Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Anahi Lopez

Poteet,TX

Summary

Dedicated and accomplished Bilingual Branch Manager with a distinguished 8+ year career in the loan financing industry. Proven track record of elevating branch sales, profitability, and overall operation efficiency. Expertise in business development, risk management assessments, credit, and sales. A strategic leader adept at fostering enduring relationships with stakeholders and clients. Demonstrates exceptional proficiency in team management, financial transactions, and implementing effective marketing strategies. Possesses a keen understanding of industry regulations, coupled with a commitment to delivering unparalleled customer services. Prepared to leverage a comprehensive skill set, extensive experience, and bilingual fluency to drive organizational success.

Overview

12
12
years of professional experience

Work History

AB-ME

JP Morgan Chase
04.2024 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Operated various banking systems proficiently, completing transactions swiftly yet meticulously.
  • .Balanced daily transaction reports accurately, adhering to internal controls set forth by the bank management system.
  • Resolved account discrepancies through thorough research and timely communication with clients.
  • Provided exceptional customer service while processing deposits, withdrawals, loan payments, and check cashing.
  • Streamlined the account opening process by gathering necessary documents efficiently and accurately.
  • Supported colleagues by stepping in during peak hours or absences, ensuring consistent productivity levels.
  • Conducted regular audits of teller drawers, maintaining accuracy and compliance with bank policies.
  • Identified cross-selling opportunities and recommended appropriate products to meet customer needs.
  • Assisted customers in opening new accounts, ensuring a smooth onboarding process.
  • Maintained secure cash handling procedures to minimize discrepancies and potential losses.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Trained new hires on customer service policies and procedures.
  • Processed Vault and E-ATM audits in a timely manner.
  • Custodian of the E-ATM
  • Opening and Closing Procedures of the branch to maintain high security for employees and clients.

Branch Manager

Purpose Financial
01.2024 - 04.2024
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
  • Complied with regulatory guidelines and requirements.
  • Examined customer loan applications for loan approvals and denials.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
  • Enhanced branch visibility and market presence by orchestrating community engagement initiatives.
  • Compiled documentation necessary to successfully fund over 30 loans per month.
  • Generated numerous valuable leads through outbound phone calls to local consumers and businesses.
  • Evaluated loan applications to confirm financial status and credit worthiness.
  • Tailored repayment plans for struggling borrowers, minimizing risk of default while maintaining positive client relationships
  • Completed loan contracts by explaining provisions to applicant, obtaining signatures, and notarizations and collecting fees.
  • Maintained accurate records of all loan documentation, supporting efficient audits and reporting processes.

Senior Loan Specialist

Mariner Finance
03.2023 - 08.2023
  • Successfully originated high-quality loans while adhering to strict regulatory requirements and compliance standards..
  • Worked closely with sales teams to identify opportunities for cross-selling products and services, increasing revenue generation.
  • Mentored new hires through onboarding processes ensuring smooth integration into the team.
  • Maintained confidentiality, ensuring the secure handling of client information.
  • Assisted customers in completing loan applications and related paperwork.
  • Submitted loan applications to underwriters for verification and recommendations.
  • Evaluated customer loan applications, making decisions on approvals and denials.
  • Guided customers in understanding loan terms, facilitating informed decision-making.
  • Utilized risk management strategies to achieve high loan approval rates.
  • Proactively identified solutions for customers facing credit challenges.
  • Verified insurance coverage for auto loan applicants.
  • Processed and issued payoff checks in compliance with company policies.
  • Garnered 5-star reviews from loyal customers.
  • Assisted the Branch Manager in generating monthly reports.
  • Specialized in car title loans, including Form 130-U and Power of Attorney (POA) processes.
  • Consistently facilitated approximately 30 loans per month as Loan Specialist, including 5 title loans, contributing to a monthly ledger gain of $100k.

Branch Manager

Heights Finance
04.2022 - 12.2022
  • Develop sales strategies, increasing annual sales and fostering customer growth.
  • Assessed employee performance, implementing, improvement plans.
  • Proactively managed tasks, met deadlines, and streamlined processes.
  • Enhanced branch production rates by managing staff conflicts, evaluations, and HR processes.
  • Maintained a professional customer interactions, ensuring a friendly environment.
  • Oversaw branch growth, profitability, delinquency, and charge-off control.
  • Conducted interviews, hired, and trained employees, fostering new promotions.
  • Managed the overall process of loan new loans and refinances, ensuring adherence to policies.
  • Processed loan applications, evaluating and recommending adjustments.
  • Submitted loan applications to underwriters for verification and recommendations,
  • Implemented decision-making processes to determine qualified loan amounts.
  • Achieved a significant ledger increase from $600k to $900k in a lapse of 6 months.
  • Expanded accounts from 300 to 450, while effectively managing collections and adverse actions.
  • Processed loan payments, overpayments, and payoffs with precision.
  • Ensured timely delivery of payoff documents.
  • Specialized in customer service and collections for various late accounts.
  • Managed and controlled branch expenses efficiently.
  • Conducted daily meetings to set expectations for branch goals.
  • Maintained a clean environment for both customers and staff.

Branch Manager

Barri Financial Services
09.2013 - 06.2020
  • Oversaw operations for two fully staffed branches, each branch with four employees.
  • Recruited and trained 15 new employees to fill vacant positions.
  • Specialized in check cashing and handled up to $150k in money transactions per branch.
  • Demonstrated expertise in money wires, bill payments, phone reloads, and lotto sales.
  • Provided exceptional customer service to ensure positive client experience.
  • Possessed knowledge in military lending practices (MLA) and car title loans.
  • Conducted field visits and excelled as a specialist in collection calls.
  • Scheduled team members to foster branch growth and stability
  • Effective managed and controlled branch expenses.
  • Developed daily and weekly plans to execute branch goals.
  • Trained four employees for future promotions within the organization.
  • Successfully transitioned traditional stores into loan-focused establishments.
  • Achieved a 200% increase in sales transactions within the first year, from 400 units to almost 2000 units per month.
  • Increased the ledger from $100K to nearly $350k within the initial year of employment.
  • Promoted four employees to higher management positions based on their success and contributions.

Education

BBA - Business Management And Entrepreneurship

Palo Alto College
San Antonio, TX
12-2025

Associate of Arts -

St. Phillips College
San Antonio, TX
08-2016

Skills

  • Business Development
  • Credit Management
  • Sales Optimization
  • Team Leadership
  • Financial Transactions
  • Risk Management
  • Collections Strategies
  • Marketing Proficiency
  • Operational Excellence
  • Safes and Coin Counters
  • Product Training
  • Staff Training
  • Bilingual Proficiency (English/Spanish)

Accomplishments

  • Achieved the distinguished title of "Employee of the Year" at Barri Financial Group/Services in both 2014 and 2016, showcasing consistent excellence and dedication. Additionally, earned recognition as the "Best Branch Manager of the Year" in 2018, a testament to exceptional leadership and outstanding contributions to the organization's success.

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

AB-ME

JP Morgan Chase
04.2024 - Current

Branch Manager

Purpose Financial
01.2024 - 04.2024

Senior Loan Specialist

Mariner Finance
03.2023 - 08.2023

Branch Manager

Heights Finance
04.2022 - 12.2022

Branch Manager

Barri Financial Services
09.2013 - 06.2020

BBA - Business Management And Entrepreneurship

Palo Alto College

Associate of Arts -

St. Phillips College

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Anahi Lopez