Experience

Veridian Credit Union

• Banking
• 300 - 400 Employee

• Loan Advisor II

  • May 2015 - Sep 2022

  5401 Nw 86th St, Johnston IA 50131

• Loan Advisor II

  • May 2015 - Sep 2022

  Johnston, Iowa, United States Employee of the Month: May 2020, November 2016, & May 2016 o Built member relationships while interviewing them in person, by phone, and by video for loan applications, opening new accounts, processing transactions, and offering suggestions to save and earn more money as seen in XP2, DNA, Temenos, and CCM. o Partnered successfully with 10-20 members each quarter by conducting outbound emails, calls, and letters to save them money during discovery of their full financial picture… Show more Employee of the Month: May 2020, November 2016, & May 2016 o Built member relationships while interviewing them in person, by phone, and by video for loan applications, opening new accounts, processing transactions, and offering suggestions to save and earn more money as seen in XP2, DNA, Temenos, and CCM. o Partnered successfully with 10-20 members each quarter by conducting outbound emails, calls, and letters to save them money during discovery of their full financial picture o Maximized opportunities from analyzing credit reports while advocating for members and improvement of their financial situations on their behalf to underwriters and cross department employees as needed throughout the process and exploring opportunities available and customized for each member o Exceeded branch goals by generating approximately 2 million dollars each year in consumer loan volume while actively protecting member’s assets/values with Payment Protection (40% penetration), Guaranteed Auto Protection (50% penetration), and Extended Warranty (10% penetration), and referred many cross-department products and services; of which included 1.3 million in successfully booked first mortgage volume in 2021 o Supported and trained new and current staff in their positions and ensured completion and accuracy of branch operations such as cash ordering, balancing, drawer audits, scheduling and other items as assigned and needed such as serving as supervisor in absence of branch manager o Identified areas of opportunity for improvement and met with coworkers, branch and regional branch managers, and upper management to informed on business’s current need for focus and developed and shared templates created with my branch staff and other branch locations to increase productivity and collaborate with others on ideas seen or believed to be effective to successfully implement



University of Northern Iowa

• Human Resource Office Assistant

  • Aug 2011 - May 2015

  Cedar Falls, Iowa, United States o Welcomed and accommodated new employees and visitors to campus and policies o Reviewed and verified I-9 documentation and other data inputted to Microsoft Access Merit and P&S employment databases o Explained and guided employees through paperwork such as I-9, W-4, and benefit options



Hy-Vee, Inc.

• Retail
• 700 & Above Employee

• Customer Service Representative/Store Assistant

  • Jul 2007 - Dec 2013

  Washington, Iowa, United States o Led and coordinated coworkers to maintain positive environment and relations for productivity and efficiency in many departments throughout store o Provided prompt, efficient, and friendly customer service with care, concern, and patience to all o Responded and resolved customer’s inquiries and concerns