Sara Schaefer
Eagan,MN
Summary
Financial Service Specialist with extensive experience in loan processing, customer service, and risk assessment. Known for building strong client relationships and streamlining internal processes to improve productivity. Skilled in credit analysis, effective communication, and maintaining confidentiality.
Overview
16
16
years of professional experience
Work History
Financial Service Specialist
SharePoint Credit Union
03.2024 - Current
- Increased client satisfaction by providing personalized financial advice and building strong relationships.
- Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Submitted loan applications to underwriter for verification and recommendations.
- Maintained strict confidentiality of bank records and client information.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Collaborated with other departments to promptly process loan applications.
Financial Service Specialist
Star Choice Credit Union
11.2011 - 03.2024
- Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Maintained strict confidentiality of bank records and client information.
- Managed a diverse portfolio of loans while maintaining low default rates through careful risk assessment and proactive borrower support.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Streamlined internal processes for increased productivity by implementing time-saving tools and best practices within the team.
- Provided exceptional customer service during loan origination, addressing client concerns and ensuring a smooth process from start to finish.
Member Service Representative
SharePoint Credit Union
02.2009 - 11.2011
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Verified customer identification and documentation for compliant transactions.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Collaborated with team members to ensure seamless operations during peak hours or staff shortages.
Education
Associate of Science - Veterinary Science
Minnesota School of Business
Plymouth, MN06-2012
Skills
- Time Management Efficiency
- Effective Communication Techniques
- Credit Analysis Proficiency
- Extensive product knowledge
- Ethical Conduct Adherence
- Analytical Thinking Strength
- Attention to Detail Precision
- Customer service-focused
- Relationship building and management
Timeline
Financial Service Specialist
SharePoint Credit Union
03.2024 - Current
Financial Service Specialist
Star Choice Credit Union
11.2011 - 03.2024
Member Service Representative
SharePoint Credit Union
02.2009 - 11.2011
Associate of Science - Veterinary Science
Minnesota School of Business
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