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Porter Moon

Porter Moon

Financial Service Representative, Loan Officer

Talent
LehiMember since July 28, 2026
Microsoft OfficeOracle NetSuiteNotary Public
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Microsoft OfficeOracle NetSuiteNotary Public

Experience

Financial Service Representative, Loan Officer at Goldenwest Federal Credit Union (2024-09 – Present)

  • Match over 75 financial products and services to member needs, contributing to improved satisfaction and retention rates
  • Learn of and continually comply with all regulations as required by law and the financial institution to maintain professionalism and compliance
  • Maintain 100% strict client confidentiality to protect members from possible fraud and strengthen the institution's integrity

Warehouse Assistant at BYU Store (2024-01 – 2025-04)

  • Transported 2 shipments daily across multiple locations, ensuring uninterrupted operations
  • Checked-in and received inventory efficiently with over 99% accuracy using Oracle NetSuite in the main warehouse resulting in decreased inventory discrepancies and faster fulfillment times
  • Resolved inventory issues in the main warehouse and at the warehouse dock by instructing more than 25 freight deliverers and other warehouse associates

Warehouse Manager at Pool Chlor (2021-05 – 2021-09)

  • Retained over 5,000 pool customers in the Phoenix valley by ordering and monitoring company supplies and responding to client questions
  • Maintained the 9-vehicle company fleet and equipment such as chlorine pumps, auxiliary switches, and other general truck maintenance to help pool servicers maintain efficiency
  • Trained and assisted employees on 12 routes to utilize new software that improved efficiency in recording daily and specialized tasks

Volunteer Representative at The Church of Jesus Christ of Latter-day Saints (2021-09 – 2023-09)

  • Led groups of 10-24 peer-representatives in various forms of service including community gardens, food pantries, and thrift stores
  • Taught people around Houston values and principles of self-reliance, self-respect, and spirituality
  • Instructed 3 levels of English language classes to non-speakers to help improve their quality of life in the United States

Education

Bachelor of Science, Accounting / Master of Accountancy in Accounting – Brigham Young University – Marriott School of Business (2028)

Skills

Financial Service RepresentativeLoan Officer

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