Hi, I’m
Shannon Watkins
Oakley,CA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
17
years of professional experience
Work History
Pacific Service Credit UnionConcord, CA
Indirect Loan Funder
03.2018 - Current
Job overview
- Strong attention to detail
- Establish effective business relationships with dealers
- Submitted loan applications to underwriter for verification and recommendations.
- Accurately review underwriter’s approvals
- Answer calls and assist members and dealers
- Support and collaborate with other departments
- Meet department goals to achieve revenue
- Acquire and exhibit knowledge of funding terms
- Acquire and exhibit knowledge of underwriting processes
- Analyze contracts to ensure they are in compliance
- Provide program improvement solutions
- Accurately enter and verify applicant and loan information
- Judge risk when opening new loans
- Cross-sell applicable products to members
Pacific Service Credit UnionAntioch, CA
Teller Service Representative
09.2012 - 03.2018
Job overview
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Processed customer transactions promptly, minimizing wait times.
- Performed account file maintenance using member records
- Addressed member experience concerns and offer solutions
- Accurately performed various verbal and written member requests
- Processed mail and written correspondence
- Used Microsoft Office programs to create documents and manage workflow
- Judged risk when opening new accounts
- Wrote and distributed customer correspondence.
- Executed wire transfers, stop payments and account transfers.
Contra Costa CountyAntioch, CA
Eligibility Worker
02.2012 - 05.2012
Job overview
- Determined eligibility for new clients
- Maintained client records trough computerized and on-line systems
- Conducted eligibility redetermination by reviewing eligibility factors
- Answered correspondence which requests information or assistance
- Obtained required signatures for various documents as needed
- Provided information to applicants to establish or maintain eligibility
Bank Of AmericaConcord, CA
Customer Service Representative
07.2008 - 02.2012
Job overview
- Greeted and assisted customers with superior customer service
- Answered constant flow of customer calls with minimal wait times.
- Ability to effectively communicate account information
- Solved customer’s problems efficiently and effectively
- Educated customers about their accounts and services
- Ability to multitask
- Ability to troubleshoot customer’s accounts
- Offered credit cards to qualified customers
Advance AmericaAntioch, CA
Assistant Manager
01.2006 - 04.2007
Job overview
- Operated with supervisory responsibilities for two different locations.
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Supervised a crew of 7+ employees daily, planning schedules and delegating assignments to meet coverage and service demands.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Handled large sums of money and made daily deposits of $10,000 and more
- Performed semi-routine data analysis and editing to produce regular status reports, graphs and spreadsheets
- Heavily managed customers files
- Coordinated the management of ordering office supplies
- Assigned projects to staff in the absence of the manager
Education
Cal State East BayHayward, CA
Bachelor of Science from Health Sciences
05.2021
University Overview
- Professional development completed in Public Health
Los Medanos CollegePittsburg, CA
Associate of Arts from Liberal Arts
05.2007
Skills
- Customer Relations
- Excellent telephone, written and verbal communication skills
- Proficient in computer and analytic skills
- Excellent problem-solving skills
- Ability to adapt to deadlines
- Ability to organize, prioritize and report work routines
- Proficient with a variety of software applications and office machines
- Product Education
- Motivated self-starter who embraces challenges
- Ability to thrive in a fast paced environment
- Type 38 wpm
- 10-Key Typing
- File Maintenance
- Social Media Knowledge
- Meetings
Timeline
Indirect Loan Funder
Pacific Service Credit Union
03.2018 - Current
Teller Service Representative
Pacific Service Credit Union
09.2012 - 03.2018
Eligibility Worker
Contra Costa County
02.2012 - 05.2012
Customer Service Representative
Bank Of America
07.2008 - 02.2012
Assistant Manager
Advance America
01.2006 - 04.2007
Cal State East Bay
Bachelor of Science from Health Sciences
Los Medanos College
Associate of Arts from Liberal Arts
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