• Determined approval on personal mortgages, construction mortgages, home equity lines of credit, and personal loans totaling $8.0MM. • Advised members on investments in GICs, Index-linked GICs, Class A Shares, and high-interest savings accounts totaling $8.0MM in sales.• Actively referred new and existing members to Senior Wealth and Business advisors when necessary.• Proactively sought out new business through sales calls, attending sponsored events, business seminars, leading community walks, and organizing events for a new branch.• Trained new frontline staff in branch policies and procedures, customer service and referrals, credit union products, and banking systems.

• Instructed 200 ESL students from age 3 to 12 in English phonics and grammar.• Designed and implemented engaging English activities for varying ages and proficiencies.• Successfully prepared and taught demo lessons for monthly open houses to sell company services to prospective parents.

• Instructed 650 ESL students in English listening and speaking skills during 22 weekly classes. • Prepared and delivered sixty current-event discussion topics and presentations for adult learners.

• Determined approval on credit card, vehicle, and personal loan applications totaling $200M.• Worked with senior loan officers to cross-sell Credit Union products and services by evaluating account history and analyzing credit reports to elicit sales opportunities.• Evaluated credit reports for current obligations, bankruptcies, collection accounts, payments due, and high debt-to-credit ratios.• Instructed applicants on credit improvement methods, including paying off collections, establishing repayment history, and paying down credit cards while ensuring customer satisfaction.• Trained and supervised eight new Financial Services Officers on proprietary account management software, Visa’s card system application, daily operations, common issues, and customer service.