Summary
Overview
Work History
Education
Skills
Timeline
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KARA BOBECK

Dallas

Summary

I am a dependable and optimistic person who enjoys working with and around people. I am dedicated to customer service and can offer any person I am attending to a clear sense that I will see them through until the end of their need. I have years of experience managing employees and training junior team members. I can be counted on to find solutions to problems without supervision and to share these solutions with the rest of my team. I am extremely loyal and well-liked by my superiors and co-workers.

Results-driven management professional with extensive experience in leading branch operations and maximizing efficiency. Known for fostering collaborative work environment and achieving high-performance results. Reliable and adaptable, with excellent skills in leadership and client relations.

Overview

26
26
years of professional experience

Work History

Branch Manager/Consumer Loan Officer

P&G Mehoo
05.2022 - Current
  • Led daily branch operations, ensuring compliance with company policies and procedures.
  • Conducted regular performance evaluations, providing feedback and coaching to team members for professional growth.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Examined customer loan applications for loan approvals and denials.
  • Coordinated with IT department to enhance cybersecurity measures, protecting customer data and transactions.
  • Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
  • Evaluated consumer loan applications to determine eligibility and risk factors.
  • Assisted clients in understanding loan products and terms, providing tailored financial solutions.
  • Processed loan documentation efficiently, ensuring compliance with regulatory requirements.
  • Assisted customers in selecting appropriate loan products based on their financial needs and goals.
  • Reviewed credit reports thoroughly before making lending decisions, ensuring that all relevant information was considered when assessing risk levels associated with a specific borrower profile.
  • Maintained compliance with federal regulations, ensuring proper documentation and adherence to guidelines throughout the loan process.
  • Increased customer satisfaction levels through prompt, accurate, and friendly service in the loan process.

Loan Clerk

P&G Mehoopany Employees FCU
01.2007 - Current
  • Senior clerk responsible for thoroughness and regulatory compliance in a multi-million dollar loan department. Act as liaison between the credit union and third party agencies; maintain these relationships and build connections to ensure productivity and veneration for the company. Work with members who have questions or concerns regarding their loans and walk them through any processes they find complicated; i.e.: titling and registration, mortgage appraisals and applications, insurance payoffs, etc. Proof underwriting and address any errors or omissions in accordance with company policies and NCUA guidelines. Responsible for securing and protecting credit union interests.
  • Started with P&G MEFCU as a teller processing member transactions and performing daily drawer and vault balances. Was promoted to Student Branch Manager, fostering students’ interests in financial careers and acting as a role model for strong work ethic. Accepted position as loan clerk for the opportunity to expand my knowledge and be a part of a fast-paced, goal-driven department.

Manager

Uni-mart
01.2000 - 01.2007
  • In charge of providing excellent customer service and ensuring sales goals were met. Inventory, cash and book balancing. Assigned duties to other staff members to provide a clean and safe atmosphere for customers.

Education

High School - General Studies

Dallas High School
Dallas, Pa
01.1998

Skills

  • Customer Service
  • Problem solving
  • Communication
  • Patience
  • Trustworthiness
  • Positive thinking
  • Customer relationships
  • Excellent time management skills
  • Excellent work ethic
  • Attention to detail
  • Team supervision
  • Relationship building and management
  • Client relationship management
  • Cash handling

Timeline

Branch Manager/Consumer Loan Officer

P&G Mehoo
05.2022 - Current

Loan Clerk

P&G Mehoopany Employees FCU
01.2007 - Current

Manager

Uni-mart
01.2000 - 01.2007

High School - General Studies

Dallas High School

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KARA BOBECK