David Cozar Email & Phone Number

Moses Lake, Wa, Us

Moses Lake, Washington, United States

As a Senior Personal Financial Services Representative (PFR), I am dedicated to delivering exceptional service to members by fostering new relationships, managing consumer deposit accounts, processing credit applications, analyzing credit reports, and finalizing loans. My role also involves handling loan documentation and providing ongoing account maintenance to ensure members' financial needs are met with precision and care.In addition to my core responsibilities, I serve as a Member Service Associate (MSA), contributing to branch operations and enhancing member satisfaction through proactive referrals, follow-ups, and consistent communication across multiple channels. I also specialize in managing complex accounts, including Business, IRA, Deceased Owner, and Specialty accounts, providing tailored solutions to meet diverse member needs.As a highly experienced professional, I also take on leadership responsibilities, representing branch leadership in their absence and ensuring smooth, efficient operations. I am committed to mentoring and training new team members, sharing my expertise to help them thrive in their roles and elevate overall team performance.

Moses Lake, Washington, United States

Committed to providing exceptional service to members by initiating new relationships, managing consumer deposit accounts, processing credit applications, analyzing credit reports, handling loan documentation, and finalizing loans. Additionally, serve as a Member Service Associate (MSA), supporting branch operations and enhancing member relationships through referrals, follow-ups, and regular communication via various channels.

Ephrata, Washington, United States

Orchestrated the seamless functioning of restaurant operations as a pivotal member of the management leadership team. Conducted interviews and managed hiring processes efficiently. Developed strategic plans through analysis of business metrics to capitalize on opportunities and attain operational objectives. Spearheaded employee training initiatives and ensured prompt dissemination of new information to all staff members.

Moses Lake, Washington, United States

Facilitated strong connections with key stakeholders including Grant County District Court, Grant County District Probation, Adams County District Probation, and Washington State Department of Children, Youth, and Families Region 1. Provided comprehensive services such as Drug and Alcohol evaluation and treatment, including Aftercare weekly group treatment and monthly follow-up treatment. Regularly communicated client status updates to courts and probation officers for a caseload of over 20 clients. Maintained meticulous and confidential records documenting client history, progress, and services rendered. Conducted thorough risk and need assessments, devising tailored treatment plans for each participant.

Moses Lake, Washington, United States

Quincy, Washington, United States

Orchestrated the seamless functioning of restaurant operations as a pivotal member of the management leadership team. Conducted interviews and managed hiring processes efficiently. Developed strategic plans through analysis of business metrics to capitalize on opportunities and attain operational objectives. Spearheaded employee training initiatives and ensured prompt dissemination of new information to all staff members.

Bachelor Of Business Administration - Bba, Accounting And Business/Management, Graduated

Graduated with a Bachelor's in Business Administration, majoring in Accounting and Management, with a specialization in Innovation.

Associate Of Arts And Sciences - Aas, General Studies