Vincent Moody

Financial Service Representative @Sharonview Federal Credit Union

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2015 — Present

Financial Service Representative @Sharonview Federal Credit Union

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Charlotte, NC, US

Deliver Outstanding member-facing experiences, while cross-selling and educating membership of ancillary solutions Problem solving member inquiries relating to accounts, services and solution partners Identifying members perceived and unperceived financial goals through our lending solutions, deposit products and other services Facilitate all branch functions including the security, maintaining confidentiality, lending application process, gathering of loan documentation, closing, filing and follow-up Serve as Training Ambassador for new and existing employees, while embracing newly created concierge-style protocols

EDUCATION

1984 — 1989

Rutgers University-New Brunswick

Bachelor of Science (B.S.)

SKILLS

LoansCustomer ServiceSmall Business LendingEquitiesStrategic PlanningFinancial AnalysisCredit AnalysisRisk ManagementResidential MortgagesRefinanceMortgage LendingFinancial PlanningSecuritiesProject ManagementConsumer LendingMicrosoft OfficeExecutive ManagementMortgage BankingFinancial ServicesCreditAsset ManagementRetirementPortfolio ManagementSalesTeam BuildingWealth ManagementBankingInsuranceRetail BankingAnalysisCommercial LendingRelationship ManagementNegotiationLoan OriginationUnderwritingLaboratory SkillsWater TreatmentMutual FundsFinanceManagement

ABOUT VINCENT MOODY

A dedicated problem-solving professional uniquely qualified to gain client trust, quickly adapt and continually provide solutions for complex problems, while passionately employing the following core competencies. All invitations to connect are welcome. • Research Collection• Data Analysis • Project Management • Strategic Planning • Report Writing • Process Improvement • Forecasting • Training & Development • Recruiting & Workforce Development • Regulatory Compliance • Budgeting •Management •Financial Consulting & Investment Planning • Tax Preparation & Planning

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Vincent Moody — Financial Service Representative at Sharonview Federal Credit Union in Charlotte, NC, US | Unifers