Summary
Overview
Work History
Education
Skills
Timeline
Generic

Michelle Lago

Martinez

Summary

Worked in the Credit Union industry for 12 years. Started as a teller at the Fairfield branch for one year. Took a Business Development Coordinator position assisting the Sales Executive along with direct reports of Vice presidents and Retail Directors. After 7 years of admin work, took a position in the Member Business Loan department handling secondary commercial loans. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

17
17
years of professional experience

Work History

Operations Specialist

Patelco Credit Union
08.2015 - 05.2019
  • Collected, arranged, and inputted information into a database system.
  • Motivated and trained employees to maximize team productivity.
  • Processed commercial loan payments & created Excel spreadsheets in a timely manner. Handled over 100+ payments in one day
  • Answered emails daily in a timely manner by the end of the day.
  • Organized Member Business Loan Committee board meetings.
  • Assisted VP of Commercial Loans with department activities.

Sales Administrator

Patelco Credit Union
06.2007 - 08.2015
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Organized and coordinated conferences and monthly meetings.
  • Filed paperwork and organized computer-based information.
  • Processed travel expenses and reimbursements for the executive team and senior management group.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Replied to emails in a timely manner.
  • Planned & organized special projects of varying degrees of complexity. Events included Spirit Day, Health & Wellness Day, Community tabling events, and Member Appreciation Day.
  • Worked with different departments throughout the credit union on special projects such as new program rollouts.

Call Center Representative

Pacific Service Credit Union
10.2023 - 01.2024

•Answered telephone calls in a timely manner and assist callers with questions regarding products and services

•Process mail and written correspondence

•Identify and correct member account problems

Education

Bachelor of Science - Marketing

CaliforniaState University of Sacramento
Sacramento, CA

Skills

  • Customer Service
  • Retail
  • Teamwork
  • Microsoft Office
  • Microsoft Excel
  • Powerpoint
  • Time Management
  • Business Development

Timeline

Call Center Representative

Pacific Service Credit Union
10.2023 - 01.2024

Operations Specialist

Patelco Credit Union
08.2015 - 05.2019

Sales Administrator

Patelco Credit Union
06.2007 - 08.2015

Bachelor of Science - Marketing

CaliforniaState University of Sacramento
Michelle Lago