Experience

Insight Credit Union

• Banking
• 1 - 100 Employee

• Virtual Services Representative

  • Feb 2023 - Present

  Tavares, Florida, United States Virtual Members Specialist -Virtually assist potential members with establishing new memberships -Virtually assist new and existing members with all their online account needs -Assess member needs through using consultative and needs-based discussions to recommend, fulfill, and refer to Insight partners additional Insight Credit Union solutions -Accept and process consumer loan applications to completion -Worked with the borrower to gather financial… Show more Virtual Members Specialist -Virtually assist potential members with establishing new memberships -Virtually assist new and existing members with all their online account needs -Assess member needs through using consultative and needs-based discussions to recommend, fulfill, and refer to Insight partners additional Insight Credit Union solutions -Accept and process consumer loan applications to completion -Worked with the borrower to gather financial information such as credit reports, verify the accuracy to determine creditworthiness, and complete the mortgage loan application -Identify and report all suspicious activity involving fraud to the immediate supervisor and local authorities -Prepare and submit detailed loan packages to the lender underwriting department for approval or denial -Act as liaison between applicants, mortgage brokers, and loan officers -Ensure that all loan files meet lending and regulatory guidelines and policies Show less



Ameri-First Home Mortgage

• Loan Processor

  • Apr 2022 - Sep 2022

  Orlando, Florida, United States Mortgage Processor -Interviewed prospective loan applicants and assist them in finding the best loan products for their needs -Worked with the borrower to gather financial information such as credit reports, verify the accuracy to determine creditworthiness, and complete the mortgage loan application -Ordered property and loan documentation such as appraisals, inspections, title searches, site surveys, contracts, and property tax records to help process mortgage loan… Show more Mortgage Processor -Interviewed prospective loan applicants and assist them in finding the best loan products for their needs -Worked with the borrower to gather financial information such as credit reports, verify the accuracy to determine creditworthiness, and complete the mortgage loan application -Ordered property and loan documentation such as appraisals, inspections, title searches, site surveys, contracts, and property tax records to help process mortgage loan files -Prepare and submit detailed loan packages to the lender underwriting department for approval or denial -Acted as liaison between applicants, mortgage brokers and loan officers, real estate agents, and mortgage lending underwriters to help further loan approval -Ensured loan files met lending and regulatory guidelines and policies -Maintained detailed documentation of the process in our system, from origination to close Show less



MarketSource Inc.

• United States
• Advertising Services
• 700 & Above Employee

• Honda Recall Specialist

  • Nov 2017 - Aug 2018

  Orlando, Florida Area Recall Specialist -Oversee all aspects of product development and marketing in assigned geography -Remain abreast of product trends in the marketplace and create action plans to maximize business results; review results monthly -Monitor and review the performance of the product within the territory, provide counsel on areas of opportunity -Plan and conduct community outreach and canvassing events to increase product awareness -Plan and run community… Show more Recall Specialist -Oversee all aspects of product development and marketing in assigned geography -Remain abreast of product trends in the marketplace and create action plans to maximize business results; review results monthly -Monitor and review the performance of the product within the territory, provide counsel on areas of opportunity -Plan and conduct community outreach and canvassing events to increase product awareness -Plan and run community education and outreach events for clients -Communicate and resolve customer product issues -Serve as the liaison between the customer and client identifying and referring customers who require additional follow-up -Work independently in the field utilizing specific product knowledge, subject matter expertise, and independent judgment -Create and present to the client, including the Executive team, Quarterly Business Reviews outlining results Show less



VyStar Credit Union

• United States
• Banking
• 700 & Above Employee

• Member Relationship Specialist

  • Aug 2015 - Jul 2017

  Lake City, FL Member Services Specialist -Served as a front desk liaison, answering phones, scheduling appointments, specialized member greeter, maintaining an active proper queue for awaiting members, and handled/resolved all customer inquiries -Operated a multi-line telephone system handling the daily influx of telephone calls, interoffice correspondence, and emails; including invoices and scheduling of appointments -Assisted members with a wide variety of in-house services such as… Show more Member Services Specialist -Served as a front desk liaison, answering phones, scheduling appointments, specialized member greeter, maintaining an active proper queue for awaiting members, and handled/resolved all customer inquiries -Operated a multi-line telephone system handling the daily influx of telephone calls, interoffice correspondence, and emails; including invoices and scheduling of appointments -Assisted members with a wide variety of in-house services such as processing various orders, account inquiries, the opening/closing of accounts, and processing applications to include but not limited to; Auto VIPs, credit cards, refinances, and lines of credit through Appro System -Achieved 100% of all personal monthly sales goals (8 months running) with minimal supervision -Handled and solved account-related issues while maintaining positive relations with customers -Effectively and thoroughly screened potential members for eligibility, while still maintaining Vystar’s highest level of excellence -Specialized in educating and selling all of Vystar’s products and services through a diverse cross-section of our clientele by consulting with members on a wide array of investment needs which include but not limited to; CDs, IRAs, and money market accounts -Conducted procedures relating to office security: monthly audit checklist requirements, security procedures, security equipment testing, and audits Verified member’s personal identification to prevent fraudulent activity with the highest level of diligence through OFAC (Office of Foreign Assets Control) -Worked closely with supervisors to acquire new relationships, enhance and, deepen current relationships -Provided administrative support to the Vice President of Branch Operations -Served as a State of Florida Notary Show less



Space Coast Credit Union

• Service Member Specialist

  • May 2014 - Aug 2015

  Coral Gables Service Member Specialist -Processed various types of transactions with SCCU's highest customer service standards -Opened and closed consumer loans which included but were not limited to vehicle loans, 1st and 2nd mortgages, CC loans, and secured loans -Opened and closed accounts which included but were not limited to checking and saving accounts -Balanced all cash drawers and vault at the time of closing -Assisted members with various services which included… Show more Service Member Specialist -Processed various types of transactions with SCCU's highest customer service standards -Opened and closed consumer loans which included but were not limited to vehicle loans, 1st and 2nd mortgages, CC loans, and secured loans -Opened and closed accounts which included but were not limited to checking and saving accounts -Balanced all cash drawers and vault at the time of closing -Assisted members with various services which included processing check orders, card orders, and supply orders -Sold monetary instruments which included money orders, teller checks, and cash advances -Served as a State of Florida Notary -Processed any changes in Branch Suite, and explained various loan products such as dealer and private sale auto loans, CC, Mortgages, equity loans, and various insurance products -Referred products for the best interest of each member. Show less



Residence Inn by Marriott Oldsmar

• Hospitality
• 1 - 100 Employee

• Front Desk

  • Aug 2013 - May 2014

  Gainesville, Florida Area Front Desk -Specialized as a Vacation and Event Planner -Booked, modified, and canceled guest reservations -Served as a schedule coordinator, organizing and maintaining multiple organizational events -Assisted in booking and setting up meeting rooms for both large-scale and small-scale conferences -Checked guests in/out while providing Marriott’s highest levels of quality service -Checked in large parties of 15+ guests for conventions and trade shows… Show more Front Desk -Specialized as a Vacation and Event Planner -Booked, modified, and canceled guest reservations -Served as a schedule coordinator, organizing and maintaining multiple organizational events -Assisted in booking and setting up meeting rooms for both large-scale and small-scale conferences -Checked guests in/out while providing Marriott’s highest levels of quality service -Checked in large parties of 15+ guests for conventions and trade shows -First-line customer resolution skills, utilized and refined customer service skills -Supervised and trained multiple associates Show less



Courtyard by Marriott

• Hospitality
• 700 & Above Employee

• Front Desk

  • Dec 2012 - Aug 2013

  Gainesville, Florida, United States Front Desk -Specialized as a Vacation and Event Planner. Booked, modified, and canceled guest reservations -Served as a schedule coordinator, organizing and maintaining multiple organizational events -Assisted in booking and setting up meeting rooms for both large-scale and small-scale conferences -Checked guests in/out while providing Marriott’s highest levels of quality service -Checked in large parties of 15+ guests for conventions and trade shows… Show more Front Desk -Specialized as a Vacation and Event Planner. Booked, modified, and canceled guest reservations -Served as a schedule coordinator, organizing and maintaining multiple organizational events -Assisted in booking and setting up meeting rooms for both large-scale and small-scale conferences -Checked guests in/out while providing Marriott’s highest levels of quality service -Checked in large parties of 15+ guests for conventions and trade shows -First-line customer resolution skills, utilized and refined customer service skills -Supervised and trained multiple associates Show less