Experience

Wescom Credit Union

• Banking
• 400 - 500 Employee

• Consumer Lending Underwriter

  • Feb 2023 - Present

• Member Service Representative III

  • Feb 2012 - Mar 2023

  Redlands, Ca - Support members with setting up new accounts, modifying existing accounts, loan applications and funding, personal insurance policies, notaries, teller transactions and assist in serving the member as needed. - Successfully audit cash machines, coin machines, teller cash drawers and review daily workload to execute the Wescom culture within the branch. - Educate members on current marketing promotions while engaging new and existing members to… Show more - Support members with setting up new accounts, modifying existing accounts, loan applications and funding, personal insurance policies, notaries, teller transactions and assist in serving the member as needed. - Successfully audit cash machines, coin machines, teller cash drawers and review daily workload to execute the Wescom culture within the branch. - Educate members on current marketing promotions while engaging new and existing members to expand on the use of services Wescom provides. - Provides excellent customer services and leads by example in signature experiences proven by numerous favorable surveys and comment cards. - Coaches and trains new hires on products, services and customer service skills. - Leads the current Personal Lines insurance goal for the Redlands branch and writes Home, Auto, and Renters insurance for all members.