TERRY LUU
LINCOLN,NE
Summary
With almost 10 years of experience in banking and finance, I strive to assist clients with their portfolios and financial needs, while delivering excellent customer service and building strong relationships with both new and existing clients. I am a detail-oriented professional with excellent communication, interpersonal, and creative thinking skills. I aim to leverage my abilities to provide the highest quality service for the company. Frequently praised as hardworking by my peers, I can be relied upon to help the company achieve its goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Client Tech Support Engineering - Sr Professional
Fiserv | Fintech
Lincoln, NE
04.2025 - Current
- Utilize programs and software to assist clients with their cases and provide resolutions related to the financial institution's needs.
- Assist clients by resolving related collateral loans such as mortgages, home equity line of credits, and participation loans.
- Provide resolutions to efficiently assist clients with loan inquiries, ranging from unsecured to secured loans.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Client Rel. Consultant - Personal Banker
U.S. Bancorp | U.S. Bank
Lincoln, Nebraska
07.2016 - 04.2025
- Built sustainable relationships and trust with customer accounts using open and interactive communication.
- Analyzed and collected customer information to prepare product or service reports.
- Navigated multiple computer systems and applications and utilized search tools to find information.
- Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints.
- Help customers originate mortgage loans ranging from first lien product such as mortgage refinance to home equity line of credits.
- In extension — worked with mortgage partners in assisting with mortgage origination by referrals.
- Conferred with customers by telephone or in-person to provide product or service information.
- Provided efficient and courteous service to customers at all times.
- Gather leads and process follow up calls to ensure needs met.
- Provide products (loans, lines, partner referrals) and help understand financial situations.
- Built and expanded existing client relationships through proactive contact and effective pipeline management.
- Exceeded sales goals by promoting products and services to maximize client financial needs.
- Sourced and generated leads by active networking and making outbound calls.
- Participated in ongoing training to enhance own job skills and knowledge.
- Provided product information to customers and aligned products with customer needs to boost satisfaction.
Customer Service Representative
Hy-Vee, Inc.
Lincoln, Nebraska
05.2013 - 07.2016
- Addressed customers courteously using suitable methods and problem-solving skills.
- Investigated and researched issues to determine root causes and appropriate resolution methods.
- Developed and maintained working knowledge of internal policies, procedures and services to appropriately address customer issues.
- Followed up with customers regarding product functionality and overall satisfaction.
- Assisted with mentoring new employees during and after training.
- Maintained knowledge of company products to provide helpful suggestions and recommendations to customers.
- Responded to telephone inquiries and complaints following standard operating procedures.
- Greeted customers by name and displayed respectful attitude, helping develop rapport with customer base and build lasting relationships.
Education
HIGH SCHOOL DIPLOMA - undefined
Lincoln Southeast High School
Lincoln, NE05.2013
Skills
- Adaptable To Changing Conditions
- Bilingual
- Building Book Of Businesses
- Customer Education And Consulting
- Customer Experience
- Customer Needs Assessments
- Customer Satisfaction
- Customer Service
- Courteous With Strong Service Mindset
- Compliance Assessments
- Flexible and Adaptable
- Financial Literacy
- Loan Processing
- Product Recommendations
- Rapport Development
- Sales
- Service Quality
- Understanding Customer Needs
Certification
Notary Public
Languages
Vietnamese Bilingual
Native or Bilingual
References
- Amanda Garret - Fiserv
Manager Client Tech Support Engineering I
(515) 559-9354
amanda.garrett@fiserv.com
- Michael Gleason - U.S. Bank
Mortgage Loan Officer
(402) 467-8004
michael.gleason@usbank.com
- Denise Madison - U.S. Bank
Branch Manager Manager
(402) 467-8011
denise.madison@usbank.com
- Luke Rihanek - U.S. Bancorp Investments, Inc.
Financial Advisor Wealth Management
(402) 467-8030
luke.rihanek@usbank.com
- Johnny Chacon - U.S. Bancorp Investments, Inc.
Wealth Management Affluent Banker
(402) 467-8031
johnny.chacon@usbank.com
Timeline
Client Tech Support Engineering - Sr Professional
Fiserv | Fintech
04.2025 - Current
Client Rel. Consultant - Personal Banker
U.S. Bancorp | U.S. Bank
07.2016 - 04.2025
Customer Service Representative
Hy-Vee, Inc.
05.2013 - 07.2016
HIGH SCHOOL DIPLOMA - undefined
Lincoln Southeast High School