Stacy Neumeyer
Finance
Medina,OH
Summary
Highly capable finance professional with solid background in loan origination and client management. Adept at navigating complex financial regulations while maintaining keen focus on client needs and satisfaction. Known for strong collaborative skills and results-driven approach, adapting seamlessly to dynamic environments.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Branch Manager
PSE Credit Union, Inc.
Strongsville, OH
10.2022 - 05.2026
- Oversaw daily branch operations, ensuring compliance with policies and procedures.
- Developed and implemented strategic initiatives to enhance member engagement and satisfaction.
- Managed staff training and performance evaluations to maintain high service standards.
- Established community partnerships to promote credit union services and expand member outreach.
- Fostered a positive work environment by promoting professional development and teamwork among staff.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Consulted customers to boost product sales and services.
- Examined customer loan applications for loan approvals and denials.
- Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
- Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
- Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Reviewed and validated details of loan applications and closing documentation.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
Loan Officer
PSE Credit Union, Inc.
Parma, OH
04.2017 - 10.2022
- Evaluated loan applications, analyzing creditworthiness and financial history to determine eligibility.
- Assisted clients in understanding loan products and processes, enhancing customer service experience.
- Streamlined application review process, improving turnaround time for loan approvals.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Developed strong relationships with customers through high levels of customer service.
- 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.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
Business Development Specialist
PSE Credit Union, Inc.
Parma, OH
05.2014 - 04.2017
- Developed and maintained strategic partnerships with local businesses to enhance member offerings.
- Conducted presentations and workshops to educate members on financial products and services.
- Oversaw outreach initiatives, increasing community awareness and engagement with credit union services.
- Secured high-value accounts through building rapport with key decision-makers, understanding their needs, and presenting customized solutions tailored to their requirements.
- Established long-term partnerships with key stakeholders, fostering trust and collaboration for mutual success.
- Improved lead generation efforts by refining prospecting techniques, resulting in higher-quality leads for the sales team.
- Developed business pipeline using cold and warm techniques.
- Contributed to event marketing, sales and brand promotion.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Built relationships with customers and community to promote long term business growth.
Marketing Assistant
PSE Credit Union, Inc.
Parma, Ohio
11.2011 - 04.2014
- Supported development and execution of marketing campaigns to enhance member engagement.
- Collaborated with cross-functional teams to ensure cohesive messaging across all marketing materials.
- Coordinated events and promotional activities, driving participation and brand awareness among members.
- Updated spreadsheets with statistical, financial and non-financial information.
- Increased brand awareness by implementing targeted marketing campaigns and social media strategies.
- Strengthened brand identity with consistent messaging across various platforms including print, digital, and social media channels.
- Enhanced customer engagement with the development of compelling content for email newsletters and blog posts.
- Streamlined marketing processes, optimizing efficiency through the use of project management tools and software.
Education
Business/Finance/Real Estate
Cuyahoga Community College
Cleveland, OHSkills
- Relationship building
- Excellent work ethic
- Attention to detail
- Excellent time management skills
- Customer relationships
- Branch operations management
- Financial advising
- Application review
- Loan servicing
- Consumer lending
- Loan origination
Certification
- CNP - Certified Notary Public
- NMLS
- Real Estate License
Work Preference
Work Type
Full TimeLocation Preference
On-SiteTimeline
Branch Manager
PSE Credit Union, Inc.
10.2022 - 05.2026
Loan Officer
PSE Credit Union, Inc.
04.2017 - 10.2022
Business Development Specialist
PSE Credit Union, Inc.
05.2014 - 04.2017
Marketing Assistant
PSE Credit Union, Inc.
11.2011 - 04.2014
Business/Finance/Real Estate
Cuyahoga Community College