TINA RAHIMI ORELLANA
Canyon Country,CA
Summary
Experienced Loan Officer and Business Banker adept at assessing customer needs, providing suitable products, and guiding members through the loan and account opening process. Comfortable handling complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develop strong relationships by providing excellent service.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Virtual Business Banking Officer
Logix Federal Credit Union
05.2011 - Current
- Develop meaningful member relationships by identifying needs and making financial recommendations. Focus on member experience.
- Originate business loans and lines of credit. Establish member's long term relationship with the credit union.
- Open deposit accounts. Go over account features & fees, online banking and bill pay, benefits, and other various credit union products with members.
- Review credit reports in detail and communicate with underwriting teams when reviewing files.
- Assisted with the launch of the business auto loan program and working out system issues. Assisted team with processes and fundings.
- Utilize virtual channels to assist members including email, chat, and online applications.
- Consistently strive to meet sales and referral targets.
- Problem solve and look for all opportunities when reviewing member financials to find solutions.
- Provide assistance to the department, work together to achieve sales campaigns.
- Attend community events representing the credit union to draw awareness and bring in new members.
Licensed Personal Banker
Chase
07.2009 - 05.2011
- Offered bank products and services including deposit accounts for personal and business, consumer and business loans, retirement plans, and credit cards.
- Identified client needs and made suggestions to achieve their financial goals.
- Provided exceptional customer service and handled client issues while complying with bank policies and procedures.
- Attended community events. Visited local businesses to develop relationships and solicit new business.
- Assisted members with wires, card fraud, and various teller transactions.
- Balanced cash drawer, assisted tellers with ATMs, dual cash counts, safe deposit boxes, and day-end reports.
Personal Banker
US Bank
09.2007 - 07.2009
- Assisted customers with opening personal and business accounts, as well as completing loan applications.
- Promoted financial products such as home equity products, credit card, and auto loans while making recommendations accordingly to clients.
- Processed teller transactions for customers including deposits/withdrawals, cash handling, Western Union transfers, wires, cash advances, and fraud requests.
- Worked closely with management to strategize sales techniques to increase branch production.
- Balanced cash drawers and vault on daily basis.
Education
College of The Canyons
Valencia, CASkills
- Strong sales and communication skills
- Leadership
- Consistent high level of customer service
- Detailed knowledge of credit union products and services
- Proficient in Symitar, Xperience, Microsoft Word, Excel, Outlook, and sales platforms including Encompass and Loans PQ
- Financial services expertise
Accomplishments
- Ten-time recipient of the annual ‘Circle of Excellence’ Award
- Branch ‘Star Award’ Winner
- Four year recipient of the ‘Branch of the Year Award’
- Multiple time top performer for campaign and quarterly achievement
Certification
- NMLS Registered
- Notary, State of California
References
{Available upon request}
Timeline
Virtual Business Banking Officer
Logix Federal Credit Union
05.2011 - Current
Licensed Personal Banker
Chase
07.2009 - 05.2011
Personal Banker
US Bank
09.2007 - 07.2009
College of The Canyons
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