Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Home Equity Loan Consultant

  • Oct 2013 - Present

  Receives and reviews applications for Home Equity Products in accordance with established lending policies, procedures and criteria. Assembles loan applications and approves loans that meet established lending criteria and are within approved lending limits. Presents loan requests above lending limit to management. Excellent speed in processing loan requests without compromising accuracy, high organizational skills and ability to juggle multiple tasks in order to meet post closing… Show more Receives and reviews applications for Home Equity Products in accordance with established lending policies, procedures and criteria. Assembles loan applications and approves loans that meet established lending criteria and are within approved lending limits. Presents loan requests above lending limit to management. Excellent speed in processing loan requests without compromising accuracy, high organizational skills and ability to juggle multiple tasks in order to meet post closing requirements. Must be able to respond to staff, customers and vendor inquiries about equity loans in process. Prepare weekly/monthly reports on loan status and closing. Emphasis on team effort to cross train other staff on the loan process.

• Financial Solutions Representative

  • Nov 2012 - Oct 2013

  Portland, Oregon Area Recommend products and services that enhance our members' financial lives including loan options, rates, share products and other credit union offerings Support Member Service Representatives during peak periods by processing deposits, withdrawals and loan payments Manage loan pipeline to ensure members are updated in a timely manner, resolve errors and respond to member issues Identify and create referral opportunities to key business partners Develop outside business through… Show more Recommend products and services that enhance our members' financial lives including loan options, rates, share products and other credit union offerings Support Member Service Representatives during peak periods by processing deposits, withdrawals and loan payments Manage loan pipeline to ensure members are updated in a timely manner, resolve errors and respond to member issues Identify and create referral opportunities to key business partners Develop outside business through face-to-face client meetings and sales calls

• Bank Teller

  • Jan 2012 - Oct 2012

  Portland, Oregon Area



Park Academy

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Assistant Teacher

  • Aug 2010 - Jun 2011

  Portland, Oregon Area