Detail-oriented Loan Processor with extensive credit union experience, pursuing the Financial Crimes Analyst development role. Proven leader known for accuracy and process improvement. Strong communicator with problem-solving abilities in fast-paced environments.
Overview
16
16
years of professional experience
Work History
Senior Consumer Processing Specialist
STCU
Liberty Lake, Washington
04.2020 - Current
Prepare loan packages and perform quality checks on loans sent to processing.
Complete loan fundings and disbursement of funds.
Provide professional feedback and coaching to teammates and loan officers.
Provide necessary documentation to guarantee approved lien position to the credit union.
Actively participate in projects for the credit union.
New staff training and coaching
Financial Investment Assistant
Horizon Credit Union
Spokane Valley, Washington
08.2018 - 04.2020
Executed administrative and clerical tasks to support Financial Advisor's operations.
Filter incoming phone calls to prioritize activity and reduce interruptions.
Coordinated appointments and managed calendar, ensuring timely confirmations.
Develop engagement campaigns to enhance staff morale and participation.
Reviewed documents for accuracy before submission, tracked new business through outbound calls until completion.
Consumer Loan Officer
STCU
Liberty Lake, Washington
01.2011 - 01.2012
Assist members and non-members with new loan requests originated over the telephone and online.
Load and submit loan applications for all types of consumer loans and home equity loans.
Demonstrated enthusiasm and expertise in STCU products, effectively addressing member inquiries.
Assessed member needs to recommend appropriate loan products, enhancing customer satisfaction.
Compiled and finalized month-end financial reports for management review.