Oliver Valencia
About Oliver Valencia
Oliver Valencia is a Sr. Consumer Loan Funder at Patelco Credit Union, where he has worked since 2021. He has a background in business administration and previously held a position as a sales associate at Costco Wholesale.
Work at Patelco Credit Union
Oliver Valencia has been employed at Patelco Credit Union as a Senior Consumer Loan Funder since 2021. In this role, he is responsible for managing the loan funding process, ensuring data integrity, and maintaining a sense of urgency while handling consumer loan applications. His position requires collaboration with various teams and departments, utilizing tools such as Microsoft Teams, Zoom, and Microsoft Outlook to facilitate communication and workflow. Valencia's expertise in consumer loan funding contributes to the efficiency of the credit union's operations.
Previous Experience at Costco Wholesale
Prior to his current role, Oliver Valencia worked as a Sales Associate at Costco Wholesale for six months in 2015 to 2016. His experience in retail provided him with valuable customer service skills and an understanding of sales processes. This role helped him develop a foundation in managing customer interactions, which is beneficial in his current position in the financial services industry.
Education and Expertise
Oliver Valencia earned a Bachelor's degree in Business Administration and Management from San Jose State University, where he studied from 2014 to 2019. His educational background equips him with a solid understanding of business principles and management strategies, which he applies in his role as a Senior Consumer Loan Funder. His knowledge of CRM services, including Salesforce and Loan Operating System-Lending360, enhances his ability to verify and update applicant information effectively.
Skills in Loan Processing
In his role as a Senior Consumer Loan Funder, Oliver Valencia demonstrates a strong ability to prioritize tasks effectively. He manages a high volume of pending consumer loan applications, ensuring timely processing and funding. Valencia's skills in utilizing CRM systems and maintaining data integrity are crucial for the efficient operation of the loan funding process, allowing him to work with a sense of urgency while ensuring accuracy.