Chandra McPhearson

Experience

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  LibertyOne Credit Union

  Aug 2000 - Mar 2013

  Responsible for making calls and collecting on auto, signature and delinquent mortgage loans paymentsManaged workflow and business functions to ensure customer service standards are metTasked with serving collection documents and conducting vehicles repossessionsEnsured procedures were current and in compliance with Government and Bank Collection regulationsAnalyzed collection policies/procedures and recommended changes as necessaryCreated and maintained collections documents and reportsProcessed Mastercard payments • Responsible for new associatetrainingMet and counseled with clientsregarding delinquent accounts • Processed loan rewrites(Reviewing/Loading/Closing onloansAssisting with incoming CustomerService calls including; ordering of checks; ATM Cards and Online Banking and bill payments research Show less

  • Collections/Member Services

    Aug 2009 - Mar 2013

  • Loan Assistant/Personal Service Assistant

    Aug 2008 - Aug 2009

  • Executive Assistant to President

    Jun 2007 - Aug 2008

  • Bank Teller/Member Services

    Aug 2000 - Jun 2007
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  Dallas First Church UPC

  Mar 2013 - Nov 2013

  Executive Assistant to Children’s Pastor

  Planned, coordinated, and implemented special events, identifying and utilizing community resources to recruit and encourage volunteerism in all departmentsFielded/Responded to calls and emails from clients, vendors and congregantsComplete assigned business as well as personal tasks in professional, prompt and timely mannerProduced information as a assistant by transcribing, formatting, inputting, editing, retrieving, copying, transmitting text, data and graphics for Associate PastorPerform general office duties such as ordering supplies, maintaining records management systems, basic bookkeeping work and personal duties as requestedWelcomed guests and clients and vendors by greeting them in person or by telephone; answering or directing inquiries Show less

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  Citi

  Nov 2013 - Jul 2014

  Citi Risk/Collections Representative

  Locate and notify customers of delinquent accounts by phone in order to solicit payment Confer with customers by phone to determine reasons for overdue payments and to review the terms of contracts Persuade customers to pay amounts due on credit accounts and assist in setting up auto drafts for future payments Perform various administrative functions for assigned accounts, such as recording address changes and purging records Receive payments and post amounts paid to customer accounts Advise customers of necessary actions and strategies for debt repayment Show less

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  Karilyn Sanders Photography LLC

  Oct 2015 - Jun 2016

  Office Manager

  Field incoming calls/ emails from prospective clients. Monitor business calendar, maintain client session progress. Manage client orders and order progress through delivery. Managed, planned and executed social media and online marketing activities. Performed finance duties including bookkeeping and tracking of financial records, goals and invoices.

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  Southwest Financial Federal Credit Union

  Jul 2018 - Sept 2019

  Member Loyalty Specialist

  Responsible for assisting members with accounts or loan requests while looking for ways to increase product penetration and salesDemonstrates an unsurpassed commitment to exceptional member service and teamworkProvide prompt, professional service to both external and internal membersResponsible for assisting members with accounts or loan requests while looking for ways to increase product penetration and sales.Knowledge of all credit union products and services and is able to confidently offer appropriate solutions to fit member needs. Show less

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  Credit Union of Texas

  May 2021 - Oct 2021

  Member Relationship Specialist

  To “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction.Uncover member needs by asking questions and provide solutions to their needs.Proactively discuss and refer additional products to internal partners.Process requests for memberships, depository accounts, loans, and account maintenance services.Regularly follow up with members to ensure that their financial needs are met and uncover any additional needs they may have.Responsible to meet or exceed established sales and service goals.Remain up-to-date on current products, services, and marketing campaigns through attending training, and remaining familiarity of all changes and disclosures.Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT Act, etc as they apply to the duties of the position.Maintain confidentiality of member information and other sensitive information. Show less

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  Advancial Federal Credit Union

  Jun 2022 - now

  Title Clerk

  Managed and produced all documents and information in the title clerk position.Processed and contracted DMV and motor vehicle paperwork and databases.Advised and completed banking and computer Information.Certified and performed registration of vehicles via the registry of motor vehlcles.Identified and distributed various EFT banking funds to the appropriate customer and tax offices.Handled title and registration paperwork for autos, motorcycles,trailers, RV’s, boats and other titled vehicles.Processed documents for state registration, state transfers, fill out the proper paperwork and ensuring that tax and title documents are also completed.Checked for accuracy in all documents Including proper vehicle sale and purchase prices, also for completeness and signatures on all required parts of forms. Notarized official documents for in state or out state title documents or company needs.Worked with dealership to ensure title’s received and distributed titles to lenders and customers as loans were paid off.Responded to internal customers regarding title questions and calculations via phone and email. Show less