Experience

Spero Financial
• United States
• Financial Services
• 1 - 100 Employee
• Member Service Advisor

  • Feb 2022 - Present


Greenville Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Branch Manager

  • Feb 2018 - Feb 2022

  Responsible for general control and administration of the daily operations for the branch.

• Member Specialist

  • Sep 2016 - Feb 2018

  Responsible for opening, closing and maintaining all accounts including savings, checking, IRAs, and CDs. Responsible for all working closely with the underwriting department to assist members with all lending needs from completing applications to funding and booking loans. Primary Responsibilities: 1. Teller transactions, such as accepting deposits, loan payments, transfers, and withdrawals. Contributions and distributions to and from IRAs, processing forms such as domestic and… Show more Responsible for opening, closing and maintaining all accounts including savings, checking, IRAs, and CDs. Responsible for all working closely with the underwriting department to assist members with all lending needs from completing applications to funding and booking loans. Primary Responsibilities: 1. Teller transactions, such as accepting deposits, loan payments, transfers, and withdrawals. Contributions and distributions to and from IRAs, processing forms such as domestic and international wires, address changes, issuing stop payments, and troubleshooting online banking issues. 2. Lending/Account Opening: Assist members with lending needs by answering loan questions, performing loan maintenance, and funding and booking loans. Collect all necessary documentation/stipulations for the completion of all of our lending applications. Assist with various types of loans: personal loans, auto loans, and credit cards. Increase loan growth through cross selling ancillary products or additional loans. Account Opening duties include verifying that an applicant is eligible for membership based on the Credit Union's charter. Collect all documentation needed to verify identity and determine which account type the applicant is eligible for. Order debit cards, file all proper documents upon completion of account opening, as well as a assisting members with the initial mortgage loan process.



Springleaf Financial Services

• Financial Services
• 700 & Above Employee

• Senior Personal Loan Specialist

  • Aug 2013 - Aug 2015

  Seneca, SC • Consulted with customers about their financial objectives and offered loan solutions to help them achieve their goals. • Built strong, trusting relationships with new and existing customers while providing exceptional customer service. • Worked directly with customers through the entire lending cycle from loan application to loan closing. • Ensured that all loan documents and processes be completed per policy. • Managed collection activities including processing payments and… Show more • Consulted with customers about their financial objectives and offered loan solutions to help them achieve their goals. • Built strong, trusting relationships with new and existing customers while providing exceptional customer service. • Worked directly with customers through the entire lending cycle from loan application to loan closing. • Ensured that all loan documents and processes be completed per policy. • Managed collection activities including processing payments and consulting with customers on loan payments for past due accounts. • Met and exceeded company goals in a competitive sales environment. Show less



Georgia Department of Human Services

• United States
• Government Administration
• 700 & Above Employee

• Social Services Case Manager

  • May 2010 - Aug 2013

  Hartwell, GA • Developed, implemented, monitored, and evaluated comprehensive case plans that addressed identified client services and safety needs for foster children and their biological parents. • Collaborated with school systems, doctors, psychologist, law enforcement, child developmental specialist, mental health facilities, substance abuse centers, etc. • Prepared legal documents for court procedures as well as participated in court hearings. • Facilitated and organized meetings for the… Show more • Developed, implemented, monitored, and evaluated comprehensive case plans that addressed identified client services and safety needs for foster children and their biological parents. • Collaborated with school systems, doctors, psychologist, law enforcement, child developmental specialist, mental health facilities, substance abuse centers, etc. • Prepared legal documents for court procedures as well as participated in court hearings. • Facilitated and organized meetings for the overall wellbeing of the children in care. • Supervised parent-child visitation, transported children, and conducted in home visits with foster children as well as their biological parents. Show less