Researched banking guidelines and statutory requirements to stay updated on new laws and applications. Answer questions about credit union products and resolve member concerns while closely adhering to the guidelines established by the credit union. Accurately and efficiently document and process member transactions to ensure member satisfaction. Collaborate with other departments to ensure members concerns and requests are being processed. Periodically completed training regarding policies and procedures for the credit union as well as federal regulations, and information security. Executed the origination process including ordering credit reports. Perform daily maintenance of the loan applicant database. Educated members on the variety of loan products and available credit options. Analyzed the financial and economic scenarios and advised the borrowers or related parties ahead of time regarding the consequences of their loans. Coordinated with prospective clients, clarified and determined their doubts regarding the loans and repayment methods. Created graphs and reports to show progress which were provided directly to management.

Daily tasks consisted of fielding incoming calls from medical and dental providers regarding claims, and member benefits. Payed close attention to detail with a high degree of accuracy, excellent problem solving skills and the ability to perform repetitive tasks accurately. Also, maintained up to date records at all times and developed effective relationships with other departments through clear communication.

Accurate storage and filing patient/donor data. Front desk reception including screening vital signs prior to plasma donation. Basic medical triage duties. Familiarity with standard operating procedures. Performed venipunctures. Monitor donor health. Maintained highest donor productivity for 9 consecutive months,