TERRY REED
Westfield ,IN
Summary
Financial Service Representative with over 25 years of successful experience in Banking and Real Estate Origination. Recognized consistently for performance excellence and contributions to branch success.
Overview
28
28
years of professional experience
Work History
Financial Services Representative
San Diego County Credit Union
San Diego, CA
09.1997 - 05.2025
- Assisted customers with setting up or closing accounts, completing consumer and mortgage loan applications.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Achieved consistent recognition as top sales performer.
- Established rapport with new clients to increase satisfaction and loyalty.
- Promoted all financial products by maintaining excellent service offering knowledge.
- Updated borrowers through each step of Real Estate loan application, approval and closing processes while remaining attentive to all customer needs.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Submitted loan applications to underwriter for verification and recommendations.
- Maintained friendly and professional customer interactions.
- Maintained strict confidentiality of bank records and client information.
- Advised customers on credit repair.
- Contacted customers regarding overdrawn accounts.
Education
High School Diploma -
Vista High School
Vista, CASkills
- Banking and financial services
- Loan expertise
- Financial product knowledge
- Sales strategy development
- Relationship management
- Cash handling
References
References available upon request.
Timeline
Financial Services Representative
San Diego County Credit Union
09.1997 - 05.2025
High School Diploma -
Vista High School