By julesverne63 on Credit Karma, September 4th, 2016 «Easiest
auto loan refinance I've experienced... Drew at IFS was great... initial process completed by email then final
paperwork FedEx «ed to me to sign then FedEx «ed back with their prepaid label.
Promoted from Teller position to Member Service Representative April 2003 Established credit union memberships Opened savings, checking, individual retirement, and certificate of deposit accounts and explained options of each to member Prepared all
paperwork and assisted members in signing of documentation Cross sold and created Visa check cards in branch Responded to members» questions and concerns via phone queue and online communucation center Opened safety deposit box accounts Performed daily maintenance of the
loan applicant database Entered and submitted applications to the
loan officers for review and status decision Educated members on the variety of
loan products and payment protection options Maintained up - to - date knowledge of credit union products and policies Exceeded cross sell percentage goals with consultative, value - focused customer serviceapproach Exceeded marketing goals by cross selling various credit union products and services Provided back - up for other member service representatives and tellers when needed Maintained dormant account log Executed check orders Back - up for Managers with vault combinations Prepared and executed settlement documents for the following
loan products: Home equities (fixed rate and HELOC's), ordered appraisals and flood certificates
Auto loans Unsecured lines of credits VISA credit card lines.