Alex Safe
Annandale,MN
Summary
Community relationship bank manager with a 4-year track record of motivational leadership, staff support and development, and operational excellence. Ready to take on manager responsibilities in your organization. Strong experience in managing business relationships, operational practice and controls; coaching and directing both individuals and team work flows; invigorating team meetings and training sessions. Proven success in exceeding goals and metrics while balancing operational precision.
Overview
7
7
years of professional experience
Work History
Retail Branch Manager, Officer
The Bank of Elk River
10.2023 - Current
- Oversee day-to-day operations including all branch needs, weekly metric reporting, and pipeline management to further enhance team performance and efficiency
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Networked with local businesses to establish long-standing relationships and enhance loan and deposit growth.
- Maintained database systems to track and analyze operational data.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Optimized branch productivity through continuous improvements in processes, procedures, and staff training initiatives.
- Spoke publicly on behalf of the bank to advocate for community leaders in the area whom made a meaningful impact.
Assistant Manager - Wealth Investments Management
Wells Fargo
03.2021 - Current
- Provide operational support, management and training of 30+ employees by serving as primary point of contact for senior leadership in order to pass down company goals and initiatives
- Troubleshoot, guide and direct staff on complex loan fulfillment and procedural issues to mitigate processing delays for clients; escalating and clarifying to senior management when necessary
- Communicate expectations with staff, establish positive team work environment and resolve all staff inquiries utilizing Microsoft Teams, Outlook, OneNote and Skype
- Review and assess Tableau data and dashboards to analyze loan fulfillment team processing performance to guide individual and team work improvements
- Partner closely with Financial Advisors and Private Mortgage Bankers building trusting relationships that generated over 4.5 billion in funded loans for 2022
Senior Mortgage Processor - Wells Fargo Advisors
Wells Fargo
10.2020 - 03.2021
- Consulted with outside vendors to identify and resolve loan closing issues
- Performed mentorship of new hires, which was opportunity offered by management due to performance
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process
- Moved loans to closing on average of 34.7 days on purchases, and 67.6 days on refinances YTD
Mortgage Processor - Relocation Connection
Wells Fargo
01.2020 - 10.2020
- Coordinated closing process with attorneys, title companies, and government clerks
- 27 loans funded in first 3 months, averaging 9 loans funding monthly while business line average is 5.9 loans funding monthly
- Performed mentorship of new hires, which was opportunity offered by management due to performance
- Maintained accurate records of loan processing activities and documents in CRM system
Account Manager
International Cruise & Excursions
01.2019 - 09.2019
- Exceeded minimum gross revenue goal by 165% in best sales cycle
- Excellent interpersonal skills, able to overcome objections and build ongoing relationships collaborating with customers
- Proficient at upsell/cross-sell opportunities with inbound/outbound leads
Recruiting and Sales Specialist, Contractor
Tivitiy Health, Healthcare
06.2018 - 01.2019
- Sold network benefits to potential healthcare providers
- Exceeded sales goal 29/32 weeks
- Created personal daily action plans and weekly pivot tables generating updated account status for call lists
Education
Bachelor of Science -
Minnesota State University, Mankato
Mankato, MNAssociate of Arts -
Itasca Community College
Grand Rapids, MNSkills
- Staff Development
- Operational Efficiency and Safety
- Project Management
- Time Management
- Staff Management
- Customer Relationship Management
Timeline
Retail Branch Manager, Officer
The Bank of Elk River
10.2023 - Current
Assistant Manager - Wealth Investments Management
Wells Fargo
03.2021 - Current
Senior Mortgage Processor - Wells Fargo Advisors
Wells Fargo
10.2020 - 03.2021
Mortgage Processor - Relocation Connection
Wells Fargo
01.2020 - 10.2020
Account Manager
International Cruise & Excursions
01.2019 - 09.2019
Recruiting and Sales Specialist, Contractor
Tivitiy Health, Healthcare
06.2018 - 01.2019
Associate of Arts -
Itasca Community College
Bachelor of Science -
Minnesota State University, Mankato
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