Lorri Loeffelman
St Louis
Summary
Accomplished Financial Services Consultant with a proven track record at First Community Credit Union, adept in retirement planning and professional networking. Demonstrated expertise in asset allocation and anti-money laundering, ensuring operational integrity and efficiency. Skilled in quantitative analysis, fostering global market awareness, and enhancing client satisfaction through strategic financial guidance.
Overview
28
28
years of professional experience
Work History
Financial Services Consultant
First Community Credit Union
Ellisville
09.2014 - Current
- Facilitated establishment of new client accounts.
- Handled CD-related processes ensuring accuracy and efficiency.
- Facilitated IRA openings.
- Managed processes for opening and closing home equity loan accounts.
- Processed banking transactions efficiently.
- Maintained operational integrity through precise handling of ATM cash processes.
Personal Banker
Phelps County Bank
St. James
12.2010 - 09.2014
- Facilitated establishment of new client accounts.
- Handled CD-related processes ensuring accuracy and efficiency.
- Facilitated IRA openings.
- Processed banking transactions efficiently.
- Maintained operational integrity through precise handling of ATM cash processes.
Teller
First Community Credit Union
Ellisville
07.2007 - 12.2010
- Executed customer transactions involving deposit and withdrawal procedures.
- Monitored and maintained ATM balance accurately.
- Facilitated and streamlined drive-through transactions.
Receptionist
Esse Health
St. Louis
02.1997 - 07.2007
- Handled heavy phone traffic and directed patients to suitable medical personnel.
- Planned and managed appointment calendars.
- Ensured up-to-date and organized medical files.
- Sterilized medical instruments using autoclave equipment.
Education
Jefferson College
Hillsboro, MOSkills
- Quantitative skills
- Retirement planning
- Asset allocation
- Anti-money laundering
- Global market awareness
- Professional networking
Timeline
Financial Services Consultant
First Community Credit Union
09.2014 - Current
Personal Banker
Phelps County Bank
12.2010 - 09.2014
Teller
First Community Credit Union
07.2007 - 12.2010
Receptionist
Esse Health
02.1997 - 07.2007
Jefferson College
Similar Profiles
Alyssa DockterAlyssa Dockter
Financial Service Specialist at First Community Credit UnionFinancial Service Specialist at First Community Credit Union
Jeanice SamsJeanice Sams
Financial Services Representative at First Community Credit UnionFinancial Services Representative at First Community Credit Union
Susan HarringtonSusan Harrington
Senior Training and Development Specialist at First Community Credit UnionSenior Training and Development Specialist at First Community Credit Union