance management initiatives.
- Resolved various issues impacting sales management and business operations.
- Examined customer loan applications for loan approvals and denials.
Indirect/Direct Lender
Meijer Credit Union
11.2014 - 12.2017
- Examined credit reports, financial statements and tax returns to determine repayment capability.
- Improved risk assessment accuracy by conducting thorough reviews of loan applications and financial documents.
- Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
- Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
Education
Cosmetology License - Cosmetology
Regency Beauty Institute
Grand Rapids, MI02.2011
Associate of Arts - Teaching
Grand Rapids Community College
Grand Rapids, MI05.2008
Skills
- Goal-Oriented
- Customer service-focused
- Branch Operations Management
- Customer Relationships
- Excellent work ethic
- Attention to Detail
- Coaching and Mentoring
- Relationship building and management
- Strong team-builder
- Decision-Making
- Employee Development
- Staff Management
- Staff Supervision
- Training and Development
Timeline
Loan Originator
Adventure Credit Union
11.2022 - Current
Branch Manager
Service 1 Federal Credit union
08.2019 - 11.2022
Branch Manager
Compass Credit Union
12.2017 - 08.2019
Indirect/Direct Lender
Meijer Credit Union
11.2014 - 12.2017
Cosmetology License - Cosmetology
Regency Beauty Institute
Associate of Arts - Teaching
Grand Rapids Community College
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