Experience

Security Service Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Assistant Branch Manager

  • Jun 2022 - Present

  Bulverde, Texas, United States

• Lead Member Relationship Officer

  • Sep 2021 - Jun 2022

  United States

• Senior Member Relationship Officer

  • Sep 2016 - Sep 2021



People's Trust Federal Credit Union

• Member Service Representative II

  • Jun 2014 - Sep 2016

  Houston, TX * Meet or exceed loan production goals including ancillary products and debt protection. * Evaluate a member's potential loan application for financial capacity and credit worthiness to explain loan programs and recommend options. * Evaluate member's portfolio for cross-selling opportunities. * Develop sales opportunities to originate new customers. * Accept and process credit applications with accuracy. * Demonstrate excellent communications skills internally and… Show more * Meet or exceed loan production goals including ancillary products and debt protection. * Evaluate a member's potential loan application for financial capacity and credit worthiness to explain loan programs and recommend options. * Evaluate member's portfolio for cross-selling opportunities. * Develop sales opportunities to originate new customers. * Accept and process credit applications with accuracy. * Demonstrate excellent communications skills internally and externally. * Ensure accurate completion of loan documents and meet compliance standards. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Lead Teller

  • Dec 2009 - Apr 2012

  Portland, TX * Meet or exceed teller referral goals. * Trained and coached a successful customer service team. This team exceeded customer satisfaction ratings. Demonstrated the ability to manage others while working in a fast paced environment. * Exhibited strong communication skills and with detail to accuracy. * Established a high customer service satisfaction rating and continued to maintain that rating. * Helped establish individual and team goals. * A Member of the training team that… Show more * Meet or exceed teller referral goals. * Trained and coached a successful customer service team. This team exceeded customer satisfaction ratings. Demonstrated the ability to manage others while working in a fast paced environment. * Exhibited strong communication skills and with detail to accuracy. * Established a high customer service satisfaction rating and continued to maintain that rating. * Helped establish individual and team goals. * A Member of the training team that traveled to many Wachovia stores to help assist in the transition from Wachovia to Wells Fargo. Show less