Maurice Mcshepard, Ccufc Email and Phone Number

- Direct report for all Loan Consultants and Loan Processors- Led onboarding training related to Lending for all staff entering the credit union.- Train all incoming Loan Consultants and assist with on-site training until ready to be released on own.- Train all incoming Loan Processor and assist with on-site raining until ready to be released on own.- Create and monitor all loan procedures and policies to ensure accuracy and efficiency within Lending department.- Hold weekly… Show more - Direct report for all Loan Consultants and Loan Processors- Led onboarding training related to Lending for all staff entering the credit union.- Train all incoming Loan Consultants and assist with on-site training until ready to be released on own.- Train all incoming Loan Processor and assist with on-site raining until ready to be released on own.- Create and monitor all loan procedures and policies to ensure accuracy and efficiency within Lending department.- Hold weekly meeting with all Loan Consultants and Loan Processors featuring motivation, sales training and ideas, goal review, new processes and procedures, other department updates and areas needing additional training- Hold monthly meeting individually with each direct report to discuss production, progress - Implement growth plans with each direct report for future training, promotion or position change opportunities- Monitor current vendor relationships and direct contact for incoming vendors looking to do business- Monitor loan and industry trends and report monthly to Executive and Credit Committee. Show less

- Maintained Loan Consultant duties and production goals.- Led onboarding training related to Lending for all staff entering the credit union.- Assisted on-site training for all new Loan Consultants until they were ready to be released on their own. - Assisted with implementation of new Loan Processor position and created workflow process - Created and updated any out-of-date loan processing procedures- Gave weekly sales and routine advice to Loan Consultants who struggled… Show more - Maintained Loan Consultant duties and production goals.- Led onboarding training related to Lending for all staff entering the credit union.- Assisted on-site training for all new Loan Consultants until they were ready to be released on their own. - Assisted with implementation of new Loan Processor position and created workflow process - Created and updated any out-of-date loan processing procedures- Gave weekly sales and routine advice to Loan Consultants who struggled hitting goals Show less

- Assisted members with loans, loan products, credit counseling. - Responsible for reaching loan and sales goals monthly. - Quickly answered loan related questions that arose in branch, email or via phone call.

-Helped customers make sound financial decisions and apply all loan requests in branch ranging from auto, personal, secured, credit card and business loans -Met or exceeded sales goals by promoting products offered in every interaction such as GAP, warranties and debt protection insurance while ranking in the top 10 percentile for all loan officers in Houston Federal Credit Union monthly sales rankings-Assisted all members with any account related issues and inquiries including… Show more -Helped customers make sound financial decisions and apply all loan requests in branch ranging from auto, personal, secured, credit card and business loans -Met or exceeded sales goals by promoting products offered in every interaction such as GAP, warranties and debt protection insurance while ranking in the top 10 percentile for all loan officers in Houston Federal Credit Union monthly sales rankings-Assisted all members with any account related issues and inquiries including transaction disputes, fee refunds, debit/credit card issuing, product and services offered -Opened bank accounts for new or existing members ranging from savings, checking, money market, share certificates, IRA/HSA, business and minor/custodian accounts-Lead, trained and assisted fellow tellers, loan officers, greeters, supervisors and other member service employees on all questions, activities and functions of the member service position-Completed dual control activities such as branch opening/closing, vault/ATM/CDM balancing, safe deposit boxes, etc.-Established a growing and inviting relationship with members to give them someone they can relate and ask anything regarding their banking needs and loan requests.-Offered to take on additional shifts during weekends, month beginnings and other busy periods-Maintained and exceeded branch goals during various months of short work staff employees or no immediate coworker(s) at all Show less

-Counted as much as $20,000 in daily funds with manual and machine-assisted methods-Served as a friendly advocate for both new and familiar customers with questions and concerns about transactions and account membership.-Identified and reported suspicious behavior to security personnel as appropriate and requested by law via SAR, CTR, etc-Maintained optimal financial controls by securing funds and making accurate teller transactions such as deposits/withdrawals, money orders… Show more -Counted as much as $20,000 in daily funds with manual and machine-assisted methods-Served as a friendly advocate for both new and familiar customers with questions and concerns about transactions and account membership.-Identified and reported suspicious behavior to security personnel as appropriate and requested by law via SAR, CTR, etc-Maintained optimal financial controls by securing funds and making accurate teller transactions such as deposits/withdrawals, money orders, cashier’s checks, etc.-Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy-Efficiently used computer applications and programs to reconcile cash and checks at the end of shift with little to no mistakes.-Identified and eliminated errors when replenishing and balancing ATM transactions and teller cash dispensers Show less

-Interacted with customers pleasantly to meet needs and drive satisfaction-Delivered goods and services to customers on time and in excellent condition-Trained workers in every position, including food preparation, money handling, and cleaning roles-Handled escalated customer complaints to provide full resolutions and promote loyalty-Worked alongside junior employees to improve performance, food safety and customer services

-Observed warehouse buildings, truck drivers and workers while documenting all updates and information in Daily Activity Reports.-Maintained a safe and secure work environment by checking incoming employee badges and scanning everyone leaving the buildings.-Challenged suspicious individuals accessing restricted areas to prevent unauthorized entry-Solely monitored and secured entire warehouses with 4-6 building entrances

-Assisted customers with complaints, requests and questions and escalated to management when needed. -Returned and exchanged customers’ items in a timely fashion, keeping members in line no longer than 5 minutes at a time.-Rearranged and organized returns and claims throughout work period for sales floor associates to pickup and restock. -Helped cashiers and other front line associates with problems or training questions.-Informed customers about billing procedures, processed… Show more -Assisted customers with complaints, requests and questions and escalated to management when needed. -Returned and exchanged customers’ items in a timely fashion, keeping members in line no longer than 5 minutes at a time.-Rearranged and organized returns and claims throughout work period for sales floor associates to pickup and restock. -Helped cashiers and other front line associates with problems or training questions.-Informed customers about billing procedures, processed payments, and provided payment options for Wal-Mart Credit Card accounts and interested customers.-Kept abreast of rapidly evolving online sales technology to provide exceptional support, develop proactive issue resolutions and shared benefits of using the product. Show less

-Safely operated equipment such as vacuum cleaners, floor buffers and carpet machines and trained other cleaners proper usage-Maintained safety protocols through roper, cost-effective and safe handling of equipment, chemicals and material usage-Collected and disposed of garbage and debris from ashtrays and trash cans and placed trash outside-Boosted customer satisfaction by training new staff on proper cleaning methods and procedures-Mixed water and detergents in containers to… Show more -Safely operated equipment such as vacuum cleaners, floor buffers and carpet machines and trained other cleaners proper usage-Maintained safety protocols through roper, cost-effective and safe handling of equipment, chemicals and material usage-Collected and disposed of garbage and debris from ashtrays and trash cans and placed trash outside-Boosted customer satisfaction by training new staff on proper cleaning methods and procedures-Mixed water and detergents in containers to prepare chemical cleaning solutions, adhering to all safety measures to avoid accidents and exposure to poisonous gases-Vacuumed carpets, mopped floors, washed/dusted blinds, swept and polished floors on hourly custodial rounds. Show less

-Used computer skills to prepare thorough, accurate and well-edited documents for cases, client communication and internal needs-Provided administrative support services for senior partners and firm associates for various types of litigation-Maintained and scheduled meetings, visits,telephone conferences and court appearances with other attorneys and clients on a master calendar-Prepared Circuit Court forms including: Notice of Intent to Pursue Post Conviction Relief, Subpoena and… Show more -Used computer skills to prepare thorough, accurate and well-edited documents for cases, client communication and internal needs-Provided administrative support services for senior partners and firm associates for various types of litigation-Maintained and scheduled meetings, visits,telephone conferences and court appearances with other attorneys and clients on a master calendar-Prepared Circuit Court forms including: Notice of Intent to Pursue Post Conviction Relief, Subpoena and Certificate of Service, Writ of Cert Denial Letter, etc.-Filed outgoing mail and incoming letters received from clients, witnesses and court officialsInterpreted and relayed legal information in clear format for clients-Remained highly organized and detail-oriented while working on several cases simultaneously Show less

-Set up, assembled and operated production equipment according to daily work orders and safety procedures-Completed opening and closing checklists, including arranging place setting attractively, verifying all items were clean, emptying trash, safeguarding alcohol and polishing silverware-Discussed alternative selections with chef for guests including scenarios with food allergies or gluten-free requests-Promoted deserts, appetizers, specialty drinks and any other promotions going… Show more -Set up, assembled and operated production equipment according to daily work orders and safety procedures-Completed opening and closing checklists, including arranging place setting attractively, verifying all items were clean, emptying trash, safeguarding alcohol and polishing silverware-Discussed alternative selections with chef for guests including scenarios with food allergies or gluten-free requests-Promoted deserts, appetizers, specialty drinks and any other promotions going on during events-Maximized team performance by training new employees their rules, procedures and job responsibilities-Developed long-term partnerships with lucrative business customers and local celebrities by promptly addressing areas of concern Show less

-Proposed repairs, maintenance and upgrade services to customers per upsell guidelines to achieve monthly sales goals-Met incoming customers to take down information and answer questions about service options-Completed 30-point inspections on every vehicle and provided customers with information on any probable areas to monitor such as brakes, tires and fluids-Completed simple and advanced repairs according to specifications for systems such as brakes, exhaust and… Show more -Proposed repairs, maintenance and upgrade services to customers per upsell guidelines to achieve monthly sales goals-Met incoming customers to take down information and answer questions about service options-Completed 30-point inspections on every vehicle and provided customers with information on any probable areas to monitor such as brakes, tires and fluids-Completed simple and advanced repairs according to specifications for systems such as brakes, exhaust and electrical-Communicated advanced mechanical information to non-mechanical people in easy-to-understand terms Show less

-Organized appealing and engaging displays to capture customer interest and drive revenue growth-Transported and positioned floor displays with pallet jacks-Taught sales staff to properly coordinate clothing racks and counter displays to maximize promotional effectiveness-Provided efficiency to quickly handle customer’s purchases at the registers with zero cash outages for duration of employment-Greeted all store customers, offered assistance and thanked each for… Show more -Organized appealing and engaging displays to capture customer interest and drive revenue growth-Transported and positioned floor displays with pallet jacks-Taught sales staff to properly coordinate clothing racks and counter displays to maximize promotional effectiveness-Provided efficiency to quickly handle customer’s purchases at the registers with zero cash outages for duration of employment-Greeted all store customers, offered assistance and thanked each for patronage-Shopped competition to identify opportunities, labels and trends-Moved merchandise to retail areas and added new products to shelves, racks, and bins in neat and well-presented fashion Show less