Trevor Ipson
Riverton,UT
Summary
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
9
9
years of professional experience
Work History
Insurance Product 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.
- Analyzed market trends to identify product opportunities and enhance positioning strategies.
- Managed product lifecycle from concept through launch, ensuring timely execution of key milestones.
- Analyzed data to identify trends and opportunities for product improvement and innovation.
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
Business analysis
Product lifecycle management
Product roadmap
Market analysis
Database management
Product performance monitoring
Product documentation
Analytical and methodical
Teamwork and collaboration
Problem-solving
Certification
Certified Product Owner
Timeline
Insurance Product 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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