Kelli Grajeda Email & Phone Number

Westlake Village

Disclosure, LE and CD re-disclosure Retail Specialist Responsible for issuing timely and accurate disclosures and re-disclosures in accordance with Regulation Z and Regulation X. Worked closely with operations and production to assemble loan files for document drawing and funding.

Ventura, Ca

Ventura, Ca

Ventura, Ca

Ventura, Ca

Administrative Assistant Provide administrative support for Managers/Executive; supporting Branch Managers and approximately 50-140 employees with questions and information; process and On- Board new hires; maintained spreadsheets; gather data and compile various reports for management; review and quality control employee New Hire packages and contracts; make travel arrangements including flight, hotel and rental cars; coordinated interviews, functions, special events, meetings and training sessions; maintained office & ordered supplies; review and submit invoices for payment; participated in promotional activities, greet visitors and answer telephones; receive and distribute mail and correspondence; photocopy material and maintain files as well as provided exceptional customer support.

Ventura, Ca

Loans Officer/Teller Responsible for performing intermediate branch and customer service duties; accept checking and savings deposits; cash checks and savings withdrawals, assist with night depository and vault duties; discussed, accepted, and qualified consumer loan applicants for credit; ran credit reports generate loan documentation for all types of loans: Auto, RV, Visa, Lines of Credit, Personal, etc; process consumer loan payments and advances on lines of credit; prepare overdraft protection documents; board loans on Credit Unions main computer system; review documentation for accuracy and compliance; provided DMV support as liaison; participated in advertising and promotional activities; cross-selling Credit Union products and services