Traci Walton
Finance Specialist
Las Vegas,NV
Summary
Proven track record in enhancing team performance and streamlining funding processes at Silver State Schools Credit Union, showcasing strong relationship-building and detail-oriented skills. Achieved efficient loan document accuracy and improved dealership turnaround times, demonstrating a commitment to excellence and a knack for multitasking.
Overview
35
35
years of professional experience
Work History
Indirect Funding Specialist
Silver State Schools Credit Union
04.2021 - Current
- Provide guidance to team members on effective strategies, boosting overall team performance.
- Review loan documents for accuracy.
- Build strong relationships with dealerships to ensure efficient turnaround times.
- Review membership application and complete account opening process while eliminating fraud.
- Complete Welcome Calls to borrowers to discuss finance terms, collateral, insurance requirements and new account options.
- Fund loan application making sure to meet expected turnaround timeframe.
- Ensure all closing documents are archived and transferred to the core system.
Title Processor
Silver State Schools Credit Union
08.2020 - 04.2021
- Responsible for ensuring that all loan documentation is received, audited, processed, and that liens are perfected in accordance to the Department of Motor Vehicles and Silver State Schools CU requirements.
- Assist the Loan Officers and branch staff with processing loan documentation required to complete loan packets.
- Validate and release electronic titles through the electronic titling system in a timely manner.
- Process title paperwork for transactions including private party, refinances, lease buyouts and dealership purchases.
- Mail titles for paid vehicle loans to members, dealers and other financial institutions.
Assistant Branch Manager
SCE Federal Credit Union
07.2017 - 07.2019
- Assist with the quality control of the branch operations including monitoring sales production goals, audits, Teller operations and service standards
- Ensure branch service standards are maintained, and that service excellence is provided to both internal and external members
- Implement branch sales strategies and incentives
- Assist in Financial Service Consultants, Teller and Receptionist team coverage along with other operational duties including opening and closing procedures, servicing of the TCR, Coin Machine and ATM
- Participate in branch development activities with management, business development, FSC and Teller team
DMV and Insurance Processor
SCE Federal Credit Union
01.2012 - 07.2017
- Process and maintain DMV records for assigned loans funded by the Credit Union
- Process all insurance product claims and remittance in accordance with established guidelines, policies and procedures
- Process notification of stored vehicle, lien sale, and insurance guarantee of title
- Release liens on collateral loans through electronic filing. Prepare DMV documents to show evidence of release of lien for loans paid in full
Teller/Financial Service Consultant
SCE Federal Credit Union
07.1989 - 07.2012
- Perform Teller duties associated with fulfilling member transactions and maintaining controls related to receiving and disbursing funds, posting deposits, loan payments and withdrawals, balancing and audits
- Assist member with inquires and requests while providing a high level of prompt, efficient and friendly member service
- Interview members regarding loan applications including auto loans, lines of credit, credit cards, home equity and other mortgage products
- Actively offer and cross-sell financial solutions and recommend appropriate products and service such as savings, checking and deposit account, convenience services and loans
Education
Accounting And Finance
Community College of Southern Nevada
Las VegasManagement Courses And Compliance
SCE Federal Credit Union
Las VegasSkills
Detail oriented
Relationship building
Product and service knowledge
Accounting familiarity
Effective verbal and written communication
Goal/Task oriented
Time management abilities
Problem-solving aptitude
Interpersonal Skills
Multitasking Abilities
Accomplishments
- Employee of the Month February 2014
- Nominated for Employee of the Year 2016
- Employee of the Month October 2017
Timeline
Indirect Funding Specialist
Silver State Schools Credit Union
04.2021 - Current
Title Processor
Silver State Schools Credit Union
08.2020 - 04.2021
Assistant Branch Manager
SCE Federal Credit Union
07.2017 - 07.2019
DMV and Insurance Processor
SCE Federal Credit Union
01.2012 - 07.2017
Teller/Financial Service Consultant
SCE Federal Credit Union
07.1989 - 07.2012
Accounting And Finance
Community College of Southern Nevada
Management Courses And Compliance
SCE Federal Credit Union
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