David Glovinsky Email & Phone Number

United States

Remote

• Analyzed, researched, and resolved problems and discrepancies related to member accounts/loans.
• Collected, reviewed, and verified documentation for mortgage applications.
• Maintained a score of 90% on the Customer Experience Survey.
• Executed a high level of customer service quality throughout the biggest credit union in the world.
• Interacted with members, other staff, and outside contacts to resolve discrepancies, problems & issues.
• Monitored mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA, and secondary market practices, guidelines, and regulations.

Remote

• Analyzed referred loans for areas of concern and determine the proper course of action.
• Determined and advised members on approved loan conditions and documentation requirements.
• Ensured progress and inclusion of required mortgage processing information. (e.g. verifications of employment, assets, income, and liabilities; appraisal reports, Navy Federal and investor requirements, etc.)
• Monitored mortgage loan process and ensured compliance with Federal laws, as well as, NCUA and secondary market practices, guidelines, and regulations.
• Remained available to members and/or their real estate agents during scheduled evening hours after assigned workdays and during scheduled hours on assigned days off.
• Requested and obtained documentation needed and forwarded to Mortgage Processor.

• Assisted members with submitting consumer loans, overdraft protection, and credit card applications.
• Counseled and educated current and prospective members about Navy Federal’s products and services.
• Analyzed, researched, and resolved problems and discrepancies related to member accounts/loans.
• Greeter responsibilities.
• Performed platform-banking transactions with proficient knowledge of banking systems and processes.
• Ensured cash and other negotiable instruments are handled properly.

Williamsburg, Virginia, United States

• Processed standard teller transactions for customers including servicing client accounts, accepting loan payments, managing safe deposit box payments, cashing checks, balancing cash drawers, handling night deposits.
• Processed 25+ customer transactions per hour with extreme attention to detail.
• Safely ID and search customer account information.
• Answered customers' inquiries and referred customers to the proper service area for issues that cannot be resolved at the teller line.
• Promoted the bank's products and services.
• Performed as a team member in allocating and coordinating the workflow.