Experience

Stanford Federal Credit Union

• Banking
• 100 - 200 Employee

• Consumer Lending Underwriter

  • Jul 2018 - Present

• Senior Consumer Lending Advisor

  • Jul 2018 - Present



Xceed Financial Federal Credit Union, formerly Reach and Tyco Federal Credit Union

• Menlo Park, CA

• Financial Services Analyst

  • Oct 2007 - Present

  Interface with customer for all financial products and services on a daily basis Handle high volumes of customer escalations, and more complex transactions such as monetary disputes and account discrepancies; resolved 95% to 100% of customer issues Act as the primary point of contact for all financial services and product inquiries Provide informal knowledge sharing to peers on policies, procedures, and banking system Collaborate with multiple financial departments to check status, expedite processing, and discuss change requests on behalf of clients. Contribute time-saving process improvements to enhance workflow efficiency Show less



Comerica Bank

• United States
• Banking
• 700 & Above Employee

• Senior Personal Banker

  • Mar 2005 - Jul 2007

  Resolved operational issues and transactional disputes Maintained effective relationships with clients, operations staff, and financial departments Performed numerous tasks that required frequent prioritization of the following functions: selling, problem solving, approving, supervising, training, servicing customers, documenting, and scheduling Served as liaison between customer and other departments, such as mortgage, commercial loans, and securities Acted as the primary back-up for the branch operations manager, which included approving financial transactions up to $500,000 Trained new and existing staff on policies, programs, procedures and banking system Show less



Citibank

• Financial Associate

  • Jan 2003 - Jan 2004

  Networked and established client relationships Performed financial transactions and provided oversight in the absence of the operations manager Networked and established client relationships Performed financial transactions and provided oversight in the absence of the operations manager