Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Indirect Processing Manager

  • Feb 2022 - Present

  Hillsboro, Oregon, United States



Idaho Central Credit Union

• United States
• Banking
• 700 & Above Employee

• Indirect Lending Processing Manager

  • Jan 2021 - Feb 2022

  Pocatello, Idaho, United States

• Indirect Lending Processing Supervisor

  • Apr 2020 - Jan 2021

  Pocatello, Idaho, United States



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Analyst, Instructional Design, Marcus by Goldman Sachs

  • Nov 2019 - Apr 2020

  Richardson, TX

• Analyst, Inbound Service Manager, Marcus by Goldman Sachs

  • Nov 2018 - Nov 2019

  Richardson, Texas * Strengthened team performance by one on one coaching sessions to help team members improve client interactions and adherence. * Trained and coached team on new products, improving individual performance, and improving the client's experience. * Improved client service quality and ensured adherence to policies through call monitoring. * Resolved escalated customer concerns.

• Analyst, Training / Facilitation, Marcus by Goldman Sachs

  • Oct 2017 - Nov 2018

  Dallas/Fort Worth Area * Facilitated and evaluated new hire and advanced skills training programs. * Incorporated Learning Management System to track training attendance, outcomes, and build class sessions. * Evaluated success of training programs and recommended improvements and updates as needed.

• Advocate, Marcus by Goldman Sachs

  • Jan 2017 - Oct 2017

  Salt Lake City, Utah * Resolved escalated client concerns and complaints, finding win-win solutions through problem solving techniques.

• Specialist, Marcus by Goldman Sachs

  • Jul 2016 - Jan 2017

  Salt Lake City, Utah * Processed loan applications for clients. * Ensured high quality customer service through client on-boarding education.



Ancestry

• United States
• Software Development
• 700 & Above Employee

• Assistant Manager, Australian Customer Service Team

  • Jan 2013 - Jul 2016

  Provo, Utah * Supported my team in career development and goal attainment by focusing on skill development and job satisfaction. * Led daily, weekly and monthly coaching, counseling and feedback sessions. * Trained new hires to perform cross-training exercises with experienced workers.



Chase

• United States
• Financial Services
• 700 & Above Employee

• Lead Personal Banker

  • Feb 2011 - Aug 2011

  Portland, Oregon Area * Trained personal bankers in successful sales through service strategies to meet operational and sales targets. * Coordinated and prioritized required training courses for all personal bankers. * Worked with Branch Manager to resolve problems, improve operations and provide exceptional customer service. * Communicated all learning and performance objectives, schedules and training assessments to upper management.



First Independent Bank

• United States
• Banking
• 1 - 100 Employee

• Lead Personal Banker

  • Nov 2006 - Dec 2009

  Vancouver, WA * Trained staff during demonstrations, meetings, conferences and workshops. * Drove departmental performance and achievement of service levels through focused team operational reviews, structured coaching and managing to enterprise targets. * Helped acquire more than $50 million in new deposits in the first year of operation.