Shanna Wenman
Jackson,MI
Summary
Accomplished professional with extensive experience in member services, focused on delivering exceptional results. Proven track record in enhancing member engagement and satisfaction through effective communication and problem-solving. Team-oriented and adaptable, known for reliability and commitment to achieving results. Proficient in conflict resolution and member relationship management.
Overview
11
11
years of professional experience
Work History
Member Service Specialist
American1 Credit Union
Jackson, MI
08.2022 - Current
- Supported members in navigating account inquiries, transactions, and services efficiently.
- Established strong relationships with members to foster loyalty and trust, contributing to a high retention rate.
- Recommended specific products and services in alignment with individual needs, requirements, and specifications.
- Evaluated client financial profiles to determine loan eligibility and risk levels.
- Collaborated with underwriting teams to ensure compliance with lending regulations and guidelines.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
- Assessed loan applications to ensure creditworthiness and adherence to regulatory standards.
CSR - Customer Service Representative
Whirlpool
Jackson, MI
09.2020 - 08.2022
- Responded to customer inquiries, providing accurate product information and support.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Processed orders and returns using company-specific software systems.
Assistant Manager
Dollar General
Jackson, MI
02.2019 - 10.2020
- Supervised daily operations to ensure efficient store management and optimal customer service.
- Trained and mentored staff on best practices for merchandising and inventory management.
- Analyzed sales data to identify trends and adjust inventory levels accordingly.
- Coordinated promotional activities to drive traffic and increase sales performance.
- Developed employee schedules ensuring adequate coverage during peak hours and events.
- Maintained compliance with company policies, safety regulations, and operational standards.
- Fostered a positive work environment that promoted teamwork and high employee morale.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
Assistant Manager
Family Dollar
Jackson, MI
03.2015 - 02.2019
- Supervised daily operations to ensure efficient store management and optimal customer service.
- Trained and mentored staff on best practices for merchandising and inventory management.
- Analyzed sales data to identify trends and adjust inventory levels accordingly.
- Coordinated promotional activities to drive traffic and increase sales performance.
- Developed employee schedules ensuring adequate coverage during peak hours and events.
- Maintained compliance with company policies, safety regulations, and operational standards.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Assistant Manager
Approved Cash Advance
Jackson, MI
11.2014 - 03.2015
- Supervised daily operations to ensure efficient store management and optimal customer service.
- Coordinated promotional activities to drive traffic and increase sales performance.
- Maintained compliance with company policies, safety regulations, and operational standards.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Increased sales through effective merchandising strategies and targeted promotions.
Education
GED - undefined
Ta Wilson Academy
Skills
- Microsoft
- Account Management
- Fraud prevention and detection
- Lending
- CRM Software
- Customer Service
- Financial services
- Loan processing
Timeline
Member Service Specialist
American1 Credit Union
08.2022 - Current
CSR - Customer Service Representative
Whirlpool
09.2020 - 08.2022
Assistant Manager
Dollar General
02.2019 - 10.2020
Assistant Manager
Family Dollar
03.2015 - 02.2019
Assistant Manager
Approved Cash Advance
11.2014 - 03.2015
GED - undefined
Ta Wilson Academy