Bryan Dixon

Experience

• 

  Lake Trust Credit Union

  Mar 2006 - Aug 2021

  Ensure content located in Intra-net resource is accurate and up to date.Handle the logistics for delivery of learning events to include user system set-up, scheduling, participant guides, evaluations.Created, updated and posted lending procedures and guidelines.Provide feedback to managers on participant’s performance and opportunities following a scheduled event.Apply the strategic management philosophy in training programs by emphasizing the importance of lending and its relationship to sales.Facilitated Distance Learning Events for Operational SMEs on lending related topics.Developed the current curriculum for beginning lenders, to include system and compliance.Consulted with support departments to develop accurate and relevant classroom content.Instructed adult learners on topics such as Consumer Lending, Home Equity, Micro Business and Compliance.Built and updated evaluation and survey tools to monitor and improve effectiveness of courses.Implemented employee training programs to improve performance and productivity.Developed curriculum and learning materials to increase comprehension.Orchestrated 10 new courses to meet Onstage and Support department instructional needs.Evaluated course performance to determine areas in need of improvement.Developed and improved curricula, course formats and lesson presentations for diverse lending related topics.Created new programs that resulted in increasing productivity and customer satisfaction. Show less Identified Lake Trust Credit Union member's needs as it applies to loans and consumer products by phone interviewing and responding to member service requests.Matched members needs to the proper product or service to support loan request.Process payoff request from members and third party vendors, reviewing request to ensure it is in the best interest of the member.Ensured that loans submitted by underwriters meet guidelines established by policy.Conducted phone interviews from listings provided from various marketing sources.Provided the members with a cost analysis showing the amount of money they could save and/or spend over a specified period in relation to a product and /or service.Provide weekly tracking and status reports.Quality check processed loans to ensure they meet audit compliance guidelines.Trained co-workers on current system updates and releases.Assist compliance officer in establishing procedures for the processing of curtain types of transactions.Support branches with system issues, policy questions and documentation.Perform systems maintenance on loans, such as setting up pre-authorized payments, ordering coupons, and setting up loan for electronic access.Participate in interdepartmental meetings to help get a greater understanding of the other job functions.Manage the interaction fax box (electronic) ensuring the all documentation received and disseminated to the proper individuals for processed and filed accordingly.Implemented creative solutions to deal with special circumstances.Analyzed member feedback and developed new techniques to ensure customer retention.Applied advanced underwriting and origination abilities to devise innovative solutions to quickly change minds and achieve retention objectives.Developed processes and metrics that supported achievement of organization's business goals.Developed process improvements and streamlined procedures to effectively resolve employee discrepancies. Show less Communicated with members in person and via telephone to answer questions, process transactions and resolve issues.Determined completeness of loan packages, including supporting documentation, fees, and valuationsReviewed and verified borrowers' income, credit reports, and supplemental information to prepare documents for underwriting.Managed any conditions sent from underwriting departments.Checked approvals against established compliance and credit union lending standards.Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.Organized loan files, updated databases, prepared general correspondence and communicated with support departments.Discussed loan needs and financial histories with clients and conveyed information regarding application processes.Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times. Show less

  • Learning Architect I

    Aug 2013 - Aug 2021

  • Consumer Loan Retention Counselor

    Apr 2011 - Aug 2013

  • Consumer Loan Processor

    Mar 2006 - Apr 2011