Lisa Segarra has over 10 years of experience working in financial services and customer service roles. She is currently a Financial Services Representative at Firefighters First Credit Union, where she processes loans and accounts, manages customer relationships, and ensures customers have access to services. Previously, she held a similar role at CAHP Credit Union and worked as a Porter/Internal Maintenance Representative at Thunder Valley Casino.

1. Lisa Segarra
5753 San Ardo Way North Highlands CA 95660
(916)334-7108
lisasegarra605@yahoo.com
OBJECTIVE My objective is to secure a position where my organizational skills and
experience will be utilized to enhance the productivity of your company.
EXPERIENCE
2013-Current Firefighters First Credit Union, Sacramento CA
Financial Services Representative
 Process loan inquiries and applications
 Review credit reports,
 Process loan payments and deposits.
 Open and close accounts,including IRA’s and certificates
 Manage Customer accounts; adding orremoving joint owners and
beneficiaries
 Cross sell products and services
 Insure members have knowledge and access to all services for the
enhancement of customer’s financial well-being.
 Customer service
2004-2013 CAHP Credit Union, Sacramento CA
Financial Services Representative
 Cross sell products and services
 Process loan inquires and applications
 Review credit reports
 Process loan payments and deposits
 Open and close accounts including IRA’s and Certificates
 Add or remove joint owners,process beneficiary changes
 Process share transactions,disburse cash or check withdrawals, wire
transfers
 Issue temporary checks,collections, manage customer accounts,stop
payments, payroll distribution process,attach levies and account
balances
 Branch balancing, management of daily reports.
 Insure members have knowledge and access to all services for the
enhancement of customer’s financial well-being
 Customer service
 Business machines, IRA Essentials Seminar training, teller training
2003-2004 Thunder Valley Casino, Lincoln CA
Porter/InternalMaintenance Representative
 Maintain facility and operations area
 Team Lead responsible in training new employees
 Customer service