Tasharae Jones
Valdosta,GA
Summary
Seasoned Financial Services professional with 10+ years of expertise in customer service, account management, and financial advising. Committed to delivering world-class service, exceeding client expectations, and optimizing financial solutions.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Services Officer II
First Commerce Credit Union
Adel, GA
01.2023 - Current
- Specializes in consumer lending, including home equity and land loans, providing tailored lending solutions to meet client needs.
- Originates and closes an average of $500,000 to $1 million in consumer loans per month.
- Conducts interviews with loan applicants, explaining loan options, interest rates, and collateral requirements. Processes payoff requests, loan disbursements, credit advances, and lien satisfactions.
- Promoted to Financial Services Officer II in October 2024, in recognition of strong performance and expertise. Recognized as sales representative of the month for six consecutive months for top performance and loan production.
Senior Universal Banker
BB&T now Truist Financial
Lakeland, FL
02.2016 - 12.2022
- Progressed from Floating Teller to Senior Relationship Banker over six years, serving in both Valdosta, GA and Lakeland, FL during the BB&T and SunTrust merger.
- Oversaw teller operations, opened and managed accounts, including money markets, certificates of deposit, and IRAs, originated consumer loans, and ensured regulatory compliance while delivering top-tier customer service.
- Ensured compliance with financial regulations such as Reg E, BSA, OFAC, and CIP.
Senior CSR
CDK Global
Valdosta, GA
11.2013 - 02.2016
- Demonstrated mastery of customer service call center script within specified time frame.
- Scheduled appointments for service, processed leads, documented customer desires, conducted surveys and updated account data for auto dealerships + prospects.
- Proficient in using CRM software and virtual communication tools while answering inbound phone calls, placing outbound calls in a remote setting.
Education
Bachelor of Science - Finance
Southern New Hampshire University
Hooksett, NH05-2026
Associate in Healthcare Management -
Ultimate Medical Academy
08.2020
Skills
- Consumer Lending (Auto Loans, RV/Boat/Utility Loans, Signature Loans, Credit Cards, Secured Loans)
- Home Equity Loans, 2nd Mortgages, and Land Loans
- Loan Origination and Processing
- Credit Analysis and Risk Assessment
- Banking Products and Services
- Insurance Sales Knowledge
- Customer Relationship Management
- Cash Handling & Account Retention
- Complaint Resolution & Compliance (Reg E, BSA, OFAC, CIP)
Certification
- Notary Public, GA, 05/2023 - 05/2027
- NMLS, 01/2023 - Present, #2479898
- Credit Life & Disability Insurance, 04/2023, 09/2025, License #: 360064
Timeline
Financial Services Officer II
First Commerce Credit Union
01.2023 - Current
Senior Universal Banker
BB&T now Truist Financial
02.2016 - 12.2022
Senior CSR
CDK Global
11.2013 - 02.2016
Associate in Healthcare Management -
Ultimate Medical Academy
Bachelor of Science - Finance
Southern New Hampshire University
Similar Profiles
Heath DawsonHeath Dawson
SVP & Chief Operating Officer at Marshland Credit UnionSVP & Chief Operating Officer at Marshland Credit Union
Kenya LivermoreKenya Livermore
Loan Processor at Department of Commerce Federal Credit UnionLoan Processor at Department of Commerce Federal Credit Union
Anie AkpeAnie Akpe
Vice President of Mortgage Lending at US Dept of Commerce Federal Credit UnionVice President of Mortgage Lending at US Dept of Commerce Federal Credit Union
Markus BlairMarkus Blair
VSU Recreation Front Desk Student at Valdosta State University Campus Recreation CenterVSU Recreation Front Desk Student at Valdosta State University Campus Recreation Center
John GemisisJohn Gemisis
Recovery From Health Issues at Disability InsuranceRecovery From Health Issues at Disability Insurance