Matthew Do Email and Phone Number
Key Areas of Expertise:Membership Processing: Proficient in processing and opening online memberships for credit unions, ensuring compliance with regulatory standards and meticulously verifying applicant information.Consumer Loans: Adept at funding consumer loans, with a keen eye for assessing creditworthiness, evaluating loan applications, and maintaining thorough documentation.Quality Control: Conduct thorough quality control checks on membership and loan applications, guaranteeing adherence to established standards and regulatory requirements.Sales Achievement: Demonstrated a track record of surpassing sales quotas, consistently driving revenue growth and exceeding targets.Product Knowledge: Possess an in-depth understanding of credit union products, enabling me to effectively communicate product features and benefits to members.Organizational Excellence: Maintain impeccable organization and accessibility of critical information, facilitating efficient operations and superior customer service.Decision-Making: Exhibit strong decision-making skills, adept at gathering comprehensive information, analyzing complex issues, and detecting fraud.Team Collaboration: Offer unwavering support to various credit union departments through service calls, follow-ups, mail processing, and adaptable assistance as required, fostering a culture of collaboration.Leadership and Management: Assume responsibility for team measurements, goal setting, project assignments, and daily production, showcasing leadership and management proficiency.Regulatory Compliance: Stay well-versed in banking and credit union-related federal regulations and acts, ensuring strict adherence to compliance standards.Technical Proficiency: Possess advanced skills in tools such as Docu-Sign, Microsoft Office suites, CRM systems, and hold a comprehensive understanding of DMV regulations.Core Values: Embrace and embody the core values of the financial industry, consistently delivering exceptional member service, upholding integrity, promoting collaboration, and proactively seeking growth opportunities.
Lc Business Systems
View- Website:
- lcbusinesssystems.com
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Customer Success And Technical Support SpecialistLc Business SystemsCalifornia, United States -
Personal Goal PursuitCareer Break Aug 2022 - Present
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Sr. Ebranch Support SpecialistSan Francisco Federal Credit Union Mar 2017 - PresentSan Francisco, Ca, Us• Responsible for delivering excellent results in e branch measurements and goals- continuing membership, cross-selling and additional providing loans.• Underwrite membership application and cross reference with providing documents • Responsible for daily goals, tracking, and measurements for the team• Provided support, motivation, and partnering with team• Knowledge of job no supervision is needed • Assisted IT with Online application format to create a easier and friendly online display -
Digital Sales And ServiceSan Francisco Federal Credit Union Jan 2020 - Sep 2022San Francisco, Ca, Us• Converting title with Sr. E Branch Support Specialist• Assist Managers, Branches, and Account Services Department as needed • Dealing with complex members and resolving issues with accounts, creating service signal to management• Quality Assurance to meet all requirements of completing loan and memberships • Training with memberships and loan products.• Assist management with follow up calls, emails, and online help• Collaborate with Lending department for quick loan decision and funding loan -
Ebranch Support SpecialistSan Francisco Federal Credit Union Jan 2016 - Mar 2017San Francisco, Ca, Us• Responsible for processing and opening memberships. Verified application is complete, run reports to detect fraud or continue decision with membership opening and cross-sell to all applications with CU products. • Consist of Follow Up Calls and Emails to provide needed complete membership and onboarding • Provided support to Branches; helped train new hires and helped branch with branch goals.• Assisted manager with projects. -
Branch Services Representative IiiSan Francisco Federal Credit Union Oct 2013 - Jan 2016San Francisco, Ca, Us• Achieved monthly revenue goals by consistently gaining new clientele through member referrals, maintaining existing member relationships, as well as through business networking. • Helped train new hires by familiarizing them with our products and services as well as introducing them to our accounts and loan software. • Initiated a new program called Vendor Day, where we built a network with our local community as well as connected with new and small businesses.• Assisted managers on department processes that include subpoenas, research and data tracking. -
Financial Services Representative IiSan Francisco Federal Credit Union Oct 2007 - Oct 2013San Francisco, Ca, Us• Provided excellent customer service to member needs and offered appropriate product and services for member satisfaction.• Experienced with a variety of bank services such as opening personal, retirement and loan accounts.• Involved in extracurricular activities including leading the Susan G. Komen breast cancer walk in addition to being the ambassador for the bank at trade shows and special events. -
Store ManagerSchulzies Apr 2013 - Mar 2015• Managed operations for the store including staff hiring, managing staff schedules, handling payroll, tracking store financial performances and overseeing food safety.• Developed brand awareness by promoting the store through catering events, partnering with various deal sites and promoting store specials through social media sites.
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Personal BankerBank Of Ther West Aug 2004 - Oct 2007• Responsible for delivering excellent customer service and selling bank products/services that meet customer needs.• Generated new business through referrals and in-branch selling from the platform. Participated in branch sales campaign activities.• Worked to expand customer relationships by cross-selling products and services. Supports the Branch management team in achieving sales/service goals.• Maintained an acceptable balancing record per established standards. Operate Teller functions, Balancing Vault, and ATM.• Completed documentation necessary to open and maintain new accounts. Complied with all polices/procedures related to the new account process to minimize losses.
Matthew Do Education Details
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City College Of San Francisco -
George Washington High School
Frequently Asked Questions about Matthew Do
What company does Matthew Do work for?
Matthew Do works for Lc Business Systems
What is Matthew Do's role at the current company?
Matthew Do's current role is Customer Success and Technical Support Specialist.
What schools did Matthew Do attend?
Matthew Do attended City College Of San Francisco, George Washington High School.
Who are Matthew Do's colleagues?
Matthew Do's colleagues are Marie Depirro, Tony Do.
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