Oversee the daily operations of the ICFG loan department and work with executive leadership to address strategic issues. Supervise Loan Services Team with the primary goal of seeing each individual maximize their abilities to serve customers as efficiently and effectually as possible. Ensure loan and savings transactions are processed timely and accurately and that inquiries from churches, districts, lenders, and other Foursquare departments are responded to appropriately and in a… Show more Oversee the daily operations of the ICFG loan department and work with executive leadership to address strategic issues. Supervise Loan Services Team with the primary goal of seeing each individual maximize their abilities to serve customers as efficiently and effectually as possible. Ensure loan and savings transactions are processed timely and accurately and that inquiries from churches, districts, lenders, and other Foursquare departments are responded to appropriately and in a timely manner. Show less

- Reconcile and balance QuickBooks- Source Funding through grants/loans when needed- Enhance operations by analysis of existing policies and procedures

- CA Life Only, Series 6, & Series 63 Licensed - Provide individuals with financial solutions, guidance, and tools - Built relationships with clients and helped improve their financial profile - Collaborated with others in developing presentations for group settings