Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Work History
Office Manager
3 Years 2 Months
Power Credit Union | Pueblo, Colorado | 08.2023 - Current
Maintained friendly and professional customer interactions.
Assessed employee performance and developed improvement plans.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Engaged employees in business processes with positive motivational techniques.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Assessed employee performance and developed improvement plans.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Maintained scheduling for main branch to keep shifts appropriately staffed.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Mortgage Loan Originator
3 Years 4 Months
U.S. Bank | 01.2020 - 05.2023
Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Prepared documents for customers, submitting and overseeing through each step of closing process.
Interviewed applicants to assess loan requirements before suggesting offers.
Generated 17+ mortgage loan units at volume of $4,250,00 yearly
Responsible for attending client closings, local business association meetings, provided product training meetings to branch partners. Conducted outside business generating activities such as attending open houses, sponsoring client luncheons while maintaining business development activities within RESPA compliance and within all regulatory standards; bank policy & best practices determined by regulators
Credit Union Manager
2 Years 1 Month
Power Credit Union | 12.2017 - 01.2020
Maintained friendly and professional customer interactions.
Assessed employee performance and developed improvement plans.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Engaged employees in business processes with positive motivational techniques.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Assessed employee performance and developed improvement plans.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Maintained scheduling for main branch to keep shifts appropriately staffed.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Construction Funding Processor
Pueblo Bank & Trust
Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
Collected and compiled paperwork including title abstracts, insurance paperwork, loan files and tax histories.
Responsible for prompt, efficient, and compliantly gathering necessary documents to complete construction draw process including processing, funding, and handling all draws along with all modifications to project budget throughout the building process ensuring file completion and accuracy complying with all company, state, federal regulation including adherence to all RESPA & Fair lending laws effective communicating progress to loan officer, member, builders, inspectors, title and management as necessary
Finance Manager
Onemain Financial, Inc. Onemain Financial
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Managed branch sales, customer service, finances and recordkeeping.
Increase employee productivity by 25% from 80 loans to 100 loans monthly by interacting with employees, clients, and daily coaching resulting in employees exceeding monthly, quarterly, and yearly production numbers while increasing customer satisfaction rating from 68% to 80% service satisfied thus resulting in high levels of present client renewals
Managed team of minimum 6 employees to 30 employees 10+ years; Successfully trained, coached with preferred technique of curbside coaching, promoted employees to assistant manager and branch managers as well as having employees filling in at other locations as needed and ability to provide excellent leadership to team members
Extensive experience in auto finance average 15+ loan units at volume of $300,000 monthly, production of personal loan at average of 15+ loan units at volume of $150,000
Education
Bachelor of Science - Accounting
Colorado State University - Pueblo | Pueblo, CO
Relevant Coursework: Individual Tax Preparation
Skills
Government Standards
Financial Information Monitoring
Compliance Adherence
Principal
Interest and Payment Calculation
Revenue Generation
Staff Supervision
Bank Procedures
Loan Procurement
Information Processing
Client Account Management
Processing Loan Applications
Credit Check Knowledge
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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