Lois Myers

Seasoned business professional with 13 years of experience in financial and administrative roles. Dedicated to exceptional customer service, operational support, and problem-solving. Known for adaptability, reliability, strong work ethic, and the ability to thrive in challenging environments while supporting clients, colleagues, and leadership.

Member Care Consultant at Rize Credit Union (2024-11 – Present)

• Handle complex member inquiries and concerns with professionalism, patience, and empathy, utilizing de-escalation techniques to resolve challenging interactions and maintain member trust.
• Strive for one-call resolution by taking ownership of member concerns, researching issues, and providing accurate and timely solutions.
• Advise members on financial products and services, while identifying opportunities to cross-sell products that align with their financial needs.
• Support the training and development of new hires by sharing knowledge, demonstrating processes, answering questions, and helping new team members build confidence in their roles.
• Participate in WildSparq, a leadership development program, strengthening skills in emotional intelligence, self-leadership, communication, accountability, decision-making, and team leadership.

Financial Service Representative at First Entertainment Credit Union (2022-07 – 2024-11)

• Managed 50+ member interactions daily, providing exceptional service and resolving account and digital banking inquiries.
• Assist in the lending queue, identifying needs and recommending appropriate financial solutions.
• Develop comprehensive financial planning strategies for members, centered on individualized needs and goals.
• Demonstrate rapid learning and adaptability to support evolving customer requirements.

Senior Loan Processor at Prominent Escrow Services (2021-12 – 2022-07)

• Prepared and reviewed loan and closing documents, identifying discrepancies and preventing processing delays.
• Coordinated loan packages with title and escrow professionals to facilitate smooth and efficient closings.
• Processed disbursements and closing packages while maintaining compliance with established procedures and deadlines.

Commercial Escrow Assistant at Fidelity National Title Co (2021-04 – 2021-12)

• Managed escrow transactions from opening through closing, ensuring accuracy, compliance, and timely completion.
• Interpreted buyer, seller, and lender instructions while providing professional and responsive service.
• Coordinated with lenders, brokers, and borrowers to maintain clear communication and facilitate smooth transactions.
• Processed deposits, prepared required documents, and distributed preliminary title reports.

Enrollment Coordinator/ A/R Specialist at Inspire Charter Services/ Blue Ridge Academy (2018-09 – 2020-06)

• Guided prospective students through the inquiry, application, and enrollment process, ensuring a smooth experience.
• Processed applications, admission documents, and customer invoices with accuracy and attention to detail.
• Researched and resolved invoice and payment discrepancies while maintaining accurate records.
• Cross-trained in Human Resources, providing additional administrative and organizational support.

Legal Specialist IV/Call Center Supervisor at CIT Bank N.A/ OneWest Bank (2016-02 – 2018-09)

• Reviewed corporate and legal documentation to ensure compliance with company policies and standards.
• Prepared management reports, correspondence, and communications to support operational needs.
• Resolved customer complaints by identifying root causes and implementing effective solutions.
• Monitored call quality and provided coaching to improve team performance and customer service.

Relationship Banker/Customer Service Manager at Wells Fargo Bank (2013-07 – 2016-02)

• Delivered exceptional client service while building strong relationships and identifying opportunities to meet clients' financial needs.
• Processed loan and line applications, opened deposit accounts, executed wire transfers, and investment services.
• Authorized high-value transactions and managed cash shipments with a strong focus on accuracy, security, and accountability.
• Interviewed, trained, mentored, and supervised employees while identifying development needs and improving team performance.
• Promoted financial literacy through volunteer service with Junior Achievement Finance Park.

Associate of Arts in Secretarial Studies And Office Administration – East Los Angeles Skills Center (2010-06)

High School Diploma – Pasadena High School (2008)