Joe Bosca

Background

About Joe Bosca

As a Financial Service Representative, I provide excellent customer service and maintain a good relationship with our members to exceed expectations. Assisting new and old members in opening various accounts (IRA’s, Trusts, Checking, and Savings), while cross-selling products offered by the credit union. Predominately handle the opening, processing and closing of a variety of loans; such as home equities, personal loans, all types of vehicle loans, and business loans. Responsible for opening new business accounts. Assisting members with technical issues with online banking. Cold calling potential members utilizing a variety of reports that identify the likelihood of utilizes the services and benefits of a credit union. Uphold a high degree of organization, accurate book-keeping, and daily monitoring of financial activities. Use manual and electronic filing record keeping procedures. Regularly exceed sales goals and recognized as one of the top performers provide excellent customer service, When I worked for Mortgage Center, I began as an entry level employee and through hard work and skill mastery, advanced to the position I most recently held. I developed my teams and trained them one on one to help them be successful in their positions, allowing growth and promotions to occur. I worked directly with multiple credit unions, their CEO's, and lenders ensuring compliance and exceptional customer service is met.