Experience

• 

  Kern schools federal credit union

  Jan 2017 - Nov 2019

  Completed transactions, cross-member funds transfers, and payments over the phone in both Spanish and English. Provided assistance to credit union members through mobile app troubleshooting, cardholder disputes, fraud prevention and education, and general questions. Assisted with in-person financial transactions for Members of the credit union. Processed deposit items, negotiated checks, handled cash transactions, processed wire transactions to facilitate transfers, revised and updated accounts, provided satisfactory customer service. Able to educate, to inform, and speak to Members in both Spanish and English.

  • Contact Center Officer

    Nov 2019 - Nov 2019

  • Member Service Representative

    Jan 2017 - Nov 2019
• 

  Valley strong credit union

  Nov 2019 - Aug 2021

  Contact center officer

  Processed transactions for credit union Members over the phone, conducting verification processes, transactions, payments, and redirecting to proper departments in order to satisfy requests. Successfully processed customer service functions, including, but not limited to, collateral hold releases at vehicle pay-off, filing cardholder disputes, correcting access on online banking, troubleshooting across multiple devices and applications.Educated existing and new potential Members on company rebrand, expansion efforts into other counties, and explained what effects this would take on their banking experience and financial services. Provided assistance with non-credit union functions, such as:Redirecting VSCU Members to government assistance websites during COVID-19 pandemic. These assistance portals include:PPP loan assistance through Small Business Administration,Small business loan forgiveness through county or federal agencystimulus payment assistance through IRS Weniger anzeigen

• 

  Valley strong credit union

  Feb 2022 - Apr 2024

  Link between company and outside agencies serving documents such as subpoenas and search warrants. Information provided with accuracy while following company guidelines regarding consumer privacy and credit union requirements. Document management for credit union, working with team to organize paperwork from all credit union branch locations, package and send off for storage. Processing of consent agreements, paperwork retrieval per team member and customer request. Processing monetary transactions for Members. Redirecting individuals to proper departments. Providing information on existing loan options and services, along with recommendations, for Members to make best decision for their financial journey. Educating Members on financial policies, best banking practices to fit their needs, and how to get the most impact out of their banking relationship with the credit union.

  • Central Operations Specialist I

    Jun 2022 - Apr 2024

  • Member Service Representative

    Feb 2022 - Jun 2022