Lindsay T Email and Phone Number
With a strong foundation in learning and development and organizational leadership, I bring over 17 years of experience with banking and lending. Driving transformative results across diverse industries through business management and change management, my leadership journey has been shaped by my ability to lead teams with clarity and purpose, fostering a culture of open communication and continuous improvement.In my previous roles, I've honed my skills in underwriting and have leveraged my call center and in-branch experience to enhance customer satisfaction and operational efficiency. My problem-solving abilities are complemented by my deep understanding of various systems and proficiency in the Microsoft Suite, which I use to streamline processes and drive data-driven decisions.A key aspect of my professional principles is a commitment to learning and development, not only for myself but for the teams I lead. I have a proven track record of developing and implementing training programs that equip employees with the tools they need to succeed in a dynamic business environment.I am passionate about leading change and am always looking for innovative ways to improve processes for successful and efficient business outcomes. Let's connect to discuss how I can contribute to your organization's success.
Frontwave Credit Union
View- Website:
- frontwavecu.com
- Employees:
- 95
-
Learning And Development SpecialistFrontwave Credit Union Mar 2022 - PresentOceanside, California, United StatesDevelop tailored training programs for service excellence, compliance, product knowledge, employee onboarding, and consumer lending.• Facilitate employee onboarding training sessions for new employee orientation.• Needs assessments to identify knowledge & performance gaps, and guiding training initiatives.• Collaborate with organizational leaders to enhance retail staff training, improve productivity,accuracy and reducing errors.• Administrator to the organizational intranet site and learning management system (BVS).• Serve as LOS training administrator and systems trainer, product application submission, processing, and finalization.• Coordinate with key stakeholders for enhancement and system upgrades.
-
Consumer Lending SupervisorFrontwave Credit Union Aug 2017 - Mar 2022Oceanside, California, United States• Led & mentored lending professionals, emphasizing effective communication & training.• Managed scorecards, KPIs, and completed annual performance appraisals.• Senior lending underwriter authority, reviewing decisions, exceptions, and escalations.• Conducted monthly coaching to strengthen service, sales, and lending opportunities.• Built relationships with members, stakeholders, and partners for enhanced collaboration.• Streamlined lending processes, improving efficiency, and reducing turnaround time.• Developed onboarding training for new employees on core and loan originating systems.• Served as MeridianLink (LOS) Administrator, implementing enhancements for automation, advanced conditioning, and efficiency
-
Call Center Loan Team LeadFrontwave Credit Union Mar 2015 - Aug 2017Oceanside, California, United StatesMentored call center agents, addressing inquiries and managing escalations.• Developed training curriculum as the Loan Trainer, focused on Meridian Link, new memberships, consumer loans, & product knowledge.• Conducted quality control through call monitoring, ensuring accuracy and member satisfaction, including one on one coaching.• Prepared and presented production reports, utilizing data for strategic decision-making.• Managed performance appraisals at various intervals and served as acting Supervisor
-
Call Center Loan AgentFrontwave Credit Union Jul 2011 - Mar 2015Oceanside, California, United StatesRespond to customer inquiries via phone and email.Troubleshoot customer challenges and provide technical support.Resolve customer complaints and escalationsMaintain customer records, update account information, and application submissions.Monitor customer feedback and provide feedback to managementFollow up with customers to ensure satisfactionIdentify customer needs and suggest appropriate products and servicesEmpathy and Customer service.Conflict resolution,and problem solving skills.Team work and collaboration. Participated in peer-assisted learning, contributed to the training and development of other loan agents.
-
Financial Service RepresentativeFrontwave Credit Union Aug 2007 - Jul 2011Oceanside, California, United StatesDedicated to delivering exceptional service, ensuring a positive and personalized banking experience for customers.Handled a variety of financial transactions with efficiency and accuracy.Supported customer complaints and escalations.Maintained secure and compliant operations, including balancing a cash drawer and vault.Actively engage with members to understand their financial goals, offering tailored products and services such as savings and checking accounts, loans, and investment products.Submitted, processed, and finalized new account and consumer loan application.Established new memberships, trust and special accounts, IRAs, and business accounts.
Lindsay T Education Details
-
Business Management, Specialization In Organizational Leadership
Frequently Asked Questions about Lindsay T
What company does Lindsay T work for?
Lindsay T works for Frontwave Credit Union
What is Lindsay T's role at the current company?
Lindsay T's current role is Learning And Development Specialist.
What schools did Lindsay T attend?
Lindsay T attended Colorado State University Global.
Who are Lindsay T's colleagues?
Lindsay T's colleagues are Michael Reschetnikow, Tina White, Chip Dykes, Alycia Buchner, Amy Miner Hoffman, Jorge Lopez, Dave Challman.
Not the Lindsay T you were looking for?
-
2gmail.com, gmslaw.com -
4pepsico.com, email.com, redbull.com, redbull.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial