Shelley Lowis
Ellsworth
Summary
Client-focused and organized professional with diverse experience in customer service, business management and project coordination. Collaborative communicator to quickly build relationships with both clients and business audiences. Known for innovation and creative problem-solving abilities to address business challenges.
Overview
23
23
years of professional experience
Work History
Operations Clerk
Charlevoix State Bank
Charlevoix
09.2022 - 01.2026
- Monitored daily reports to identify and resolve internal account errors, ensuring account balance integrity.
- Tracked customer activity to identify discrepancies and prevent fraudulent transactions.
- Processed and resolved fraudulent activity reported by customers according to Regulation E requirements.
- Verified account information changes along with verifying and processing account verification requests.
- Interacted with customers over the telephone and assisted them with their needs.
- Managed customer disputes by swiftly implementing resolutions to maintain customer satisfaction.
- Approved and processed internal and external wires.
- Processed outgoing check returns and adjustments to maintain accurate financial records.
Business Manager
Newcombs Auto Sales
Auburn Hills
04.2022 - 07.2022
- Utilized matrixed system to present customers with buying options, achieving targeted sales goals.
- Provided actionable feedback to refine strategies and improve program effectiveness.
- Developed strong supplier relationships by obtaining alignment and delivering on mutually established goals.
- Improved tools to enable better tracking and business analysis.
- Assessed customer needs and calculated payment options to facilitate informed purchasing decisions.
- Translated customer needs into operational plan to fulfill projects with the right resources.
- Defined accountabilities and established performance objectives and metrics to execute strategy.
- Worked closely with internal teams to deliver on high-profile, complex projects.
Indirect Lending Coordinator
Vibe Credit Union
Novi
03.2015 - 04.2022
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate actions.
- Developed tailored solutions for customers with credit problems to enhance loan approval rates.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Monitored submitted deals and collaborated with dealerships to resolve open issues promptly.
- Followed up on loan applications through funding and compliance issues to achieve timely resolutions.
- Built and rebuilt partnerships with independent automobile dealerships by delivering above-average customer service.
- Built and maintained strong professional relationships with suppliers and key clients to support long-term business growth.
- Leveraged rapport with key retail account leadership to up-sell vendor partnerships.
- Researched customer trends and marketplace verticals to shape solutions and approaches.
Member Service Officer
Vibe Credit Union
Waterford
06.2003 - 03.2015
- Resolved product or service problems by clarifying customer complaints and determining optimal solutions.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Handled client inquiries with professionalism and enthusiasm, enhancing customer experience and satisfaction.
- Educated clients on how to conduct transactions with convenient online solutions.
- Offered customers a variety of loan products and available credit options to promote valuable decision making.
- Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loans.
- Reviewed loan agreements to confirm completeness and accuracy.
- Delivered high levels of customer service, ensuring smooth processes and positive customer interactions.
Education
High School Diploma -
Clarkston Senior High School
Clarkston, MI06-1992
Skills
- Service management
- Customer Service
- Client relations
- Issue Resolution
- Reporting skills
- Performance monitoring
- Quality Assurance
- Regulatory Compliance
- Process Improvement
- Cost Reduction
- Decision Making
- Assignment Delegation
- Staff Management
- Team leadership
- Employee Motivation
- Communication skills
- Policy development
Timeline
Operations Clerk
Charlevoix State Bank
09.2022 - 01.2026
Business Manager
Newcombs Auto Sales
04.2022 - 07.2022
Indirect Lending Coordinator
Vibe Credit Union
03.2015 - 04.2022
Member Service Officer
Vibe Credit Union
06.2003 - 03.2015
High School Diploma -
Clarkston Senior High School