Summary
Overview
Work History
Skills
Timeline
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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
Megan Harvey