Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch/Loan Manager
Raytown-Lee's Summit Community Credit Union
Raytown
04.2017 - Current
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Assisted customers with understanding their options for financing loans.
Met with applicants to obtain information for loan applications and answer questions about processes.
Reviewed client documentation and contracts for discrepancies and mistakes.
Evaluated credit reports from major bureaus to assess borrower's ability to repay debt obligations.
Approved or denied loan applications and explained reasoning behind decisions.
Reviewed loan applications, verified income sources, and evaluated collateral value.
Prepared documents for closing loans, such as promissory notes, security agreements.
Updated client account information and records in company databases.
Exceeded customer satisfaction by finding creative solutions to problems.
Worked effectively in team environments to make the workplace more productive.
Prioritized and organized tasks to efficiently accomplish service goals.
Identified needs of customers promptly and efficiently.
Operated a variety of machinery and tools safely and efficiently.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Assisted with customer requests and answered questions to improve satisfaction.