Alexis Stone
Somerset,KY
Summary
Seasoned Assistant Branch Manager with a proven track record at Heights Finance, enhancing operational efficiency and fostering client relationships. Expert in financial software and risk management, I excel in team development and leadership, significantly improving branch service quality. My strategic approach to banking operations and commitment to excellence drive sustainable growth and operational success.
Overview
6
6
years of professional experience
Work History
Assistant Branch Manager
Heights Finance
Somerset, KY
09.2021 - 11.2024
- Developed strategy to achieve target sales goals.
- Analyzed financial data and prepared reports on the branch's performance for senior management.
- Evaluated operational processes regularly in order to identify areas for improvement.
- Evaluated credit application to determine risk factors and financial feasibility.
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Grew business banking relationships through proactive outreach.
- Provided training to new employees on company policies and procedures.
- Identified opportunities for improvement within the branch environment and implemented solutions accordingly.
Collection Call Center Representative
Eos
Somerset, KY
07.2020 - 09.2021
- Developed effective working relationships with team members across multiple departments.
- Updated customer accounts, addresses and contact information within call management databases.
- Updated system with order specifics and customer details, preferences, and billing information.
- Provided top quality control and eliminated downtime to maximize revenue.
- Navigated through computer systems to review information and respond appropriately to callers.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Maintained high levels of professionalism while interacting with customers via phone or email.
- Performed outbound calling campaigns to promote new products or services.
Call Center Representative
Senture
London, KY
01.2019 - 07.2020
- Accepted and processed customer payments and applied toward account balances.
- Collected delinquent payments, contacting borrowers by telephone or correspondence to obtain payment.
- Identified reasons for delinquency to assist customers in resolving payment issues.
- Identified opportunities for process improvement within the department.
- Reported any suspicious activity or fraud attempts immediately.
- Prepared letters, memos and other documents using word processing or spreadsheet software,
- Provided support in the resolution of escalated complaints.
- Adhered to all applicable laws when collecting debts.
- Answered customer questions regarding account discrepancies or problems.
Education
High School Diploma -
West Brunswick Highschool
Shallotte, NC05-2016
Skills
- Account collections
- Loan application evaluation
- Annual budget management
- Banking
- Branch service quality
- Audit monitoring
- Loan application assessment
- Financial software
- Relationship building and management
- Team development
- Strong leadership
- Compliance management
- Operations management
- Loan expertise
- Staff education and training
- Loans
- Regulatory compliance
- Cash handling
- Risk management
- Client relationship management
- Operational efficiency
Timeline
Assistant Branch Manager
Heights Finance
09.2021 - 11.2024
Collection Call Center Representative
Eos
07.2020 - 09.2021
Call Center Representative
Senture
01.2019 - 07.2020
High School Diploma -
West Brunswick Highschool
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