Summary
Overview
Work History
Education
Skills
Timeline
Generic

Megan Elmore

Waverly

Summary

Dynamic professional with a strong background in customer service and financial transactions, honed at Southeast Financial Credit Union. Proven ability to assess creditworthiness and deliver personalized support, ensuring compliance and fostering client relationships. A dedicated team player skilled in documentation and educational assistance, committed to achieving positive outcomes for clients and students alike.

Overview

17
17
years of professional experience

Work History

Paraprofessional

Humphreys County Board of Education
01.2022 - 05.2024
  • Monitored students on field trips, handling roll call, and group movement to keep youths safe in public settings.
  • Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
  • Reported on student progress, behavior, and social skills to parents.
  • Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
  • Assisted students in developing deeper understanding of course concepts by providing one-on-one support.
  • Assisted classroom teacher in supervising snack time and indoor and outdoor play.
  • Kept classrooms clean, neat, and properly sanitized for student health and classroom efficiency.
  • Instructed small groups of students in basic concepts such as alphabet, shapes, and color recognition.
  • Offered student support through special accommodations, extra assistance, and assessments.

Call Center Loan Officer

Southeast Financial Credit Union
03.2014 - 07.2021
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Maintained strict confidentiality of bank records and client information.
  • Processed, responsible for underwriting, and closed all dealer generated loan applications.
  • Coordinated quarterly luncheons for all auto dealers using our lending.
  • Recruiting into our lending services.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Assisted customers with completing loan applications and other paperwork.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Processed loan applications and monitored progress from start to finish.
  • Examined customer loan applications for loan approvals and denials.

Financial Services Representative

Southeast Financial Credit Union
04.2012 - 03.2014
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Produced financial statements and reports to comply with regulations.
  • Assisted with complex transactions using overrides and functions requiring additional authorization levels.
  • Assisted customers with banking transactions, identified and serviced customer needs and resolved issues.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Complied with established internal controls and policies.
  • Examined customer loan applications for loan approvals and denials.

Teller

Southeast Financial Credit Union
03.2007 - 04.2012
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on use of banking website and mobile apps.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Maintained friendly and professional customer interactions.
  • Processed applications for new accounts.

Education

Creek Wood High School
Charlotte, TN

Skills

  • Social support
  • Educational assistance
  • Documentation
  • Customer service-focused
  • Credit assessment
  • Financial transactions expertise
  • Proficient in 10-key
  • Regulatory compliance
  • Consumer lending
  • Loan origination
  • Loans
  • Team player

Timeline

Paraprofessional

Humphreys County Board of Education
01.2022 - 05.2024

Call Center Loan Officer

Southeast Financial Credit Union
03.2014 - 07.2021

Financial Services Representative

Southeast Financial Credit Union
04.2012 - 03.2014

Teller

Southeast Financial Credit Union
03.2007 - 04.2012

Creek Wood High School

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Megan Elmore