Worked in call center environment handling manual and automatically dialed outbound calls.
Maintained high volume of calls and met demands of busy and productive group.
Analyzed customer financial records to determine appropriate payment plan.
Member Service Representative ll
SchoolsFirst Federal Credit Union
12.2023 - 01.2025
Open new memberships and guide members through personal loan, auto loan, and credit card offerings, ensuring that clients fully understand their options
Process auto loans, personal loans, and credit card applications with a focus on accuracy, compliance, and timely service
Maintain up-to-date knowledge of credit union policies and federal regulations to ensure compliance in all loan-related services
Cross-trained in operations and member services, demonstrating flexibility and broad knowledge of credit union functions
Consumer Loans Funding Processor ll
SchoolsFirst Federal Credit Union
10.2021 - 12.2023
Processed high volumes of loan funding, including auto loans, personal loans, and credit cards, ensuring regulatory compliance at all stages of the loan process
Provided support to both members and internal teams, resolving complex funding issues and answering inquiries related to loan products
Utilized CLOS, Symitar, and other loan processing tools to track and manage loan applications, ensuring efficient operations and Member satisfaction
Collaborated across departments to optimize loan operations and enhance overall efficiency, resulting in improved loan processing timelines and member experiences
Marketing Representative
SERVPRO of Whittier
09.2020 - 10.2021
Managed relationships with insurance companies and property management through daily visits, acquiring and nurturing leads
Provided customer service and support, answering questions and addressing client needs
Implemented marketing strategies across four new franchise territories, building relationships through exceptional service and knowledge
Assisted families and managed multiple jobs during the Texas Storm Freeze, demonstrating adaptability and commitment
Sales Consultant
CarMax
03.2018 - 10.2020
Processed finance applications for auto loans, ensuring strict compliance with policies from major lenders such as Chase, Bank of America, and Capital One
Delivered personalized financial consultations to clients, explaining loan terms, rates, and payment options to help them make informed decisions
Utilized Salesforce to track client interactions, manage leads, and follow up on loan application statuses, ensuring a seamless customer experience from initial consultation to loan approval
Directors Club, by selling 12 units consistently and having a 46% closing rate with a 51% attachment rate