Dedicated lending professional experienced in guiding members through the lending process. Proficient in financial advising and lending products, consistently ensuring regulatory compliance while meeting organizational goals.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Lending Specialist
Ent Credit Union
Colorado Springs
02.2020 - Current
Facilitated sales of home equity lines, auto loans, personal loans, and credit cards.
Gathered members' financial needs to provide tailored loan options and advised on various loan types to align with individual goals.
Assisted members with inquiries and guidance on lending and credit building.
Educated members and colleagues on credit products and financial planning tools to enhance financial literacy.
Maintained current knowledge of industry regulations and best practices for compliance.
Ensured adherence to all applicable laws, regulations, policies, procedures governing lending activities.
Communicated with members via phone, email, and in person while adhering to TCPA regulations.
Achieved goals and standards set by management.
Education
Associate of Applied Science - Veterinary Technology
Front Range Community College
Fort Collins
06-2008
Skills
Loan structuring
Credit analysis
Lending products knowledge
Regulatory compliance
Financial advising
Customer relationship management
Certification
Certificate of Veterinary Technology
Timeline
Lending Specialist
Ent Credit Union
02.2020 - Current
Associate of Applied Science - Veterinary Technology