Summary
Overview
Work History
Education
Skills
Certification
References
Personal
Affiliations
Timeline
Generic

Wendy Taylor

North Ogden

Summary

Dedicated and goal-oriented financial services professional with over 6 years of progressive experience in credit union operations, loan processing, and team leadership. Proven track record in exceeding loan quotas, building strong client relationships, and supporting branch operations. Known for a collaborative leadership style, attention to detail, and a strong commitment to member satisfaction. Demonstrated expertise in loan processing and fraud detection, contributing to customer satisfaction and compliance.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Assistant Manager

Goldenwest Credit Union
Clearfield
11.2024 - Current
  • Supervise and support a team of 10 employees in a high-volume branch environment.
  • Manage daily operations, including scheduling, staff development, and escalated member concerns.
  • Manage substantial financial transactions involving check approvals and international wire transfers.
  • Originate and process consumer loans, including home equity, auto, and personal loans.
  • Consistently contribute to achieving and surpassing the branch’s monthly loan goal of $1.4 million.
  • Foster trust and rapport with team members and clientele to strengthen member loyalty.

Financial Services Representative

Goldenwest Credit Union
Farr West
09.2019 - 11.2024
  • Opened personal and business accounts while maintaining regulatory compliance.
  • Processed a variety of secured and unsecured loans, including HELOCs and fixed-rate home equity loans.
  • Assisted members with fraud concerns, account discrepancies, and service requests.
  • Supported teller operations and served as acting manager when required.
  • Cultivated long-term relationships with both members and colleagues.
  • Maintained up-to-date knowledge of company products and services to ensure compliance with all applicable laws and regulations.

Patient Care Technician

Soli Wellness
Layton
03.2019 - 10.2019
  • Supported chiropractic care by preparing patients for treatment and managing therapy sessions.
  • Handled inventory, supplement orders, and administrative responsibilities.
  • Ensured accurate documentation and efficient patient scheduling.

Office Manager

American National Insurance
Farr West
04.2016 - 03.2019
  • Processed insurance quotes, and wrote home and auto policies.
  • Managed email correspondence and handled customer phone calls
  • Coordinated and submitted client paperwork and documents.
  • Resolved customer inquiries and policy changes with timeliness and professionalism.
  • Utilized excellent organizational skills to prioritize tasks effectively.
  • Established relationships with external partners to facilitate business operations.

Education

Bachelors Degree - Lifestyle Management

Weber State University
Ogden, UT, US
05.2006

Skills

  • Loan Origination & Processing (HELOCs, Mortgages, Auto, Personal)
  • Branch Operations & Staff Management
  • Customer Relationship Management
  • Risk Management & Fraud Resolution
  • Account Opening & Member Services
  • Coaching, Mentoring, & Team Leadership
  • Scheduling & Workflow Optimization
  • High-Volume Transaction Management

Certification

  • Intuitive Cranial Sacral Therapy Certification
  • Footzoning Certification

References

  • Cara Cash-footzoner, (801) 458-5781
  • Diane Albrechtsen, (801) 710-1411
  • Corey Manuel, (720) 472-0414

Personal

I am passionate about health and fitness. I am energetic, dependable, outgoing and I love working with people. Building relationships with people earns trust, which in turn earns business. I am very personable and build relationships easily. I am a fast learner and pick up new skills quickly.

Affiliations

  • Hiking
  • Weight lifting
  • Traveling
  • Reading

Timeline

Assistant Manager

Goldenwest Credit Union
11.2024 - Current

Financial Services Representative

Goldenwest Credit Union
09.2019 - 11.2024

Patient Care Technician

Soli Wellness
03.2019 - 10.2019

Office Manager

American National Insurance
04.2016 - 03.2019

Bachelors Degree - Lifestyle Management

Weber State University

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