Joshua M. Mehrian
Business Relationship Officer at Wheelhouse Credit Union- Claim this Profile
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Bio
Credentials
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NMLS Registered
-Jun, 2014- Sep, 2024 -
Commissioned Notary Public
State of California
Experience
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Wheelhouse Credit Union
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United States
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Banking
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1 - 100 Employee
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Business Relationship Officer
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Aug 2019 - Present
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Indirect Lending Liaison
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Mar 2015 - Aug 2019
As an Indirect Lending Liaison it is my direct responsibility to acquire, support, and retain a portfolio of Premier Dealers and Contractors for both our Solar/Energy Efficiency and Indirect Auto Programs. Always ensuring the continued success of the business by managing a large volume of high value clients with professionalism, Client focus and a broad understanding of the fundamentals.
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Consumer Loan Underwriter II
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Jun 2012 - Mar 2015
Analyze loan applications, credit bureau reports, collateral valuation, member account data, financial statements, Federal tax filings and other loan documentation while maintaining consistent and sound lending decisions. Advanced income analysis experience in reviewing Self-employment, Corporate, and Partnerships tax returns.Communicate with branch staff and management to gather information to make appropriate decisions. Interpret lending procedures and policies to determine risks associated with loan requests outside of normal policy guidelines. Show less
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Sr. Finincial Service Representative
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Dec 2007 - Jun 2012
Within established guidelines and procedures, perform consumer lending requiring the use of judgment and discretion in origination, funding, and processing loan applications. Ensure all loan applications are within the credit unions policies, procedures and guidelines. Complete and process Department of Motor Vehicle documentation. Open new accounts and handle advanced member transactions. Remain current on all laws, rules and regulations
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LA Fitness
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United States
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Wellness and Fitness Services
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700 & Above Employee
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Assistant Operations Manager
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Aug 2005 - Nov 2007
Readily available to take control of any type of situation that was presented to me. Recruiting and interviewing quality people to staff our location, as well as making sure those new employees receive adequate training to ensure a smooth transition into their position. Daily observation of facilities, operations, member satisfaction, and member retention. Observed both sales and operation staff daily to ensure membership growth and goal attainment was met. Personally made sure that all employees were following company rules and regulations and were being treated fairly by all members of the management team 25% of my duties included selling and renewing memberships. On average I was able to renew 83% of memberships on a quarterly basis, compared to an average of 41% under previous management. Show less
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Education
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Grossmont College
Communications
Community
