Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, UT
03.2025

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
Trevor Ipson