Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
7
7
years of professional experience
Work History
Loan Officer II
Selco Community Credit Union
04.2025 - Current
Provide exceptional service to new and existing members through contact center channels, specializing in dealer loans.
Conduct member outreach to identify financial needs and recommend appropriate SELCO products and services.
Guide members through the loan application process by collecting information, explaining products and procedures, and ensuring compliance with federal and state regulations.
Collaborate with internal teams to resolve exceptions, improve quality control, and reduce future discrepancies.
Detect and prevent potential fraud to protect members and the credit union from financial losses.
Consistently achieve individual and departmental performance goals while promoting SELCO’s mission and values.
Senior Loan Officer
SELCO Community Credit Union
05.2022 - 04.2025
Mentor new team members to ensure their loans are completed in the correct manor and they are able to reach goals
Follow up on pending applications for team members who are out of the office to ensure they’re current
Review HELOC applications to ensure accuracy before signing
Participate and provide feedback during leadership meetings to improve department processes
Lead various department meetings and trainings, driving team cohesion and enhancing overall productivity
Loan Officer
SELCO Community Credit Union
10.2020 - 05.2022
Received and submitted loan applications via web queue and phone queue.
Interviewed applicants to gather all necessary information to make a reasonable recommendation to underwriting.
Deepened member relationships by cross-selling additional products and services.
MSR III
SELCO Community Credit Union
11.2019 - 10.2020
Assist members with account related updates via branch and phone queue.
Process wire, debit card, and notary requests
Receive, categorize, and process loan payoffs received via mail
Teller
SELCO Community Credit Union
09.2018 - 11.2019
Process consumer and business cash deposits or withdrawals
Count and balance vault
Ensure cash recyclers are at optimal levels and refill from vault as needed
Bilingual Senior Member Service Representative at SELCO Community Credit UnionBilingual Senior Member Service Representative at SELCO Community Credit Union