Shawn Gilman

Quality Assurance Senior - Operations at First Tech Federal Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Beaverton, US

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Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Quality Assurance Senior - Operations
      • Jan 2016 - Present

      Hillsboro, Oregon, United States My current role is handling Deposit accounts for deceased members. Previously I handled subpoena processing, garnishments against accounts held at the institution, records requests, escheatment processing, In addition, I write and maintain new and existing procedures. I also handle incoming inquiries from members and representatives through email and phone.

    • Universal Banker
      • Aug 2011 - Aug 2015

      HIllsboro ORegon As a Universal Banker, I functioned as both a teller and a banker. I balanced a cash box daily and assisted customers with their transactions. I sourced my own sales in person, over the phone and through email. I also coached tellers on how to sell and on customer service. I completed quarterly regulation training. I opened checking, savings, IRAs, credit cards, auto loans and equity loans and lines of credit.

    • United States
    • Banking
    • 700 & Above Employee
    • Teller
      • Feb 2008 - Aug 2011

      Hillsboro, Oregon, United States I worked as a teller. I referred customers to bankers to open up products such as checking, savings, IRAs, Credit cards, Mortgages and Investments. I regularly completed quarterly training on financial regulations and balanced my cashbox.

Education

  • University of Arizona
    Instructional Design, EDUCATION
    2020 - 2023
  • Portland Community College
    Associates, General Studies
    2004 - 2008

Community

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