Experience

Evergreen Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Loan Manager

  • May 2022 - Present

  -Originates, processes, and funds consumer loan products. -Effectively and efficiently communicates with members/loan applicants, dealerships, underwriters, and other credit union staff regarding loan application statuses and decisions. -Fosters unique relationships as the main lending point of contact for over 50 local dealerships and lending partners, all whom specialize in various consumer loan products. -Manages all aspects of a loan application workflow from origination to funding. -Verifies that all documentation provided by the applicant meets internal policy and loan product requirements and resolves any loan application issues prior to loan funding.



Evergreen Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Loan Support Representative

  • Oct 2017 - Feb 2021

  -Originates, processes, and funds consumer loan products. -Effectively and efficiently communicates with members/loan applicants, dealerships, underwriters, and other credit union staff regarding loan application statuses and decisions. -Fosters unique relationships as the main lending point of contact for over 50 local dealerships and lending partners, all whom specialize in various consumer loan products. -Manages all aspects of a loan application workflow from origination to funding. -Verifies that all documentation provided by the applicant meets internal policy and loan product requirements and resolves any loan application issues prior to loan funding.



PeoplesChoice Credit Union

• United States
• Banking
• 1 - 100 Employee

• Member Service Representative

  • May 2016 - Oct 2017

  -Led the credit union in number of loan referrals by consistently promoting and recommending loan products to members/non-members. -Opened prime share accounts and checking accounts for new and existing members. -Processed monetary transactions such as deposits, withdrawals, and check-cashing. -Assisted management with daily and weekly audits of credit union procedures and policies. -Led the credit union in number of loan referrals by consistently promoting and recommending loan products to members/non-members. -Opened prime share accounts and checking accounts for new and existing members. -Processed monetary transactions such as deposits, withdrawals, and check-cashing. -Assisted management with daily and weekly audits of credit union procedures and policies.



Community Credit Union in Lewiston-Auburn-Turner, Maine

• United States
• Financial Services
• 1 - 100 Employee

• Member Representative

  • Jan 2012 - May 2016

  -Acted as Branch Manager on weekends; opened and closed branch with one other person. -Balanced the vault and tellers. -Floated at all other branches in a teller and supervisor role. -Acted as Branch Manager on weekends; opened and closed branch with one other person. -Balanced the vault and tellers. -Floated at all other branches in a teller and supervisor role.