Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
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STEPHANI SPEARS

STEPHANI SPEARS

Finance and Sales Specialist
Cedar Park,Tx.

Overview

11
11
years of professional experience
2
2
years of post-secondary education
1
1

3 Hr. TX SML- SAFE Texas Law and Practice Certificate

1
1

20 Hr. SAFE Comprehensive Mortgage Loan Originator Fundamentals

1
1

40 Hr. Supervisory Roles Training

1
1

40 Hr. Consumer Lending Specialist Training

Work History

Mother/Career Sabbatical to Take Care of Children

Self Employed
01.2017 - Current
  • Transported children to and from school, medical appointments and extra-curricular activities.
  • Helped children complete homework assignments and school projects.
  • Organized extracurricular schedules for sports and classes and provided safe transportation to different events.
  • Established lasting, professional connections with families and children by encouraging open communication and delivering positive feedback.
  • Developed games and activities using arts and crafts to support learning and verbal skills.
  • Promoted language development skills through reading and storytelling.
  • Organized activities that enhanced children's physical, emotional and social well-being.
  • Worked with parents to develop and implement discipline programs to promote positive behavior.

Senior Member Service Specialist

Randolph Brooks Federal Credit Union
06.2012 - 03.2017
  • Extensive sales experience
  • Worked hand in hand with all consumer lending, mortgage, fraud departments, and more
  • Knowledge in auto loans, credit cards, and personal loans
  • Minimal knowledge in mortgage loans and services
  • Completed all lending documents needed to finalize services with RBFCU
  • Took inbound and made outbound calls needed to finalize all consumer loans
  • Generated financial reports for management review
  • Drafted internal documents and memoranda
  • Liaised directly with customers to meet needs and maintain satisfaction
  • Managed office inventory and placed new supply orders
  • Updated employee paperwork and records
  • Scheduled appointments and maintained master calendar
  • Designed surveys & sales incentives, tracked responses, and generated data reports.
  • Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
  • Trained and directed new employees in call script use, conflict resolution and data entry practices to boost customer satisfaction ratings.
  • Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
  • Surpassed sales goals through implementation of effective marketing strategies.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Cross-trained and provided backup support for organizational leadership.
  • Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
  • Trained staff on operating procedures and company services.
  • Cross-trained and backed up other customer service managers.

Universal Teller 1

IBC Bank
05.2011 - 05.2012
  • Fulfilled day to day teller operations
  • Met daily and weekly sales criteria
  • Managed office inventory and placed new supply orders
  • Generated financial reports for management review.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Education

Associate of Arts - Teaching

Austin Community College
Austin, TX
08.2020 - Current

Skills

  • Qualifications & General Skills
  • 6 years customer service and sales experience
  • Skilled in banking and consumer lending specific areas
  • Comprehensive knowledge in banking rules & regulations
  • Leadership & supervisory skills
  • Planning & organizing skills
  • Tracking member and accounting information with follow up
  • 4 years supervisory experience
  • Power Point
  • Staff education and training
  • Complaint resolution
  • Service recommendations
  • Recordkeeping strengths
  • Strategic sales knowledge
  • Relationship building
  • Call center operations

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

I do not believe that sheer suffering teaches. If suffering alone taught, all the world would be wise, since everyone suffers. To suffering must be added mourning, understanding, patience, love, openness and the willingness to remain vulnerable.
Joseph Addison

Timeline

Associate of Arts - Teaching

Austin Community College
08.2020 - Current

Mother/Career Sabbatical to Take Care of Children

Self Employed
01.2017 - Current

Senior Member Service Specialist

Randolph Brooks Federal Credit Union
06.2012 - 03.2017

Universal Teller 1

IBC Bank
05.2011 - 05.2012

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STEPHANI SPEARSFinance and Sales Specialist