Summary
Overview
Work History
Education
Skills
Websites
Work Availability
Quote
Timeline
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Tamara Welch

Summary

Highly motivated sales and customer service professional with over 5 years of experience in the industry. Proven track record of exceeding sales targets and delivering exceptional customer service. Seeking a new challenge in a role that leverages my skills in communication, problem-solving, and relationship-building.

Overview

6
6
years of professional experience

Work History

Lending Specialist

People Driven Credit Union (Formerly Community Alliance Credit Union)
03.2023 - Current
  • Analyzing borrowers' credit for pre-approval or denial of loan applications
  • Interacting with and developing customer relationships via telephone to drive sales and build new business sources
  • Processing credit loan applications and using product knowledge to present loan solutions to current and potential customers.

Member Service Specialist

People Driven Credit Union (Formerly Community Alliance Credit Union)
07.2021 - 06.2023
  • Responding to calls and tickets coming back from our 3rd party call center partner
  • Conducting Online Banking, Card Services, and Deposit Operations functions as needed
  • Providing exemplary customer service; actively engaged in resolving member concerns/problems.

Senior Member Service Representative

People Driven Credit Union (Formerly Community Alliance Credit Union)
06.2022 - 03.2023
  • Averaging $280k in new monthly loan revenue
  • Growing account volume through good judgment and effective customer solicitations in the branch and by telephone
  • Performing post-closing audits on loans to ensure all documents successfully obtained, completed, and all closing conditions have been met.

Financial Service Representative

Michigan First Credit Union
08.2020 - 03.2021
  • Processing and opening all specialty accounts
  • Providing support and assistance to other departments and branches when requested
  • Handling all loan requests and reviewing credit needs for further loan opportunities to benefit the member.

Lead Teller

Arbor Financial Credit Union
09.2018 - 07.2020
  • Coordinating teller operations by assisting in assigning work and distributing workflow
  • Assisting branch management with overall daily workflow of tellers including working a teller drawer
  • Performing all teller transactions as requested and having the capability to balance CDMs, TCRs, ATMs, and vault.

Credit Card Specialist

The PNC Financial Services Group, Inc.
07.2017 - 09.2018
  • Consistently meeting or exceeding all targets for Schedule Adherence and Call-Quality Metrics
  • Operating, maintaining, and supervising the upkeep of account data for over 1,000 clients monthly
  • Contributing remarkable customer service by handling inbound calls and offering problem resolution.

Education

Bachelor of Science in General Studies -

Western Michigan University

Skills

  • Credit Report Analysis
  • Customer Relations
  • Critical Thinking
  • Loan Servicing
  • Goal-oriented
  • Self-sufficient
  • Analytical and Critical Thinking
  • Consumer Lending Processes
  • Reviewing Credit Information
  • Lending Software Systems
  • Financial Counseling
  • Microsoft Office

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Timeline

Lending Specialist

People Driven Credit Union (Formerly Community Alliance Credit Union)
03.2023 - Current

Senior Member Service Representative

People Driven Credit Union (Formerly Community Alliance Credit Union)
06.2022 - 03.2023

Member Service Specialist

People Driven Credit Union (Formerly Community Alliance Credit Union)
07.2021 - 06.2023

Financial Service Representative

Michigan First Credit Union
08.2020 - 03.2021

Lead Teller

Arbor Financial Credit Union
09.2018 - 07.2020

Credit Card Specialist

The PNC Financial Services Group, Inc.
07.2017 - 09.2018

Bachelor of Science in General Studies -

Western Michigan University
Tamara Welch