Megan Harvey
KANSAS CITY,MO
Summary
Dedicated Loan Specialist with excellent relationship-building and customer service skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Well-versed in all types of loans, application processes and products.
Overview
17
17
years of professional experience
Work History
Loan Specialist
CommunityAmerica Credit Union
08.2020 - 02.2025
- Originated consumer and business loans through online applications and inbound calls, providing tailored financial solutions and building lasting relationships with customers.
- Determine customers' immediate needs and opportunities by engaging the customer and uncovering the unperceived needs of the customer.
- Reduced turnaround time for loan approvals by efficiently managing workload and prioritizing tasks.
- Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
- Consistently met or exceeded monthly sales goals, contributing significantly to the department's success.
- Resolved complex issues related to existing loans, effectively retaining customers while addressing concerns promptly.
Financial Relationship Specialist/Financial Relationship Consultant
CommunityAmerica Credit Union
11.2011 - 08.2020
- Open new accounts, CD's, IRA's and business accounts
- Originate and close consumer and business loans
- Provides excellent knowledge of the credit unions products and services
- Consult with customers to determine appropriate products and services to meet short term and long term financial goals
- Maintain a strong pipeline of incoming sales opportunities through cross selling and referrals
- Exceeded sales goals by developing a strong customer base and building relationships
Personal Banker
UMB Bank
07.2008 - 11.2011
- Assisted customers seeking services such as opening new accounts or renting safety deposit boxes
- Backed up teller line with transaction processing, drawer and vault balancing
- Identified signs of fraud with checks, wire transfers and account withdrawals
- Met individual customer needs by recommending bank financial products and services
- Maintained a thorough understanding of bank products and services
- Trained new employees
Skills
- Excellent customer service skills
- Highly organized
- Knowledge of sales and service techniques
- Ability to communicate effectively
- Good problem resolution skills
- Strong multitasking skills
- Documentation review
- Telephone and email etiquette
- Proficient in 10-key
- Excellent time management
Timeline
Loan Specialist
CommunityAmerica Credit Union
08.2020 - 02.2025
Financial Relationship Specialist/Financial Relationship Consultant
CommunityAmerica Credit Union
11.2011 - 08.2020
Personal Banker
UMB Bank
07.2008 - 11.2011
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