Ana C Marin
San Diego,CA
Summary
Seasoned Senior Executive adept at increasing profit margins by growing sales and reducing costs. Hands-on, proactive manager with an adaptable and creative approach.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Assistant Vice President
Lendmark
San Diego, CA
07.2021 - Current
- Prepared reports outlining progress on projects, budgets, staffing needs.
- Worked closely with other executive team members on strategic planning initiatives.
- Assisted in developing training materials for employees across various departments.
- Maintained up-to-date records of personnel files including performance reviews, disciplinary actions.
Branch Manager
Lendmark
San Diego, CA
07.2014 - 07.2021
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
Financial Representative
Lendmark
San Diego
12.2007 - 07.2014
- Provided timely responses to customer inquiries about financial products and services.
- Secured long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs.
- Ensured accuracy of all documentation related to client accounts.
Skills
- Business strategy creation
- Policy compliance
- Financial analysis and planning
- Hiring and coaching
- Human Resources Management
- Risk Management
- Issue Resolution Skills
- Consulting
Languages
Spanish
Native/ Bilingual
Certification
- Licensed Residence Insurance Producer
- Division Branch of the Year 2021 and 2022
- Choice Award 2021 and 2022
- AVP award trip 2021
- Top AVP for 2021
Timeline
Assistant Vice President
Lendmark
07.2021 - Current
Branch Manager
Lendmark
07.2014 - 07.2021
Financial Representative
Lendmark
12.2007 - 07.2014