Steven Simpson

Back Office Employee at First Choice Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
West Palm Beach, Florida, United States, US

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Credentials

  • Florida Certified Food Handler
    Food Handler Classes
    Sep, 2017
    - Sep, 2024

Experience

  • First Choice Credit Union
    • United States
    • Banking
    • 1 - 100 Employee
    • Back Office Employee
      • Aug 2021 - Present

       Perform credit card underwriting.  Answer a combination of around 75 calls, emails and text messages on a daily basis to resolve customer questions.  Respond to loan questions related to credit score, interest, amount, length and types.  Assist current and prospective members with applications for membership, credit card, car loans, personal loans, home equity , and holiday loans .  Assist members with debit card issues such as approving limits, card malfunctions, and resolving fraud.  Process payments for loans and complete cash advances for members,  Resolve online banking issues for members such as unlocking accounts and setting up different online features.  Order checks, debit cards, account statements and credit cards for members.  Cross sell banking products to improve member banking experience..  Perform money transfers and address changes for members.  Manage risk by using security features to confirm member information and identity. Back office administrative tasks such as filing, copying, mailing, and scanning Show less

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Bank Employee
      • Dec 2019 - Jul 2021

       Maintained appropriate cash limits, while depositing and withdrawing U.S. and foreign currency.  Performed audits on cash drawers and on the vault, to maintain cash accuracy and record keeping.  Cashed and deposited checks using teller view and store vision teller.  Issued cashier's checks, money orders, monthly statements, card pins, savings bonds, and temporary checks, while using store vision platform and teller view  Completed cash advances, made payments, and completed money transfers.  Informed customers of various bank's product and services, (such as mobile banking)  Analyzed customer needs to find possible product, services, or accounts they may be interested in and refer them to a personal banker if necessary.  Followed proper guidelines to manage potential risk for the bank and customers. Show less

  • Whole Foods Market
    • United States
    • Retail
    • 700 & Above Employee
    • Customer Service Representative
      • Aug 2017 - Jul 2021

       Responded to customer questions and inquires related to Whole Foods and Amazon  Responsible for cash handling and management at my station.  Knowledge of point of sale system.  Knowledge of Inventory Management  Use of up selling and cross selling techniques to encourage sales and promotions.  Used teamwork to engage in a variety of different tasks to ensure store ran as efficient as possible  Used organizational and multitasking skills to properly charge and bag various item Show less

  • palm beach real estate
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Internship
      • Jan 2017 - Jun 2017

      provided content for website and social media account looked up homes in the MLS and property Apprasiser databases. Answered calls and emails. organized files provided content for website and social media account looked up homes in the MLS and property Apprasiser databases. Answered calls and emails. organized files

  • FAU Tech Runway
    • Business Consultant, Project Manager
      • Sep 2016 - May 2017

      Worked as project manager and business consultant for FAU tech runway. Developed a market research report. conducted various interviews with people and companies Worked as project manager and business consultant for FAU tech runway. Developed a market research report. conducted various interviews with people and companies

Education

  • Florida Atlantic University
    certificate, Hospitality Administration/Management
    2020 - 2020
  • Florida Atlantic University - College of Business
    Bachelor’s Degree, Entrepreneurial and Small Business Management
    2015 - 2017
  • Northwood University
    Bachelor’s Degree, business management
    2013 - 2015

Community

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