Steven Y. Email & Phone Number

Kalamazoo, Michigan, United States

Department operations / Project coordinating

Greater San Diego Area

Supporting both members and employees in a wide array of functions for Direct and Indirect Consumer Loans and Services. Providing education and solutions to members. Cross sell products and services based on identified member opportunities while processing and funding loans.

2121 Palomar Airport Road Ste 150 Carlsbad, Ca. 92058

I was responsible for creating new contacts in the office for possible sale encounters. Along with writing and modifying new and existing client insurance policies. This required an attention to listening first to the member before assessing the need. After any transactions it was also my responsibility to follow up with members to fulfill member satisfaction.

Carlsbad, California

I wear many hats in this family company; Accounts Receivable and Collection, Inventory Managements on RMA's, Merchandise purchaser, and overall Operations assistant. I also assist in organizing/hosting/developing events for Point The Way Foundation.

Greater San Diego Area

Trained and educated by Management to provide short term and long term relief to the departments and branch managers of the Credit Union. Departments consisted of; DMV, Mortgage Lending, Call Center, Branch Support, Electronic Check Processing, as well as providing support in branch locations. In branch locations would primarily be providing management relief with the assistance in training branch staff in ongoing learning process of the credit union; Teller transactions, Loan management… Show more Trained and educated by Management to provide short term and long term relief to the departments and branch managers of the Credit Union. Departments consisted of; DMV, Mortgage Lending, Call Center, Branch Support, Electronic Check Processing, as well as providing support in branch locations. In branch locations would primarily be providing management relief with the assistance in training branch staff in ongoing learning process of the credit union; Teller transactions, Loan management, Mortgage Lending, DMV processing, and Member relations. Show less

Oceanside, Ca.

Established and enforced rules for behavior and procedures in maintaining order among a class of 12-25 students and 3 staff members. This involved coordinating after school tutoring hours with other staff to help the students in need of extra attention. As a team of staff we created child-based hands-on curriculum to promote student interest and learning.

Irvine, Ca.

I guided new potential consumers with basic knowledge of Mortgage products to initiate a sale transaction. Then I supported the client through beginning to end of the close in mortgage.

Temecula, Ca.

Pala, Ca.

Vista, Ca

Oceanside, Ca

Registered Nursing/Phycology

Activities and Societies: Glass Blowing, Auto Shop

High School Diploma, Counseling Psychology

Activities and Societies: ASB, Marching Band, Symphonic Band, Surf Club