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.