Eva Garcia

SchoolsFirst Federal Credit Union

09.2006 - Current

Delivered consultative service to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement
Made new loan product recommendations to Members, auto buying programs and ancillary products that best suit Members needs and promote product retention with existing Members
Support in developing strong relationships with the frontline departments including communication via phone and email, participation in Liaison meetings, and frontline visits
Assists with ongoing workflow and efficiency improvement processes and projects within the department
Facilitated Training (including department/branch) to frontline teammembers on Consumer Loans related topics
Reconciled the departments General Ledger
Serve as a lead person in the department by providing direction and assistance to teammembers.
Co-Facilitated the Consumer Loan Training classes
Support Management with escalated calls
Offers service to Members and technical support and guidance to Consumer Loan Servicing department and front line team
Supports department management with special projects, systems, and product enhancements
Examine VOMs in order to identify service gaps
Analyzes current financial position to determine the degree of risk involved in extending credit or lending money
Make loan approval decisions within authorized lending limits.

Similar Profiles