Hieu (Helena) N.

Sr. Commerical Loan Documentation Specialist at Stanford Federal Credit Union

Hieu (Helena) N. has a diverse work experience, starting in 2016 as a Supervisor at Tasty Pot San Jose. In this role, they demonstrated their leadership skills and successfully managed the daily operations of the establishment until January 2019.

Hieu (Helena) then transitioned to Stanford Federal Credit Union in August 2019, initially serving as a Member Advisor. In this position, Hieu worked with a team to connect with credit union members, providing personalized financial solutions and ensuring a positive experience. Hieu (Helena) also played a key role in increasing member engagement and assisted individuals in upgrading their member level.

After their tenure as a Member Advisor, Hieu took on the role of a Commercial Loan Assistant, where they supported the real estate lending team and contributed to opening and processing trusts, IRAs, personal loans, auto loans, and credit card applications. Additionally, they managed the vault, cash, and audit functions for the branch.

Most recently, Hieu has advanced to the position of Commercial Loan Documentation Specialist at Stanford Federal Credit Union, leveraging their expertise to ensure accurate and efficient loan documentation.

Overall, Hieu (Helena) N. has gained valuable experience in customer service, financial solutions, team collaboration, and leadership throughout their career.

Hieu (Helena) N. began their education at De Anza College in 2014, where they pursued an Associate of Arts and Associate of Science Transfer in Business Administration. After completing their studies at De Anza College in 2017, they moved on to San Jose State University. From 2017 to 2019, Hieu continued their education at San Jose State University, earning a Bachelor of Science in Business Administration with a concentration in Finance. Their focus of study during this time was in the field of Business and Finance.

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Timeline

  • Sr. Commerical Loan Documentation Specialist

    February 1, 2024 - present

  • Commercial Loan Documentation Specialist

    August, 2022

  • Commercial Loan Assistant

    June, 2021

  • Member Advisor

    August, 2019