Ryan Yaffe

Sr. Consumer Lending Advisor at Stanford Federal Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Palo Alto, California, United States, US

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Credentials

  • Credit Endorsee License
    California Department of Insurance

Experience

  • Stanford Federal Credit Union
    • Banking
    • 100 - 200 Employee
    • Sr. Consumer Lending Advisor
      • Oct 2023 - Present

      Works closely with the Underwriting team to ensure risk is mitigated.Acts as a backup processor for CUDL loans in an ongoing basis and communicates with dealers.Performs user acceptance testing for system upgrades and rate changes.Develops Consumer Lending procedures for front-line staff.Subject matter expert on business facing use of Temenos AG (lending software). Collaborates with multiple departments on ideas for robotic process automation into business systems with an individual focus on Consumer Lending. Show less

    • Consumer Lending Advisor
      • Aug 2022 - Oct 2023

      Reviews, processes, closes and administers client loan proposals.Maintains strict confidentiality of bank records and client information.Offers additional loan products to increase loan growth and exceed sales goals.

    • Member Advisor
      • Feb 2022 - Aug 2022

      Opened and maintained accounts for members and rapidly resolved conflicts to maintain their overall satisfaction with our institution.Constructed referral templates to extend our pipeline and build a stronger client network.Submitted loan applications and collaborated with lending departments to better navigate the client through the process.

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Bank Teller
      • Jun 2021 - Feb 2022

      Built interpersonal relationships when dealing with new customer portfolios. Identified prospective high value clients and conducted referrals to premier bankers for clients interested in our products and services. Assisted clients in reaching their financial goals through the use of product knowledge and banker connections. Built interpersonal relationships when dealing with new customer portfolios. Identified prospective high value clients and conducted referrals to premier bankers for clients interested in our products and services. Assisted clients in reaching their financial goals through the use of product knowledge and banker connections.

  • Lunardi Foods
    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Cashier
      • 2017 - Jun 2021

    • Courtesy Clerk
      • Oct 2016 - 2017

  • America's Best Tire, LLC
    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • Tire Technician
      • Mar 2017 - Jul 2018

  • Sojourn to the Past: A Social Justice and Civil Rights Educational Program
    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Intern
      • Jun 2012 - Nov 2012

Education

  • Mills High School
    High School Diploma
    2013 - 2017

Community

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