Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Home Equity Sales : Loan Officer

  • Jun 2016 - Present

  Portland, Oregon Area Sell home equity mortgage loans through the active promotion of the credit union and its products and services. Originate applications and offer terms as defined by the SAFE Act Policy. Build relationships with internal and external business partners such as assigned branch staff, realtors, builders, underwriters, Chamber of Commerce, etc. for the purpose of gaining mortgage referrals and attracting new FTFCU members. Maintain up to date product and procedure knowledge and consult with members… Show more Sell home equity mortgage loans through the active promotion of the credit union and its products and services. Originate applications and offer terms as defined by the SAFE Act Policy. Build relationships with internal and external business partners such as assigned branch staff, realtors, builders, underwriters, Chamber of Commerce, etc. for the purpose of gaining mortgage referrals and attracting new FTFCU members. Maintain up to date product and procedure knowledge and consult with members to ensure real estate products meet individual member needs. Act as primary contact for member during entire loan process, obtaining required documentation and providing member updates. Take complete and accurate applications, providing members with all required disclosures, and obtaining all necessary members provided support documents including appropriate up-front fees. Maintain compliance within Federal, State and Credit Union rules and regulations

• Employee Account Specialist II

  • Sep 2014 - Jun 2016

  Portland, Oregon Area I ensure an effortless and distinct employee member experience by interviewing, analyzing, advising and providing employee members with financial solutions, including deposit and loan products and services that best meet their financial needs. I respond to employee member requests, processing transactions in a timely and accurate manner and opening new personal and loan accounts. Our department provides guidance to employees about credit union membership and employee discount programs. We also… Show more I ensure an effortless and distinct employee member experience by interviewing, analyzing, advising and providing employee members with financial solutions, including deposit and loan products and services that best meet their financial needs. I respond to employee member requests, processing transactions in a timely and accurate manner and opening new personal and loan accounts. Our department provides guidance to employees about credit union membership and employee discount programs. We also assist with the ordering and maintenance of the corporate credit card program and preparing reports and oversight reviews. My daily focus is to provide top level service with an emphasis on education and accuracy.

• Financial Solutions Representative II

  • Jun 2009 - Sep 2014

  Portland, Oregon Area I build the individual customer relationship by providing members with information on loan types, loan rates, processing times and information on share products and other credit union services. I intake loan applications, audit documentation for accuracy, submit loans for processing, communicate loan status to members, and finalize closing documents with members. During peak business hours, I support the branch by opening new accounts, processing standard transaction requests, resolving errors… Show more I build the individual customer relationship by providing members with information on loan types, loan rates, processing times and information on share products and other credit union services. I intake loan applications, audit documentation for accuracy, submit loans for processing, communicate loan status to members, and finalize closing documents with members. During peak business hours, I support the branch by opening new accounts, processing standard transaction requests, resolving errors and responding to member issues. Additionally, I am expected to develop outside business through face-to-face client meetings and sales calls.



Audio Video City

• Assistant Sales Manager

  • Apr 2006 - Jan 2009

  San Luis Obispo, California Area



Boy Scouts of America at Florida Sea Base

• Group Leader/Counselor

  • Feb 2005 - Apr 2005



Ahwahnee Hotel at Yosemite National Park

• Special Events Assistant

  • Sep 2004 - Feb 2005



Bailey’s Pub and Grille

• Employee Trainer and Bartender

  • Dec 2003 - Sep 2004