Experience

La Capitol Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Loan Officer

  • Jan 2023 - Present

  Baton Rouge, Louisiana, United States Review and document all required forms and related documentation for consumer/indirect loan products. Analyze and evaluate credit reports, financial status, asset evaluation and other required information pertinent to an application. Decision a variety of consumer loan applications, with considerable loan authority. Identify collateral needs and the eligibility of a co-maker. Review and offer extensions based on hardships. Ensure that all products and services are promoted and… Show more Review and document all required forms and related documentation for consumer/indirect loan products. Analyze and evaluate credit reports, financial status, asset evaluation and other required information pertinent to an application. Decision a variety of consumer loan applications, with considerable loan authority. Identify collateral needs and the eligibility of a co-maker. Review and offer extensions based on hardships. Ensure that all products and services are promoted and that quality service is delivered.

• Member Services Specialist

  • Dec 2018 - Present

  Siegen Lane, Baton Rouge Deliver outstanding service to both internal and external members. Identify the needs of each member and recommend an appropriate solution. In addition, serve as a liaison between the member and the credit union. Responsible for providing account information and opening accounts for new members as well as handling member's daily needs. Provide a variety of transaction services to members including loan processing. Promote credit union products and services that would assist the financial… Show more Deliver outstanding service to both internal and external members. Identify the needs of each member and recommend an appropriate solution. In addition, serve as a liaison between the member and the credit union. Responsible for providing account information and opening accounts for new members as well as handling member's daily needs. Provide a variety of transaction services to members including loan processing. Promote credit union products and services that would assist the financial growth of the member.

• Member Service Officer

  • Jun 2013 - Dec 2018

  Hammond, Louisiana Identify the needs of each member and recommend appropriate solutions and products through the consultative selling process. Using a needs based sales strategy we improve the financial well-being of our members. Responsible for the daily processing of deposits, withdrawals, transfers, loan payments and payoffs. Responsible for compliance of all policies and procedures affecting the day-to-day operations of the Credit Union. Cross selling LaCapitol products and services to members. Provide… Show more Identify the needs of each member and recommend appropriate solutions and products through the consultative selling process. Using a needs based sales strategy we improve the financial well-being of our members. Responsible for the daily processing of deposits, withdrawals, transfers, loan payments and payoffs. Responsible for compliance of all policies and procedures affecting the day-to-day operations of the Credit Union. Cross selling LaCapitol products and services to members. Provide members with assistance to service accounts and perform related duties as required to achieve Credit Union office goals. Always providing quality customer service.



First NBC Bank

• Universal Banker, Float Staff

  • Jul 2011 - Jun 2013

  Tangipahoa Parish Responsible for consulting with customers and analyzing which products and services best meet their needs and providing them with those products. Working alongside specialists and utilizing sales abilities and product knowledge to play a vital role in the customer’s banking experience. Completing customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunities.



1st Heritage Credit

• Financial Services Representative

  • May 2009 - Jul 2011

  Hammond, Louisiana Sell financial services and provide customer support to prospective and existing customers. Open new accounts and service established accounts. Provide basic financial service to customers such as answering general questions, receiving payments, accept and analyze applications. Respond to customer requests, problems and complaints, resolve issues, and direct them to the appropriate staff.



Capital One

• Senior Teller

  • Aug 2006 - May 2009

  Hammond, Louisiana Responsible for the daily processing of deposits, withdrawals, transfers, loan payments and payoffs. Responsible for compliance of all policies and procedures affecting the day-to-day operations of the banking office. Cross selling bank products and services to customers; provide customer assistance to service accounts and performs related duties as required to achieve banking office goals. Provide quality customer service.