AeroLeads people directory · profile

Kelly Tran Email & Phone Number

Sr. Consumer Loan Funder at Technology Credit Union at Technology Credit Union
Location: San Jose, California, United States 4 work roles 2 schools
1 work email found @techcu.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@techcu.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Sr. Consumer Loan Funder at Technology Credit Union
Location
San Jose, California, United States
Company size

Who is Kelly Tran? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kelly Tran is listed as Sr. Consumer Loan Funder at Technology Credit Union at Technology Credit Union, a with 229 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at techcu.com and a matched LinkedIn profile for Kelly Tran.

Kelly Tran previously worked as Sr. Consumer Loan Funder at Technology Credit Union and Loan Servicer at Provident Credit Union. Kelly Tran holds Bachelor Of Science, Accounting from San José State University.

Company email context

Email format at Technology Credit Union

This section adds company-level context without repeating Kelly Tran's masked contact details.

{first_initial}{last}@techcu.com
89% confidence

AeroLeads found 1 current-domain work email signal for Kelly Tran. Compare company email patterns before reaching out.

Profile bio

About Kelly Tran

Kelly Tran is a Sr. Consumer Loan Funder at Technology Credit Union at Technology Credit Union. They possess expertise in loans, finance, mortgage lending, customer service, accounting and 14 more skills. They is proficient in Vietnamese.

Listed skills include Loans, Finance, Mortgage Lending, Customer Service, and 15 others.

Current workplace

Kelly Tran's current company

Company context helps verify the profile and gives searchers a useful next step.

Technology Credit Union
Technology Credit Union
Sr. Consumer Loan Funder at Technology Credit Union
san jose, california, united states
Website
Employees
229
AeroLeads page
4 roles

Kelly Tran work experience

A career timeline built from the work history available for this profile.

Sr. Consumer Loan Funder

Current

San Francisco Bay Area

- Responsible for processing, closing and funding of auto loans, unsecured loans and lines of credit and solar loan an efficient, and timely flow of information and documentation, in support of the Credit Union's requirements for offering quality and efficient Consumer Lending products and services.- Serve as a source to Financial Center staff in the proficient handling of routine processing issues and questions relating to consumer loans.- Prepare consumer loan documents and forwards them to the appropriate Financial Center or signing destination for member’s signature.- Fund consumer loan and deposits or transmits funds in accordance with disbursement instructions.- Coordinate the collection of fees and audits DMV documentation received from sales on all loans secured by a certificate of title.- Review home equity loan files for correct documentation and verification.- Process sales of the following insurance products for consumer loans. (GAP and MBI)- Process collateral exception reports as needed and service requests.- Support other team members with consumer loan processing and funding consumer duties.- Work with Tech CU's Accounting Department to reconcile General Ledger.- Intake new files and transfer to the pipeline.- Maintain detailed documentation of the process from origination to close.- Experience with real estate process, finance, processing and consumer credit.

Jan 2017 - Present

Loan Servicer

San Francisco Bay Area

- Provided accurate loan project management & document approval process by performing the following tasks: processing & filing documents, checking for data & cost associated errors, auditing loan boarding & post funding to minimize compliance risks.- Reconciled investment daily and monthly reports (Fannie Mae, Freddie Mac, KeyPoint).- Provided full services to mortgage loan requests & approvals by performing the following tasks: analyzing & calculating cost, requesting funding, adjusting payments, processing payoffs, handling account receivable & payable, processing PMI first mortgage and HELOC remittance, entering data into computer system, submitting request to management team, informing customer when a loan is approved, etc.- Provided timely responses to customer requests via emails & phones daily.- Collaborated with other team members to speed up the approval process.

Mar 2004 - 2016

Loan Processor

San Francisco Bay Area

- Processed mortgage loan documents. Verified employments. Ran credit reports. Drew documents. Assisted loan agents for general office procedures.

Jun 2003 - Oct 2003

Receptionist

Landmark Hd Financial Network

San Francisco Bay Area

- Provided administrative office support for greeting clients, answering phone calls, scheduling appointments for management team, copying, scanning, and filing loan documents.- Assisted team members to process mortgage loan document approvals and loan agents for general office procedures.

Jul 2001 - Apr 2003
Team & coworkers

Colleagues at Technology Credit Union

Other employees you can reach at techcu.com. View company contacts for 229 employees →

2 education records

Kelly Tran education

FAQ

Frequently asked questions about Kelly Tran

Quick answers generated from the profile data available on this page.

What company does Kelly Tran work for?

Kelly Tran works for Technology Credit Union.

What is Kelly Tran's role at Technology Credit Union?

Kelly Tran is listed as Sr. Consumer Loan Funder at Technology Credit Union at Technology Credit Union.

What is Kelly Tran's email address?

AeroLeads has found 1 work email signal at @techcu.com for Kelly Tran at Technology Credit Union.

Where is Kelly Tran based?

Kelly Tran is based in San Jose, California, United States while working with Technology Credit Union.

What companies has Kelly Tran worked for?

Kelly Tran has worked for Technology Credit Union, Provident Credit Union, and Landmark Hd Financial Network.

Who are Kelly Tran's colleagues at Technology Credit Union?

Kelly Tran's colleagues at Technology Credit Union include Yvette Magallanes, Katherine Briones, Amy Miller, Bob Koury, and Ronny Soehalim.

How can I contact Kelly Tran?

You can use AeroLeads to view verified contact signals for Kelly Tran at Technology Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Kelly Tran attend?

Kelly Tran holds Bachelor Of Science, Accounting from San José State University.

What skills is Kelly Tran known for?

Kelly Tran is listed with skills including Loans, Finance, Mortgage Lending, Customer Service, Accounting, Auditing, Management, and Loan Servicing.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Kelly Tran you were looking for.

View similar profiles