Jarred Settle
Bristol
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
Work History
Loan Officer
United Southeast Federal Credit Union
01.2021 - Current
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan.
Member Service Representative / Loan Officer
United Southeast Federal Credit Union
08.2019 - 01.2021
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Educated and engaged customers with new bank products and services.
- Responded to customer calls and emails to answer questions about products and services.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Cross-sold bank services and products to uplift customer investments.
- Maintained customer records by updating account information.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Delivered prompt service to prioritize customer needs.
- Maintained up-to-date knowledge of product and service changes.
- Educated customers about billing, payment processing and support policies and procedures.
Member Service Representative
United Southeast Federal Credit Union
08.2018 - 06.2021
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Educated and engaged customers with new bank products and services.
- Responded to customer calls and emails to answer questions about products and services.
Front End Manager
K-VA-T Food Stores Inc.
08.2012 - 08.2018
- Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
- Oversaw cashier operations, bookkeeping and security.
- Maintained strong customer relations and effective customer service standards.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Prepared weekly employee work schedules to meet operational needs.
Education
Lebanon High School
Lebanon, VA2014
Skills
- Financial Transactions Expertise
- Cash Handling
- Loan Portfolio Growth
- Team Player
- Loan Product Promotion
- NMLS Registration
- Complete Loan Applications
- Loans
Timeline
Loan Officer
United Southeast Federal Credit Union
01.2021 - Current
Member Service Representative / Loan Officer
United Southeast Federal Credit Union
08.2019 - 01.2021
Member Service Representative
United Southeast Federal Credit Union
08.2018 - 06.2021
Front End Manager
K-VA-T Food Stores Inc.
08.2012 - 08.2018
Lebanon High School
Similar Profiles
Claire IgarteburuClaire Igarteburu
Human Resources Business Partner at United Nations Federal Credit UnionHuman Resources Business Partner at United Nations Federal Credit Union
Alyssa QuintanaAlyssa Quintana
Chief Operating Officer at United Northwest Federal Credit UnionChief Operating Officer at United Northwest Federal Credit Union
Joyce Guillen AlvarezJoyce Guillen Alvarez
Branch Manager at United Nations Federal Credit UnionBranch Manager at United Nations Federal Credit Union