Shaina Locklear Email & Phone Number

Powder Springs, Ga, Us

Mentoring Responsibilities: • Mentor and coach origination specialists to foster professional growth and exceed performance goals. • Provide tailored guidance and training leading to a substantial increase in loan approvals and improved client satisfaction. • Consistently deliver constructive feedback and support, driving ongoing skill development and performance enhancement. • Build strong working relationships with mentees, fostering a positive and productive learning… Show more Mentoring Responsibilities: • Mentor and coach origination specialists to foster professional growth and exceed performance goals. • Provide tailored guidance and training leading to a substantial increase in loan approvals and improved client satisfaction. • Consistently deliver constructive feedback and support, driving ongoing skill development and performance enhancement. • Build strong working relationships with mentees, fostering a positive and productive learning environment.See ‘IC Loan Specialist l’ below * Show less

• Proficiently process consumer loan applications, home equity and mortgage applications (as needed) • Make cross sales when appropriate for additional consumer loans, GAP, Payment Protection, MBI, and other products and services as applicable• Efficiently handle all contacts related to new loans, from application to determining if a member is ready to book their loan• Maintain compliance with required consumer loan and mortgage regulations and internal policies and procedures•… Show more • Proficiently process consumer loan applications, home equity and mortgage applications (as needed) • Make cross sales when appropriate for additional consumer loans, GAP, Payment Protection, MBI, and other products and services as applicable• Efficiently handle all contacts related to new loans, from application to determining if a member is ready to book their loan• Maintain compliance with required consumer loan and mortgage regulations and internal policies and procedures• Registered through Nationwide Mortgage Licensing System• Support DCU’s Success Sharing Growth Goals through participation in the Branch Services sales program. Identify members’ needs and make appropriate referrals that develop the PFI relationship.• Understand and explain all products and services• Accurately process all routine transactions and file maintenance• Adhere to all policies and procedures• Accept coaching from management during call monitoring sessions regarding member service and call statistics• Attend Product and Service training• Perform other job-related duties as assigned by Information Center Manager, Assistant Manager or Team Leader Show less

United States

I am the owner of a small Etsy shop specializing in unique and creative stickers. My shop offers a wide range of designs, from fun and whimsical to inspirational and empowering, perfect for personalizing laptops, journals, water bottles, and more. Each sticker is thoughtfully designed and crafted with high-quality materials to ensure durability and vibrant colors. I’m passionate about bringing a little extra joy to everyday items through artwork and love connecting with… Show more I am the owner of a small Etsy shop specializing in unique and creative stickers. My shop offers a wide range of designs, from fun and whimsical to inspirational and empowering, perfect for personalizing laptops, journals, water bottles, and more. Each sticker is thoughtfully designed and crafted with high-quality materials to ensure durability and vibrant colors. I’m passionate about bringing a little extra joy to everyday items through artwork and love connecting with customers who appreciate the personal touch of unique designs. Show less

Decatur, Georgia, United States

• Open and close accounts• Process consumer loan applications, including reviewing, analyzing applications and supporting documents• General knowledge of IRA products• Identify and report fraudulent activities• Receive mortgage and loan payments• Receive and process financial transactions promptly and accurately• Strictly adhere to all credit union policies and procedures• Prioritize client demands• Welcome members and provide outstanding customer service•… Show more • Open and close accounts• Process consumer loan applications, including reviewing, analyzing applications and supporting documents• General knowledge of IRA products• Identify and report fraudulent activities• Receive mortgage and loan payments• Receive and process financial transactions promptly and accurately• Strictly adhere to all credit union policies and procedures• Prioritize client demands• Welcome members and provide outstanding customer service• Communicate professionally with all clients and colleagues• Balance cash drawer• Cross-Sell credit union services• Uphold understanding of all credit union products and services, along with company systems and procedures• Other duties as assigned Show less

Oklahoma City, Oklahoma, United States

• Monitor accounts to identify outstanding debts• Investigate historical data for each debt or bill• Find and contact clients to ask about their overdue payments • Take actions to encourage timely debt payments• Process payments and refunds• Resolve billing and customer credit issues• Update account status records and collection efforts• Report on collection activity and accounts receivable status • Inbound and outbound calls

Norman, Oklahoma, United States

• Organize and equip workstations and complete work as per schedule quickly and accurately• Determine client needs by using tag-ons through client conversations and ensure sales staff referral • Ensure safety measures compliance by maintaining minimum amount of teller cash• Conform to items groupings sent to transitdepartment and ensure meeting of scheduled pick-up time• Interact with management to stay advanced on bank developments and initiatives• Approve cash… Show more • Organize and equip workstations and complete work as per schedule quickly and accurately• Determine client needs by using tag-ons through client conversations and ensure sales staff referral • Ensure safety measures compliance by maintaining minimum amount of teller cash• Conform to items groupings sent to transitdepartment and ensure meeting of scheduled pick-up time• Interact with management to stay advanced on bank developments and initiatives• Approve cash withdrawals overrides on authorization limits• Guide teller staff on complex transactions• Adhere to balancing guidelines while counting cash and balancing assigned cash and work.• Ensure compliance of tellers with audit, bank and regulatory policies• Ensure tellers provide outstanding customer service• Ensure teller staff training in customer service, product knowledge, operations and transaction processing• Create an exceptional experience for every member conducting teller transactions• Audit traveler’s, counter and bank checks and money orders• Engage in seminars, micro-marketing events, promotional campaigns to support Financial Center’s sales and service activities• Open and close accounts• Process consumer loan applications, including reviewing, analyzing applications and supporting documents• General knowledge of IRA products• Identify and report fraudulent activist• Receive mortgage and loan payments• Receive and process financial transactions promptly and accurately• Strictly adhere to all credit union policies and procedures• Prioritize client demands• Welcome members and provide outstanding customer service• Communicate professionally with all clients and colleagues• Balance cash drawer• Cross-Sell credit union services• Uphold understanding of all credit union products and services, along with company systems and procedures Show less

Norman, Oklahoma, United States

• Receive and process financial transactions promptly and accurately • Strictly adhere to all credit union policies and procedures• Prioritize client demands• Welcome members and provide outstanding customer service• Communicate professionally with all clients and colleagues • Balance cash drawer• Cross-Sell credit union services• Night depository and vault duties• Uphold understanding of all credit union products and services, along with company systems and… Show more • Receive and process financial transactions promptly and accurately • Strictly adhere to all credit union policies and procedures• Prioritize client demands• Welcome members and provide outstanding customer service• Communicate professionally with all clients and colleagues • Balance cash drawer• Cross-Sell credit union services• Night depository and vault duties• Uphold understanding of all credit union products and services, along with company systems and procedures• Other duties as assigned Show less