Tammy Perry
South Boardman,USA
Summary
Industrious professional with over 20 years of customer service and leadership experience. Enhanced employee performance and streamlined processes through effective collaboration and conflict resolution, resulting in increased satisfaction. Demonstrated adaptability and initiative in tackling new challenges, contributing to career advancement within the banking industry.
Overview
1
1
Certification
25
25
years of professional experience
Work History
E-Consumer Lender
Forest Area FCU
Fife Lake, MI
08.2022 - Current
- Evaluated loan applications to determine creditworthiness and eligibility.
- Assisted members in understanding loan products and services offered.
- Processed loan disbursements in compliance with regulatory standards.
Branch Manager
Forest Area Federal Credit Union
Manton, USA
02.2019 - Current
- Cultivated strong relationships with customers and suppliers through strategic account development
- Cross-trained employees to enhance team agility and overall performance
- Adjusted job assignments and schedules to keep pace with dynamic business needs while factoring in processes, employee knowledge, and customer demands
- Adjusted job assignments and schedules to align with dynamic business needs, considering processes, employee expertise, and customer demands
- Onboarded new employees, including: conducting interviews, training, mentoring, and new hire documentation
- Performed employee reviews
Loan officer/New account Rep
Forest Area Federal Credit Union
Fife Lake, USA
08.2012 - 02.2019
- Obtained, verified, and compiled copies of loan applicants’ credit histories, financial statements, and financial background to evaluate creditworthiness for loan eligibility.
- Analyzed loan markets to identify prospects and drive development of new loans.
- Determined all applicable ratios and metrics and set up debt repayment plans
- Opened accounts for customers, including CDs, checking accounts, and IRAs, enhancing client banking options.
- Answered questions regarding interest rates, fees, and bank policies
- Assisted in cross-selling other bank services
Teller
Forest Area Federal Credit Union
Fife Lake, USA
09.2001 - 08.2012
- Balanced cash drawer accurately at end of shifts
- Maintained organized records of transactions and activities
- Accounts payable and receivable
- Executed money transactions including deposits, withdrawals, and money orders
Education
High School diploma -
Forest area high school
Fife Lake, miSecretary/clerical program -
Career tech center
Traverse City, miSkills
- Loan Processing
- Strong Mathematical Skills
- Policies and Procedure Development
- Strategic Planning
- Microsoft Office Suite
- Staff Management
- Delegation
- Team Leader
- Ability to Work Under Pressure
- Adaptability and Openness to Workplace Changes
- Trustworthy with Sensitive and Confidential Information
- Communicative
Certification
Certified Financial Counselor, Credit Union National Association Inc., 2019
Volunteer Experience
Community and weekly meals preparer and distributer, multiple churches, Manton, MI
Timeline
E-Consumer Lender
Forest Area FCU
08.2022 - Current
Branch Manager
Forest Area Federal Credit Union
02.2019 - Current
Loan officer/New account Rep
Forest Area Federal Credit Union
08.2012 - 02.2019
Teller
Forest Area Federal Credit Union
09.2001 - 08.2012
High School diploma -
Forest area high school
Secretary/clerical program -
Career tech center