Megan J. Email & Phone Number

Portland, Or, Us

I managed titles and deeds of trust, processed value reviews, UCC filings, ordered drive-bys and home appraisals, completed lien releases and reconveyances, prepared reports, tracked titles and applications, audited loan packets, managed all title work processes, and mentored team members. I also monitored title tracking records, conducted team meetings, and created guides for loan support tasks.

Hillsboro, Oregon, Us

I was responsible for processing a high volume of daily transactions, including ACH origination, wire, general lender, phone calls, emails, and transfers using various complex systems. I also provided accounting expertise and support to other departments, researched and resolved issues, and improved department protocols and procedures. Despite a heavy workload, I efficiently balanced multiple tasks and met deadlines. Within the first 90 days, I revised and improved protocols, reported errors to management, and provided leadership input to multiple departments and external companies.

Beaverton, Oregon, Us

I reviewed financial statements of clients to determine creditworthiness, adhering to underwriting guidelines. I evaluated loan applications and provided various options and cross-selling products as needed. I customized credit union products to enhance members' credit standing. I conducted risk assessments and provided advice on managing debt. I explained loan requirements and restrictions to ensure members made informed decisions. Overall, I provided guidance and support to help members with their financial affairs.

Beaverton, Oregon, Us

I have worked as a Float Operations Specialist, where I traveled extensively to multiple locations and took on multiple roles including serving as an on-call teller, member solution specialist, consumer and commercial officer, underwriter, customer service phone representative, and management team member. I evaluated creditworthiness as an underwriter by processing loan applications, analyzing applicable ratios and metrics, and setting up debt payment plans. My expertise in these roles has allowed me to excel in a variety of challenging situations, and I am confident that my skills would be a valuable asset to any organization.

Beaverton, Oregon, Us

I provided lending insights and created finance plans for members based on their credit reports. I managed branch operations, educated members on credit, resolved issues, and analyzed financial statements daily. I also provided budgeting tools and financial advice to members.

Beaverton, Oregon, Us

As the primary point of contact for virtual members of the credit union, I performed various banking duties such as verifying identities, processing transactions, and identifying members' financial needs. I also provided account services such as completing virtual transactions, processing loan payments, and facilitating savings withdrawals. Additionally, I was responsible for opening and closing accounts as per members' requests.

Scottsdale, Az, Us

As an assistant, I conducted applicant screening, scheduled interviews, recruited, onboard, and oriented new employees. I maintained personnel records, processed monthly payroll, and managed office systems, supplies, and equipment for office efficiency. I coordinated calendar events and time management, answered multi-line phone systems, monitored financial transactions, created reports, checked invoices for accuracy, and handled escalated client situations.

Scottsdale, Az, Us

I am experienced in setting up monthly memberships and delivering exceptional sales support for a year. I managed inventory control, purchasing, and restocking for two locations. I created personalized training manuals and trained staff members. I led daily morning huddles, identified and solved problems, delegated store responsibilities effectively, and oversaw monthly store inventory. I coached and trained 20+ staff members in two different locations.