Microsoft Office
Wendy Sickinger
Peosta,IA
Summary
Seeking a position where my professional experience and education will allow me to make an immediate contribution as an integral part of a dynamic and progressive company.
Overview
31
31
years of professional experience
Work History
Outbound Lending Consultant
Dupaco Community Credit Union
05.2025 - Current
- Guided clients through loan application process, ensuring compliance with financial regulations.
- Developed customized loan solutions based on client needs, enhancing customer satisfaction and retention.
- Collaborated with underwriting team to expedite loan approvals and resolve potential issues proactively.
- Streamlined communication between departments involved in the lending process to improve overall efficiency within the organization.
- Consistently met or exceeded monthly sales goals through effective pipeline management and proactive follow-up with leads, exceeding annual sales target at 298% for 2025.
- Evaluated credit risk by thoroughly reviewing applicants'' financial history, employment status, income stability, collateral value, and other relevant factors before making recommendations on loan terms or denial decisions.
Consumer Lending Processor
DUPACO COMMUNITY CREDIT UNION
09.2021 - 05.2025
- Engaged with members in depth on loan and account related questions and transactions., managing an average of 40 calls per day as well as CRM interactions
- Processed mortgage and auto title releases.
- Processed PAID consumer loan reports and maintenance.
- Completed member insurance total loss and GAP claims.
- Processed loan payment reversals, move loan accounts and other in-depth loan maintenance as required.
- Processed and funded VISAs, personal and auto loans as needed.
- Reviewed financial documentation for accuracy, identifying discrepancies and resolving issues promptly.
- Played an active role in continuous improvement initiatives by providing constructive feedback on processes, systems, and tools related to consumer lending processing tasks.
Remote Independent Contractor Position – Consumer Post Closing & Commercial Banking Assistant
HEARTLAND FINANCIAL
02.2021 - 07.2021
- Processed and approved PPP forgiveness applications. Audited loan packets for accuracy and corrections.
- Communicated with consumer and commercial clients, as well as internal stakeholders up to executive management level
- Gathered, organized and input information into digital database.
- Maintained database systems to track and analyze operational data.
- Led operational improvements to enhance workflow efficiency across multiple projects reducing backlog by 100% within 3 months.
- Developed and implemented strategic plans to optimize resource allocation and project timelines.
- Streamlined communication processes among stakeholders, improving response times and project visibility.
- Conducted risk assessments to identify potential challenges and develop mitigation strategies proactively.
Financial Services Associate, PSC
Prudential Retirement Services
05.2017 - 09.2020
- Managed a diverse portfolio of high-net-worth clients, ensuring personalized attention and tailored strategies.
- Worked independently as a remote employee with minimal supervision and intervention while balancing a diverse workload and maintaining project quality.
- Promoted and marketed finance and security products to participants.
- Increased client satisfaction by providing timely and accurate financial advice for investment strategies.
- Processed RMDs, loans, and other financial transactions.
- Participated in cross-functional team development including workflow improvements.
- Extensive knowledge of 401k, 401a, 403b and 457 ERISA and non-ERISA plans.
Loan Maintenance Specialist
HEARTLAND FINANCIAL
07.2016 - 05.2017
- Maintained comprehensive knowledge of lending products, providing guidance to members on available options.
- Created operations and procedures implemented across the department.
- Processed HELOC, residential, commercial, and agricultural loans.
- Developed training materials and conducted workshops to elevate team understanding of updated policies and procedures.
- Proficiently managed a high-volume workload, ensuring that all applications and releases were processed accurately within established timeframes reducing backlog by 100% within 6 months.
- Collaborated effectively with diverse cross-functional teams including credit analysts, underwriters, operations staff members who contributed toward efficient end-to-end loan processing cycles.
2nd Assistant Manager
CASEY’S GENERAL STORE/BP Oil
02.2014 - 05.2016
- Supervised and guided numerous staff members.
- Experienced in processing scheduling needs.
- Onboarded and trained staff.
- Provided exceptional customer service.
- Responsible for safe transactions, balancing records, and inventory management.
Certified Nursing Assistant
STONEHILL CARE CENTER
06.2011 - 08.2013
- Provided high-quality care to residents in a 250-bed long-term-care facility.
- Attention to detail and quick responses to patient needs.
- Adhered to safety guidelines and completed certification training.
- Level-headedness during emotional circumstances.
- Maintained HIPAA confidentiality laws.
- Intensive record keeping and communication.
Assistant Manager/Regional Training Manager
THINGS REMEMBERED
09.1994 - 06.2007
- Managed a high-end specialty store.
- Responsible for day-to-day operations and employee needs.
- Increased store productivity through various employee and customer retention strategies.
- Contracted out to additional stores to recommend locational improvements.
- Traveled throughout the district as needed managing and training.
- Implemented changes from manual engraving to digital.
Financial Services Associate, PSC
PRUDENTIAL Retirement Services
05.2017 - 09.2020
- Relayed retirement options on a global scale.
- Provided financial expertise using problem-solving techniques.
- Maintained client confidentiality and intensive record-keeping
- Intense focus on client satisfaction and provided exceptional customer service.
- Balanced a diverse workload while maintaining project quality.
- Worked independently as a remote employee minimal supervision and intervention.
- Processed RMDs, loans, and other financial transactions.
- Participated in cross-functional team development including workflow improvements.
- Experienced in client sourcing and retention.
- Managed client accounts, ensuring compliance with regulatory standards and company policies.
Education
Bachelor of Arts - Business Administration
CLARKE UNIVERSITY
Dubuque, IA05-2016
Skills
- Salesforce
- Credit analysis
- Loan documentation
- Financial statement analysis
- Loan processing expertise
- Hubspot
- Teamwork and collaboration
- Attention to detail
- Critical thinking
- Relationship building
- Sales techniques
- Loan product promotion
Timeline
Outbound Lending Consultant
Dupaco Community Credit Union
05.2025 - Current
Consumer Lending Processor
DUPACO COMMUNITY CREDIT UNION
09.2021 - 05.2025
Remote Independent Contractor Position – Consumer Post Closing & Commercial Banking Assistant
HEARTLAND FINANCIAL
02.2021 - 07.2021
Financial Services Associate, PSC
Prudential Retirement Services
05.2017 - 09.2020
Financial Services Associate, PSC
PRUDENTIAL Retirement Services
05.2017 - 09.2020
Loan Maintenance Specialist
HEARTLAND FINANCIAL
07.2016 - 05.2017
2nd Assistant Manager
CASEY’S GENERAL STORE/BP Oil
02.2014 - 05.2016
Certified Nursing Assistant
STONEHILL CARE CENTER
06.2011 - 08.2013
Assistant Manager/Regional Training Manager
THINGS REMEMBERED
09.1994 - 06.2007
Bachelor of Arts - Business Administration
CLARKE UNIVERSITY
Custom
- Experienced in financial & retail services
- Administrative support
- Experienced in the coordination, planning, execution, and support of daily administrative functions.
- Proven multitasker
- Extensive loan and financing knowledge
- Results-driven while completing aggressive deadlines.
- Detail oriented
- Proficient in Microsoft Suite
Certification
- Microsoft Excel,CompUSA
Accomplishments
- Developed prospects for new loans by conducting 200+ monthly cold calls.
- Exceeded 2025 sales goal for new cash loans ending at 298%
- Collaborated with team of 10 in the development of Sales Pipeline via Hubspot.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
RemoteImportant To Me
Career advancementWork from home optionFlexible work hoursQuote
The person who says it cannot be done should not interrupt the person who is doing it.
Chinese proverb
Software
Languages
English
Native or Bilingual