Personal Banker
Current• Achieved 5 Stars throughout 2023 in member surveys for delivering exceptional customer experience.• Originate, process, and manage a pipeline of 10 - 25 personal, auto and mortgage loans a month.• Consistently exceed monthly loan goal objectives by 5-10%.• Gather underwriting documentation from primary parties for loans and process timely.• Open 20-30 member accounts monthly following National Credit Union Administration (NCUA) guidelines and procedures. • Resolve member issues through cross departmental collaboration and leadership.