Vicente Guerrero
Eureka,CA
Summary
Accomplished Credit Union Office Supervisor at Coast Central Credit Union, adept in workflow planning and staff development. Demonstrated expertise in loan origination and consumer lending, achieving significant improvements in personnel performance and customer satisfaction. Skilled in policy enforcement and priority management, ensuring efficient operations and exceptional service delivery. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Credit Union Office Supervisor
Coast Central Credit Union
07.2023 - 03.2024
- Monitored and evaluated personnel performance to complete annual reviews, recommend advancement, or address productivity concerns.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Worked on inventory and supply use procedures to enhance efficient and economical use of equipment and supplies.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Created, prepared, and delivered reports to various departments.
- Completed bi-weekly payroll for 8 employees.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Loan Officer
Coast Central Credit Union
09.2020 - 07.2023
- Submitted loan applications to underwriter for verification and recommendations.
- Collaborated with other departments to promptly process loan applications.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Examined customer loan applications for loan approvals and denials.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Advised clients on all consumer loans.
New Accounts Representative
Coast Central Credit Union
02.2018 - 09.2020
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Presented new and additional products and services to existing customers.
- Activated new accounts and issued customer debit cards.
- Provided customers with additional information regarding account services.
- Responded to customer inquiries regarding new accounts and account services.
- Reconciled customer accounts and balanced daily transactions.
- Collected customer information and completed new account forms.
- Maintained customer records and updated account information.
- Monitored accuracy of customer information in system.
- Greeted customers and delivered information about new account processes.
- Processed customer transactions and account information charges.
- Verified customer identity and reviewed documentation for accuracy.
- Backed up teller team by handling needs of new and existing customers at main counter.
Member Service Representative
Coast Central Credit Union
07.2016 - 03.2018
- Educated customers on use of banking website and mobile apps.
- Assisted customers with compromised debit cards and issued new credentials.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Sold and cross-sold bank products to new and existing customers.
- Counted and packaged currency and coins.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Provided customer records, account statements and copies of checks.
- Reconciled cash drawer and resolved discrepancies.
- Turned in excess cash to maintain drawer security.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow with merchants.
Dairy Farmer
Alexander's Dairy
02.2013 - 07.2016
- Milked 1100 cows using milking machinery.
- Coordinated daily workflow to optimize resource allocation and farm productivity.
- Maintained farm equipment and vehicles.
- Kept pens, stalls and farm equipment clean and sterilized to support animal wellbeing.
- Rotated animals between grazing areas to provide enough access to food.
- Patrolled grazing grounds using ATVs and horses to monitor animals and determine movement, care or health-related needs.
- Herded livestock using ranch ATVs.
Education
Bachelor's - Phycology
College of The Redwoods
05.2016
High School Diploma -
Eureka Senior High School
Eureka, CA07.2012
Skills
- Workflow Planning
- Workload prioritization
- Loan Origination
- Credit
- Cash Handling
- Loans
- Consumer Lending
- Loan Servicing
- Schedule development
- Policy Enforcement
- Expectation setting
- Staff Development
- Priority management
Languages
Spanish
Full Professional
Timeline
Credit Union Office Supervisor
Coast Central Credit Union
07.2023 - 03.2024
Loan Officer
Coast Central Credit Union
09.2020 - 07.2023
New Accounts Representative
Coast Central Credit Union
02.2018 - 09.2020
Member Service Representative
Coast Central Credit Union
07.2016 - 03.2018
Dairy Farmer
Alexander's Dairy
02.2013 - 07.2016
Bachelor's - Phycology
College of The Redwoods
High School Diploma -
Eureka Senior High School
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