Mallory May Email & Phone Number

Granger, Indiana, United States

My current job roles include maintaining a high level of member service. Multi-tasking by working between teller line and platform/desk on a daily basis. While moving between the two roles, I still exceed production goals. I process consumer and business installment loans and credit cards. I work with home equities and open new memberships. I strive to capitalize on all opportunities to cross-sell to ensure our members are in the best products for their financial situation. Key… Show more My current job roles include maintaining a high level of member service. Multi-tasking by working between teller line and platform/desk on a daily basis. While moving between the two roles, I still exceed production goals. I process consumer and business installment loans and credit cards. I work with home equities and open new memberships. I strive to capitalize on all opportunities to cross-sell to ensure our members are in the best products for their financial situation. Key Accomplishments: -In Q1 of 2021 I produced over a million dollars in installment lending. -This inspired a new award titled "Million Dollar Club." -In Q3 of 2021 I produced over a million dollars in installment lending for the second time, and was entered into the Million Dollar Club again.-Q1 of 2021 I earned the Diamond Award for total number of lending units and total number of new accounts opened-Q4 of 2020 I earned the Diamond Award for total number new accounts opened. -Q2 of 2021 I had the highest number of new accounts -YTD 2021 I have produced over 3 million in installment loan dollars -April of 2021 I stratified to the highest level of stratification (Platinum) that my position can achieve. -2019 I achieved Gold stratification status-2018 I achieved Silver stratification status- Show less

Moreau Branch-Shamrock Center

I work in a call center and focus on the lending aspect of the credit union. Instead of sales we focus on the members needs. We look at the entire credit profile to save our members money and better their financial situation. We are referred to as financial physicians. Cross-sell products that protect our members loans and save them from unexpected out of pocket expenses. Continue to build relationships with members that return to me when they need assistance. Work with home equity lines of… Show more I work in a call center and focus on the lending aspect of the credit union. Instead of sales we focus on the members needs. We look at the entire credit profile to save our members money and better their financial situation. We are referred to as financial physicians. Cross-sell products that protect our members loans and save them from unexpected out of pocket expenses. Continue to build relationships with members that return to me when they need assistance. Work with home equity lines of credit, auto loans, credit cards, and personal loans.Key Accomplishments: -Implemented highly competitive "First-time Auto Buyer Program" -Won Above and Beyond Award Q1 of 2017-Highest producer of Mechanical Breakdown Policies (vehicle warranties) in credit union for April 2017. -Second highest producer of Mechanical Breakdown Polices in credit union for Q3 2017. -Met 125% of my 1 million dollar loan production goal in Q1 2017-Met 165% of my 1 million dollar loan production goal in Q2 2017-Met 152% of my 1 million dollar loan production goal in Q3 2017-Assisted in our retail network producing over 3 million dollars in loan production in just one week.-Assisted in our retail network producing over 2 million dollars in loan production in just one week. (done multiple times) -Assisted in our retail network producing over 1 million dollars in just one week. (100+ consecutive weeks) Show less

Ireland Road Office

Key Accomplishments-Highest producer in branch within two months at branch. -Promoted shortly after starting at this branch-Built relationships in lending that I carried with me to new position.

Bittersweet Office

Maintained high level of customer service while cross-selling and processing consumer loans. Focused on building new relationships by opening memberships and cross-selling additional loan products. Assisted tellers with teller processes when they were short staffed or overwhelmed with business. Key Accomplishments-Held competitions with tellers which assisted in one of our tellers being the highest referral producer in credit union.-Highest producer in branch for two quarters

South Bend, Indiana Area

Daily operations included cash handling/balancing and promoting all products and services PNC had to offer. Main focus for products and services included deposit accounts, investments and credit cards. Maintained high level of customer service while being the first line of defense for detecting and preventing fraud. In charge of product knowledge for branch. Held weekly training huddles. Assisted in ensuring teammates understood and knew the answers to all audit questions required to be asked… Show more Daily operations included cash handling/balancing and promoting all products and services PNC had to offer. Main focus for products and services included deposit accounts, investments and credit cards. Maintained high level of customer service while being the first line of defense for detecting and preventing fraud. In charge of product knowledge for branch. Held weekly training huddles. Assisted in ensuring teammates understood and knew the answers to all audit questions required to be asked during regular audit. Key Accomplishments: -Part of a successful conversion with the merging of two financial institutions. (National City and PNC)-Maintained 4.5-5 out of 5 on all customer service surveys-Part of high scoring branch in audit.-Part of high scoring branch in customer service. -Volunteered in many community projects PNC was a part of. Show less