Experience

OCCU | Oregon Community Credit Union

• United States
• Banking
• 200 - 300 Employee

• Mortgage Loan Advisor

  • Nov 2021 - Present

• Secondary Market Specialist

  • Sep 2021 - Nov 2021

  • Sent initial disclosure documents and loan estimates to borrowers within timeframes specified by regulatory compliance, ensuring detail and accuracy to avoid monetary or clerical errors.• Processed changes in circumstances and disclosed to borrowers.• Committed loans to Federal Home Loan Bank.

• Member Service Representative

  • Aug 2018 - Sep 2021

  • Navigated simultaneously through multiple computer programs accurately and efficiently.• Problem solved in a timely manner, striving for first call resolution, with the credit union’s best interest in mind while advocating for the member.• Completed 800-1000 inbound and outbound phone calls monthly presenting in-depth knowledge of the products and services offered by OCCU with professionalism, warmth, compassion and confidence.• Participated in ancillary product focus groups to determine what aspects of products members liked or disliked.• Top-tier sales ranking by identifying the needs of members through offering and cross-selling products and services. Show less

• Teller

  • Mar 2018 - Aug 2018