Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tara Hargis

Clackamas,OR

Summary

Seasonal Technical Trainer with the ability to collaborate with multiple managers and department heads to successfully help onboard new employees and support internal transfers or promotions by demonstrating the credit union's mission and values and ensuring training materials are within policy and procedures. Dedicated worker and efficient in time sensitive situations by being able to prioritize projects and manage all aspect of work performances.

Overview

11
11
years of professional experience

Work History

Technical Trainer

Embold Credit Union
08.2020 - Current
  • Evaluated training effectiveness through regular feedback surveys and questionnaires prior to department visits, making necessary adjustments to course content as needed.
  • Developed lesson plans, practice worksheets, job aids and written practice tests by utilizing Articulate, Snagit, and Microsoft Programs for current and future training courses.
  • Coordinated expert led training with specialized departments for employees to better understand credit union's policy and procedures.
  • Implemented new LMS program and created courses, assessments, and supplemental material to support in-person and/or virtual training according to employee role and procedure changes.
  • Collaborated with Department Managers, Regional Managers, and Senior Leadership Team to identify key areas necessary for training and creating reference material.
  • Work with department management and employees providing growth and individual training allowing success in current and future roles.
  • Provide feedback to employees and their direct reports discussing their overall growth and areas of opportunity to inspire frequent learning.

Member Service Representative II

Providence Federal Credit Union
01.2020 - 08.2020
  • Learned all internal systems, including Symitar and MeridianLink, and related service role duties to provide skilled team backup in handling customer demands.
  • Trained and directed multiple new employees in lending guides and procedures, conflict resolution and data entry practices.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer and co-worker questions.
  • Created excel tracking worksheet, allowing to enter customer interaction details and track monthly revenue quota.

Credit Exam

OnPoint Community Credit Union
04.2018 - 01.2020
  • Audited lender loan applications gathered from investigations and reported findings
  • Ensure proper behavior and lenders adhering to current guidelines and company standards during examinations
  • Advised branch managers on best practices for lender growth and productivity goals
  • Liaised between executives and entry-level co-workers, facilitating smooth communication and successfully achieving goals
  • Partnered with Training and Development, creating training modules to assure continuous training to employees to promote long-term excellence

Indirect Relationship Officer

OnPoint Communit Credit Union
03.2017 - 04.2018
  • Purposed loan approvals and denials based on member loan application reviews.
  • Complied with regulatory requirements and guidelines to practice safe lending.
  • Extensively trained new employees.
  • Monitored participant workflow and behaviors throughout training process.
  • Planned and delivered training procedures and practices for indirect consumer lending.

Loan Closer

OnPoint Community Credit Union
05.2016 - 02.2017
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Responsible for efficiently closing consumer loans and lines of credits.
  • Promoted sales for different levels of insurance and payment protection.
  • Able to meet and exceed monthly sales goals.
  • Submitted loan applications to management for verification and recommendations.

Member Serivice Specialist

OnPoint Community Credit Union
03.2015 - 04.2016
  • Provide resources to help members manage and maintain accounts.
  • Able to create effective solutions to member's problems.
  • Have knowledge of products and services.
  • Peer mentor for new employees.
  • Communicates to outside departments and supervisors to help eliminate procedural errors.

Personal Banker

US Bank
10.2014 - 02.2015
  • Promoted to Personal Banker within year and half.
  • Deal with opening and maintaining consumer and business accounts.
  • Manage home, business, auto, and personal loans.
  • Handle operations and procedures.
  • Trained new hires for bankers and tellers.

Universal Banker

US Bank
06.2013 - 09.2014
  • Responsible for business and consumer loan applications and establishing accounts.
  • Operational compliance by following policy and procedure.
  • Worked with managers to develop plans for successful monthly goals.
  • Reconciled discrepancies between business and consumer loans and accounts.

Education

Bachelor of Arts - Interdisciplinary Studies

Concordia University
Portland, OR
2013

High School Diploma - undefined

Valley Catholic High School
Beaverton, OR
2008

Skills

  • Communication
  • Organization
  • Management
  • Responsible
  • Personable
  • Team Building
  • Critical Thinking
  • Project Planning
  • Customer Relations
  • Natural Leader

Timeline

Technical Trainer

Embold Credit Union
08.2020 - Current

Member Service Representative II

Providence Federal Credit Union
01.2020 - 08.2020

Credit Exam

OnPoint Community Credit Union
04.2018 - 01.2020

Indirect Relationship Officer

OnPoint Communit Credit Union
03.2017 - 04.2018

Loan Closer

OnPoint Community Credit Union
05.2016 - 02.2017

Member Serivice Specialist

OnPoint Community Credit Union
03.2015 - 04.2016

Personal Banker

US Bank
10.2014 - 02.2015

Universal Banker

US Bank
06.2013 - 09.2014

Bachelor of Arts - Interdisciplinary Studies

Concordia University

High School Diploma - undefined

Valley Catholic High School

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Tara Hargis