Enhanced Services Support Representative

• Dec 2022 - Present

Customer support for end users of Apiture's customer facing digital banking product Customer support for end users of Apiture's customer facing digital banking product

Loan Officer

• Feb 2022 - Jan 2023

Loan Consultant

• Jun 2021 - Feb 2022

Licensed in all 50 states, loanDepot employs more than 9,000 people, and operates more than 200 lending stores nationwide. loanDepot.com, LLC, 26642 Towne Centre Drive, Foothill Ranch, CA 92610. All rights reserved. NMLS #174457 (www.nmlsconsumeraccess.org). For more licensing information, please visit www.loanDepot.com/licensing. www.loanDepot.com/privacypolicy. Rates, terms, and availability of programs are subject to change without notice. Licensed in all 50 states, loanDepot employs more than 9,000 people, and operates more than 200 lending stores nationwide. loanDepot.com, LLC, 26642 Towne Centre Drive, Foothill Ranch, CA 92610. All rights reserved. NMLS #174457 (www.nmlsconsumeraccess.org). For more licensing information, please visit www.loanDepot.com/licensing. www.loanDepot.com/privacypolicy. Rates, terms, and availability of programs are subject to change without notice.

VP of Mortgage Lending

• Dec 2020 - Jun 2021

Loan Officer

• Oct 2019 - Dec 2020

Financial Services Representative

• Jun 2018 - Oct 2019

• Began as a teller and quickly transitioned into consumer lending • Responsible for processing loan applications from start to finish, including: taking the application, underwriting the loan, gathering required documentation, verifying income sources, drawing up closing documents, booking and funding the loan • Required to have a wide breadth of knowledge on the following loan products: personal loans, credit cards, secured credit cards, vehicle loans, boat and camper loans, home… Show more • Began as a teller and quickly transitioned into consumer lending • Responsible for processing loan applications from start to finish, including: taking the application, underwriting the loan, gathering required documentation, verifying income sources, drawing up closing documents, booking and funding the loan • Required to have a wide breadth of knowledge on the following loan products: personal loans, credit cards, secured credit cards, vehicle loans, boat and camper loans, home improvement loans, fixed rate home equity loans, and home equity credit lines • Responsible for selling other services such as GAP and insurance on our loans • Required to have a strong sales skill set to cross-sell customers additional loan products besides what they came in for • Expected to stay aware of all changes in lending policies, guidelines, and regulations • Expected to ensure that the customer is put into the right loan program for his/her needs. This often requires creative thinking on my part. I must understand the customer’s end goal and find the best solution • Responsible for having basic knowledge of all mortgage products the credit union offers, such as: fixed rate mortgages, ARMs, H.O.M.E. program, Home Possible, VA mortgages, jumbo loans, and construction loans • I have received over 50 customer surveys rating my service level 10/10 • Responsible for opening various account types including: business accounts, IRAs, trust accounts, estate accounts, representative payee accounts, and custodial accounts

Member Service Representative

• Jul 2017 - Jun 2018

Membership Coordinator

• Jun 2016 - Jun 2017

Responsible for all member service needs and selling memberships. Responsible for all member service needs and selling memberships.

Supervisor

• May 2010 - Jun 2016

Supervised the stock crew. Responsible for ordering product and ensuring that my team mates and I placed the product for sale in a timely manner. Supervised the stock crew. Responsible for ordering product and ensuring that my team mates and I placed the product for sale in a timely manner.