Experience

Visions Federal Credit Union

• United States
• Financial Services
• 200 - 300 Employee

• Business Development Officer

  • Jul 2019 - Present

  My role as a business development officer is to built on current and future relationships, I work with businesses and people in the Reading area. At Visions, we love yo give back and not just money. We give of ourselves, our time, and our talents and much more. Our organizations does help make our communities and each other better. Along with that we provide financial literacy to business partners staff and student in the Reading Schools and Universities/College. We develops relationships with community groups, school districts and business partners representing the credit union as the industry leader in financial education. Research evaluates financial education trends and how it could benefit our membership, community groups, school districts and business partners. Collaborated with community partners, school districts, and business partners to explore opportunities of support to enrich their staff, and communities and lastly but not least participate in many community events.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Home Mortgage Consultant NMLS:841868

  • Apr 2009 - Mar 2018

  As Mortgage Loan Consultant I help potential borrowers to get the best loan options for their financial situation.

• Business Specialist

  • Apr 2010 - Apr 2015

  Premier Banker • Provided exceptional customer service while understanding the customer’s financial needs.• Offered banking products and services to fit customers’ needs.• Referred customers to Partners of the different areas of the bank.• Made daily outbound calls to increase sales opportunities by setting appointments. • Routine visits to businesses around the surrounding areas of the office to built relationships and earn their business.Business Advocate • Provided business consultations with recommendations to help businesses succeed financially.• Provided support to fellow team members to help them gain a better understanding of the business products and services.Promoted to Business Specialist: May 2014 • Focus on all business Owners to help them with all their business need and consultations to make the best recommendations to help businesses succeed financially• Worked hand in hand with Merchant and Payroll Partners in going out to meet business Owners to help them get a better understanding on the products and services we had to offer and book deals. • Routine visits to businesses around the surrounding areas of the office to built relationships and earn their business.