Kyle P. Email & Phone Number

Portland, Oregon, United States

Portland, Oregon, United States

Portland, Oregon, United States

Interview consumer and mortgage loan applicants to uncover needs and evaluate the suitability of loan products and services to meet their qualifications, analyzing their financial position. Underwrite applications to determine degree of risk, offering additional products or services whenever possible. Negotiate loan terms and prepare loan documents for closing. Lead sales in ancillary products: GAP, MRC, Credit Insurance/Protection. Coach branch staff to solicit appropriate referrals and assist when necessary to facilitate smooth operation of the retail branch.

Albany, Oregon

Build a member-sales centric Contact Center team that focuses on efficiency, cross-servicing credit union products and services, and deepening member relationships and business generation. Further operational efficiency, counsel and coach employees toward growth and success surpassing organizational performance standards, prioritize competing strategic initiatives, and ensure quality service delivery to members and internal stakeholders. Consult executive teams regularly regarding performance of the department, strategic initiatives, growth opportunities, and market position. Manage vendor relationships as-needed to ensure smooth launch or operation of third-party managed products, services, or infrastructure.

Boulder, Colorado

Develop best-in-market Credit Union products, monitor and maintain product portfolio performance statistics. Work across various lines of business to ensure product portfolio remains relevant to members and fulfills Credit Union goals.

Boulder, Co

Coordinate and track Retail and Back Office Operations for merger to Premier Members Credit Union to include all operational lines of business. Conduct regularly scheduled meetings to ensure all business needs are met, any potential road-blocks are removed, and progress maintains intended pace. Coordinate with executive level management to ensure Credit Union goals and objectives are acheived.

Boulder, Co

Direct and maintain all remote services including, but not limited to: inbound calls, eBanking access, BillPay, mobile access, remote deposit interface. Promote staff to seek sales and service opportunities to expand the Credit Unions relationship and product base in accordance with overall Credit Union goals and objectives.

Greater Denver Area

Generate mortgage loan applications via multiple lead channels. Educate applicants about multiple programs available to them and counsel them through the application process to closing. Maintain communication with applicants post-closing for any support necessary.

Downtown Denver

Denver, Co

Greater Denver Area

Bachelor Of Arts (B.A.), Psychology

Associate Of Arts (A.A.), General Studies