Experience

TruStone Financial Credit Union

• United States
• Banking
• 200 - 300 Employee

• Lending Relationship Officer

  • Oct 2018 - Present

  I promote credit union products and services to new, existing and potential members as well provide professional service and sales of loan products (with an emphasis on Home Equity loans). I work with a customer referral base of Realtors, Builders, Financial Service Providers, and Consumers.

• Assistant Branch Manager

  • May 2016 - Present

• Member Sales Consultant II

  • Jan 2013 - May 2016

  Opens consumer and business deposit accounts and convenient services following established standards and procedures. Explains all features, benefits, and fees of the account or service with transparency and expert knowledge. Teaches members to use the account or service to improve their financial well-being and provides any ongoing correspondence. Accurately and efficiently prepares documents.Originates, underwrites and closes consumer loans following established underwriting criteria. Originates, underwrites and closes home equity loans following established policies and procedures. Cross sells the Credit Union’s products and services. Promotes business for the Credit Union by maintaining strong member relations and referring members to appropriate staff for new services. Achieves individual and branch goals through sales, referrals and retention of account relationships. Recognize and maximize opportunities to up sell members on TruStone products that would be mutually beneficial to the member and TruStone Financial. Show less

• Phone Banker III

  • Dec 2010 - Jan 2013

  Originated and closed consumer and home equity loans following underwriting decisions and established standards and procedures. Recommends and approves loans based on underwriting guidelines, set personal lending limits and underwriting criteria. Opens savings accounts, certificates, and convenient services following established standards and procedures. Explains all features, benefits, and fees of the account or service with transparency and proficient knowledge

• LSR

  • Apr 2009 - Dec 2010

  Originated and closed consumer loans following underwriting decisions and established standards and procedures. Recommended loan approval or denial based upon underwriting criteria. Opened savings accounts, certificates, and convenient services following established standards and procedures. Explained all features, benefits, and fees of the account or service with transparency and proficient knowledge. Fulfilled member service requests for account maintenance, including: loan maintenance, account research and reconciliation, corrections, address changes, stop payments, check orders, check copies, account statement copies, and replacement of plastic. Provided accurate requested information to members, including: account balances, historical account information, dividends earned, interest paid, and IRA and HSA inquiries Show less

• FSR II Floater

  • Dec 2005 - Apr 2009

  Welcomed members into the branch and provides professional expertise in the service and sales of deposit products, loan products, and convenient services through effective rapport building skills, proficient knowledge, and the promotion of the credit union’s brand of savings, transparency, and financial education. Responsible for meeting established Credit Union and Branch goals through active participation in sales programs. Originated, underwrites and closed consumer and home equity loans following outlined TruStone Financial policies and procedures and adhering to regulations governing the financial services industry. Accurately and efficiently processes a wide variety of financial inquiries, account openings, service requests, and transactions. Secures credit union assets, balances transactions, and completes necessary reports Show less