Sharon Verdin
Hesperia
Summary
Senior financial services representative with a proven track record in enhancing productivity and efficiency. Expertise in financial analysis, customer relationship management, and regulatory compliance. Strong communication and problem-solving skills facilitate seamless service integration to meet diverse client needs.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Financial Services Representative
Global Credit Union
Victorville
10.2024 - Current
- Leads and mentors branch staff through targeted training and cross-training initiatives, promoting operational excellence and ensuring compliance with current policies and procedures.
- Resolved escalated member situations, improving issue-resolution efficiency and strengthening overall member satisfaction.
- Conducted notarizations for documents, ensuring compliance with the state of California.
- Build strong team relationships by providing guidance, motivation, and support, including leading monthly huddles to drive engagement and collaboration.
- Ensures timely loan closing by consistently following up on loan approvals, and processes loan applications by preparing all required stipulations for funding.
Financial Services Representative I, II
Global Credit Union
Victorville
04.2021 - 10.2024
- Provide expert guidance on personal, trust, business, and IRA accounts, serving as a knowledgeable resource for both clients and team members.
- Engaged members through product knowledge, guiding meaningful conversations, conducting proactive outreach, and referring to appropriate services for financial support.
- Built member relationships by explaining credit union account types, products, and services, facilitating meaningful financial conversations.
- Reviewed members' accounts regularly to ensure alignment with credit union standards and meet member needs.
- Provided support to the Member Service Center by handling scheduled inbounding calls, monitoring daily activity, and serving as overflow support to help reduce member wait time and adjusting quickly to operational changes.
Education
High School Diploma -
South Gate High School
South Gate, CA06-2006
Some College (No Degree) - General Studies
East Los Angeles College
Monterey Park, CASkills
- Financial Product & Service Knowledge
- Member Relationship Development
- Decision Making & Problem Resolution
- Time Management & Workflow Prioritization
- Team Building and Leadership
- Compliance adherence
Certification
California Notary Public
Timeline
Senior Financial Services Representative
Global Credit Union
10.2024 - Current
Financial Services Representative I, II
Global Credit Union
04.2021 - 10.2024
High School Diploma -
South Gate High School
Some College (No Degree) - General Studies
East Los Angeles College