Experience

InTouch Credit Union

• United States
• Banking
• 100 - 200 Employee

• Senior Personal Financial Assistant

  • Jul 2015 - Present

  Serves as direct leader for Personal Financial Assistants in regards to daily scheduling, call block times, transaction exceptions, and other teller work. Processes financial and non-financial transactions including deposits, withdrawals, transfers, opening new accounts, accepting loan applications, and account maintenance. Opening and closing the branch including pulling ATM deposits, balancing the vaults and cash dispense machines, and loading debit card printing machine. Conducting audits on teller drawers, cash dispense machines, cash vault, daily paperwork, and checks received. Show less



Mid Missouri Credit Union

• Financial Services
• 1 - 100 Employee

• Personal Financial Representative II/ Loan Officer

  • Jun 2012 - Mar 2015

  Personal Financial Representative II: Maintaining member accounts to include financial transactions involving paying and receiving cash and other negotiable instruments, maintaining IRA accounts, providing services for new accounts. Training new employees on the teller line, balancing all vaults, barcoding, scanning, and filing various documents in a timely manner. Opening and closing the branch. Regular ATM maintenance and on-call attention. Loan Officer: Receiving loan applications for various products to include personal loans, new and used auto loans, credit cards, recreational vehicles, lines of credit and home equity lines of credit. Accountable for making sound decisions based on credit reports, account history, and other characteristics of applicants gathered from face-to-face interviews. Calculations of debt-to-income ratios, unsecured debt ratios, and loan-to-value ratios (for collateral loans) were used on a daily basis to support decisions. Responsible for disbursing loan proceeds to reflect credit lending policies. Assisted collections department in loan adjustments to reflect hardship extensions, troubled-debt restructuring, and other various loan maintenance. Show less