Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Shelby Johnson

Valley View,TX

Summary

Dynamic professional with a proven track record at United Texas CU, excelling in roles from Loan Originator/Underwriter to Accountant and Teller Supervisor. Expert in risk management assessments and relationship building, I enhanced customer satisfaction and optimized conversion rates, leading the Credit Union in funded loans for 3 consecutive years, showcasing exceptional team collaboration and proficiency in MS Office.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Loan Originator/Loan Underwriter

United Texas CU
12.2021 - Current
  • Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
  • Enhanced customer satisfaction through prompt communication and timely resolution of inquiries and concerns.
  • Leveraged CRM tools to manage leads, track communications, and optimize follow-up strategies for better conversion rates.
  • Provided exceptional customer service throughout the entire loan process, resulting in repeat business and positive client reviews.

Accountant

United Texas CU
04.2020 - 12.2021
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.

Teller Supervisor

United Texas CU
06.2018 - 04.2020
  • Managed teller schedules, ensuring adequate staffing levels during peak business hours.
  • Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
  • Counted cash drawers and made bank deposits.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.

Education

BBA - Organizational Behavior And Human Resource Mgmt

University of North Texas
Denton, TX
12-2021

Skills

  • Referral generation
  • ancillary product sales
  • Underwriting guidelines
  • Relationship building and management
  • Risk management assessments
  • Sales expertise
  • proficient in MS office
  • Sales pipeline maintenance
  • Team collaboration
  • Verbal and written communication

Accomplishments

  • Cultivated applications to funded loans by working 150 weekly leads
  • Repeatedly commended by superiors for excellent customer service through the form of Google reviews
  • Achieved top producing loan originator 2 consecutive years by relentless work ethic and direct customer communication
  • Kept delinquency for funded loans under 1% of portfolio

Certification

NMLS #2252687

Microsoft Excel certification

Certified financial Councilor (CUNA)

Timeline

Loan Originator/Loan Underwriter

United Texas CU
12.2021 - Current

Accountant

United Texas CU
04.2020 - 12.2021

Teller Supervisor

United Texas CU
06.2018 - 04.2020

BBA - Organizational Behavior And Human Resource Mgmt

University of North Texas

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Shelby Johnson