Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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AMBERLEE MATHEWS

Las Vegas,NV

Summary

Results-driven management professional with extensive experience in leading branch operations and maximizing efficiency. Known for fostering collaborative work environment and achieving high-performance results. Reliable and adaptable, with excellent skills in leadership and client relations.

Overview

14
14
years of professional experience

Work History

Branch Manager

All Nevada Insurance
01.2018 - 10.2021
  • Responsible for increasing the overall performance and sales goals for all agents
  • Maintain compliance within multi state accordance
  • Increased efficiency and drove branch revenue by optimizing daily operations
  • Designed sales and service strategies to improve revenue and retention
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organizations from fines and lawsuits
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products
  • Planned work schedules to maintain adequate staffing levels
  • Disciplined employees to encourage compliance with company policies and procedures
  • Created and maintained branch solvency by controlling assets and proper credit extension
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty

Sales/Marketing Manager

State Farm
01.2013 - 01.2018
  • Responsible for increasing the overall sales performance for all team members and agents
  • Processing all customer payments and updating files accordingly
  • Maintained compliance within state guidelines
  • Responsible for interviewing loan applicants, reviewing applicant financial data and approving or rejecting loans, among other duties
  • General Responsibilities Sales, Marketing and Processing
  • Diversified and strengthened plans for increasing market share, penetration and customer engagement
  • Oversaw budgets, developed strategic plans and built partnerships to enhance growth and profits
  • Tracked KPIs, optimized strategies and reported on success of different campaigns, initiatives and events
  • Contributed expertise to build successful marketing strategies, including direct, partner and social media approaches
  • Integrated communications campaigns to create awareness, develop pipelines and bring in new customers
  • Defined marketing collateral and program strategies by working closely with product management teams
  • Managed canvassing strategies to generate appointments for outside sales teams
  • Coached, developed and motivated team to achieve revenue goals

Loan Processor

Proficio Mortgage Ventures
01.2008 - 12.2013
  • Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing
  • Maintained a fast-paced schedule by consistently providing satisfactory application approval turnaround times
  • Created and completed loan submission packages
  • Maintained complete confidentiality of submitted information according to release guidelines
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders
  • Conducted post-closing review of loans to verify documentation requirements
  • Helped lending staff set up files for new and existing loans
  • Interfaced with borrowers to obtain needed items and prepare applications for underwriting review
  • Inspected loan package documentation to spot suspicious or fraudulent documentation

Education

High School Diploma -

Green Valley High School
Henderson, NV
06-2007

Skills

  • Branch operations management
  • Customer service
  • Customer relationships
  • Excellent time management skills

Accomplishments

  • Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.
  • Supervised team of 25 staff members.
  • Repeatedly received recognition from superiors for excellence in service.

Timeline

Branch Manager

All Nevada Insurance
01.2018 - 10.2021

Sales/Marketing Manager

State Farm
01.2013 - 01.2018

Loan Processor

Proficio Mortgage Ventures
01.2008 - 12.2013

High School Diploma -

Green Valley High School

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AMBERLEE MATHEWS