• Perform financial transactions dedicated to meeting and exceeding member needs via new accounts, financial services, lending products and teller functions. • Handle all aspects of consumer lending products, from screening, application, underwriting and funding with efficiency and attention to detail.• Build and fostered relationships with members and potential members by promoting and providing detailed information regarding credit union products and services that resulted in… Show more • Perform financial transactions dedicated to meeting and exceeding member needs via new accounts, financial services, lending products and teller functions. • Handle all aspects of consumer lending products, from screening, application, underwriting and funding with efficiency and attention to detail.• Build and fostered relationships with members and potential members by promoting and providing detailed information regarding credit union products and services that resulted in exceeding daily goals. • Input and managed client data and informational retrieval, for follow up and referrals, increasing cross sell ratio by 35 percent. • Input and managed data to provide accurate and efficient solutions to client inquires.• Member of launch team for business checking accounts that grew deposits by 30 percent.• Cash checks, deposits, maintained appropriate cash limits, issued cashier’s checks, and processed loan payments within established guidelines and 97% accuracy. Show less

Taking Microsoft Office Suite Applications. Word, Outlook, PowerPoint, Excel, Access, Quickbooks to strengthen and build on my knowledge of these programs.

• Conducted a minimum of 100 outbound calls, targeting existing businesses in the business to business space while developing relationships with decision makers. Inputted and managed client data for retrieval, to provide accurate and efficient solutions to client inquires. • Obtained merchant service statements and conducted analysis and presented savings proposals, clarifying and overcoming any concerns, resulting in an agreement for new business. • Managed and grew portfolio by being… Show more • Conducted a minimum of 100 outbound calls, targeting existing businesses in the business to business space while developing relationships with decision makers. Inputted and managed client data for retrieval, to provide accurate and efficient solutions to client inquires. • Obtained merchant service statements and conducted analysis and presented savings proposals, clarifying and overcoming any concerns, resulting in an agreement for new business. • Managed and grew portfolio by being part of execution team to ensure retention that resulted in 40 percent growth. • Enhanced and developed new matrix to CRM system to include tracking and cost savings analysis that resulted in 25 percent increase in new production for department. Show less

• Hired on as only NMLS Licensed Universal Banker for pilot program. • Handled all consumer products and services with an emphasis on real estate products and services. • Responsible for building and fostering profitable financial relationships with credit union members and prospects. Inputted and managed data to provide accurate and efficient solutions to client inquires.• Consistently exceeded outstanding service while promoting and recommending appropriate products and services… Show more • Hired on as only NMLS Licensed Universal Banker for pilot program. • Handled all consumer products and services with an emphasis on real estate products and services. • Responsible for building and fostering profitable financial relationships with credit union members and prospects. Inputted and managed data to provide accurate and efficient solutions to client inquires.• Consistently exceeded outstanding service while promoting and recommending appropriate products and services to meet specific financial needs of each individual member. • Responded to customer concerns and complaints by identifying and resolving issues in a timely and efficient manner. • Submitted complete and accurate loan request and ensured requests were processed within established policies and procedures with a 97 percent accuracy rating. • Made sound credit recommendations by reviewing and evaluating credit reports, conducted analysis and adhered to sound lending practices and limits. • Maintained high loan quality standards, member service, audit integrity and compliance in all areas. • Performed teller functions Show less

• Sourced clients and prospects both internally and externally for mortgage products, targeting 1st and 2nd mortgages. • Met with clients to provide guidance and counseling via a thorough needs assessment analysis. • Suggested products after reviewing and evaluating credit and financial data based on client's goals and qualifications. • Completed accurate applications with emphasis on consultative sales approach which resulted in top registration compliance for six consecutive… Show more • Sourced clients and prospects both internally and externally for mortgage products, targeting 1st and 2nd mortgages. • Met with clients to provide guidance and counseling via a thorough needs assessment analysis. • Suggested products after reviewing and evaluating credit and financial data based on client's goals and qualifications. • Completed accurate applications with emphasis on consultative sales approach which resulted in top registration compliance for six consecutive months. • Inputted and managed data entry to retrieve and provide efficient and accurate information to client inquires. • Proactively guided clients throughout the processing of request and change in programs with expert feedback and advice. • Cultivated and fostered relationships with business partners, centers of influence, community organizations and outreach programs to develop relationships and referral sources, which increased production by 30 percent. Show less

Managed all aspects of sales, operations, recruitment, training, scheduling, career development and audits. Responsible for establishing professional relationships with manufacturers, wholesalers, corporations, business professionals and community agencies. Coordinated, conducted and led onsite monthly fairs, seminars, workshops to exceed monthly goals. Developed and managed a high-performing team. Implemented and conducted outbound calls to exceed sales and customer service goals. Directly… Show more Managed all aspects of sales, operations, recruitment, training, scheduling, career development and audits. Responsible for establishing professional relationships with manufacturers, wholesalers, corporations, business professionals and community agencies. Coordinated, conducted and led onsite monthly fairs, seminars, workshops to exceed monthly goals. Developed and managed a high-performing team. Implemented and conducted outbound calls to exceed sales and customer service goals. Directly managed the human resources processes for employees; including selection, training, performance management, disciplinary action, individual career development and retention. Organized and conducted annual reviews. Prepared annual operational and expenditure budgets. Coordinated and facilitated training and product knowledge seminars for district and region. Awarded Business of the Year, by the Tustin Chamber of Commerce. Awarded Branch of the year, in Business Lending Category. Handled all sales and customer service experiences, in a professional manner that built customer satisfaction and loyalty. Excellent supervisory and communication skills with the ability to train and provide work direction and guidance to others, while handling and prioritizing multiple tasks. Strong interpersonal and leadership skills, strategically oriented, innovative thinker and solid decision maker. Show less