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
Websites
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
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