Trevor Ipson
Riverton,UT
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing member relationships to achieve sales goals. Dedicated to generating member goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of member contacts to increase understanding of member needs and employ business-growth strategies.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Claims Specialist
Mountain America Credit Union
04.2023 - Current
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
- Reduced claims processing time by effectively collaborating with adjusters, claimants, and internal departments.
- Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
- Processed eligibility and benefits verification and authorization requests.
Online Financial Service Representative
Mountain America Credit Union
07.2022 - 04.2023
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Collaborated with other departments to promptly process loan applications.
- Established plans and payoffs for members loans, prioritizing control of overall costs.
- Assisted members with completing loan applications and other paperwork.
- Processed loan applications and monitored progress from start to finish.
- Assisted members in understanding loan terms and conditions to make informed decisions.
Member Experience Officer
Mountain America Credit Union
08.2020 - 07.2022
- Followed up on member complaints and provided solutions to enhance customer satisfaction.
- Trained new hires on member service policies and procedures.
- Explained very technical financial information to applicants in easy to understand language.
- Assisted members with completing loan applications and other paperwork.
- Developed strong relationships with members through high levels of member service.
- Developed and maintained relationships with members, lenders and other third parties.
Lead Member Service Representative
Mountain America Credit Union
06.2018 - 08.2020
- Maintained friendly and professional member interactions.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Trained new hires on member service policies and procedures.
- Processed applications for new accounts.
- Cross-sold credit cards, loans and other products.
- Developed and implemented innovative strategies to improve member satisfaction and increase sales.
Loan Officer
America First Credit Union
10.2016 - 06.2018
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Education
Bachelor of Science - Business Management
Western Governors University
Salt Lake City, UT03.2025
Skills
- Supervising Tellers
- Loan Applications
- Sales Goals
- Customer Relationship Management
- Financial Services
- Service Sales
- Microsoft Office
- Managing Wealth
Certification
- EMT - Certified Emergency Medical Technician
- CNA - Certified Nurse Assistant
Timeline
Insurance Claims Specialist
Mountain America Credit Union
04.2023 - Current
Online Financial Service Representative
Mountain America Credit Union
07.2022 - 04.2023
Member Experience Officer
Mountain America Credit Union
08.2020 - 07.2022
Lead Member Service Representative
Mountain America Credit Union
06.2018 - 08.2020
Loan Officer
America First Credit Union
10.2016 - 06.2018
Bachelor of Science - Business Management
Western Governors University
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