Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
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Asher L Walker

Lexington,OR

Summary

Natural leader experienced in driving great team successes by coaching and motivating team members to increase financial profitability, operational efficiency, and customer satisfaction. Record of performance in meeting organizational objectives. Excellent interpersonal skills, working well with others, in both supervisory and support staff roles.

Overview

12
12
years of professional experience

Work History

Director of Client Services

Yellowstone Local Recruiting And Marketing
2024.02 - Current
  • Enhanced client satisfaction by implementing streamlined communication strategies and personalized service plans.
  • Boosted company revenue through the development of strong relationships with key clients and partners.
  • Increased client retention rates by providing exceptional support, feedback, and ongoing relationship management.
  • Expanded the client base by targeting new markets and industries, resulting in a significant increase in new business opportunities.
  • Streamlined internal processes for better workflow management and improved cross-functional collaboration within the organization.
  • Implemented innovative training programs to improve staff knowledge, skills, and overall efficiency in delivering superior services to clients.
  • Led Recruitment and Sourcing teams responsible for maintaining strong relationships and results for high-value clients, ensuring long-term loyalty and repeat business opportunities.

Team Lead L Client Success

Yellowstone Local Recruiting And Marketing
2023.09 - 2024.02
  • Evaluated client problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.
  • Hosted bi-weekly coaching and monthly performance evaluations for the Client Success Team. Kept end-of-day huddles to keep all parties abreast of the changing environment.
  • Provided training, coaching, and assessments to both the Client Success and International Recruiting Team
  • Managed existing client renewals, retention, keeping accounts, information, and documents in conformance with compliance standards.
  • Created process and performance metrics for upsells and expansions. Led the team by over 200%
  • Assisted clients with strategic processes and provided with necessary tools to achieve success.
  • Lead and created operational efficiencies in international Filipino recruiting team
  • Created new policies, standard operating procedures, processes and procedures for operational excellence in a start up environment
  • Created onboarding process and journey mapping for new clients and participated in their onboarding
  • Utilized Recruitee, HubSpot, ClickUp and Google Tech Stack as well as Indeed Campaigns

Client Success Manager

Yellowstone Local Recruiting And Marketing
2022.07 - 2023.09
  • Enhanced client satisfaction by proactively addressing concerns and providing tailored solutions.
  • Streamlined communication between clients and internal teams for smoother project execution.
  • Developed strong relationships with key stakeholders, fostering long-term partnerships and loyalty.
  • Analyzed client feedback to identify areas of improvement for product offerings and services.
  • Managed a diverse portfolio of clients, ensuring timely delivery of products and services to meet their unique needs.
  • Collaborated with cross-functional teams to develop innovative, client-centric strategies and drive business growth.
  • Implemented efficient processes for tracking client interactions, improving overall organization and response times.

Mortgage Loan Officer

Truist
2021.10 - 2022.07
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Fielded customer complaints and provided solutions.

Mortgage Loan Officer

Rocket Mortgage
2021.02 - 2021.10
  • Exceeded goal monthly by 150% and over
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Implemented sales strategies that established relationships with realtors and CPAs.
  • Fielded customer complaints and provided solutions.
  • Explained different types of loans pertaining to client situations.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.

Operations Supervisor- Private Banking

Allegacy Federal Credit Union
2018.05 - 2021.02
  • Consulted with long-term, new and prospective Private Banking members to anticipate needs and propose solutions to drive sales.
  • Implemented comprehensive needs assessment mechanisms and comprehensive ways to track progress and results for products and services
  • Recommended, planned, and implemented, strategies which increased lending and deposit dollars at record highs for the Top Tier of our member base
  • Fulfilled Private Banker responsibilities as needed for existing and new relationships, for both retail and commercial
  • Managed lending pipelines for cross selling opportunities, created an expedited process for lending, and member experience
  • Pulled weekly reports to follow up with cross selling opportunities, conquest dollars, and increased productions, constantly analyzing and reviewing for further efficiencies
  • Worked to help implement programs both in lending and Payment Systems to service top tier Foreign Nationals coming from all around the world, learning and making new policies around these individuals
  • Created comprehensive IRA instructions and checklist for the Private Banking Team
  • Motivated and trained employees to maximize team productivity.
  • Encouraged and promoted ideas aligned to business needs and benefits.

Member Consultant

Allegacy Federal Credit Union
2016.08 - 2018.05

-Branch Operations including audit packets, alarm testing, and branch/ cashbox audits

-Worked from the teller line to assist in transactions and look for further immediate opportunities to serve member base.

-Built strategic partnerships within Private Wealth and Investment group to increase personal and team production.-

-Lending Representative- All consumer loans and Home Equity and Real Estate Lending, providing expert professional advice achieving each member's financial goal.

-Built strategic partnerships within Mortgage to increase production both personally and for my team.

-Tested and helped to develop innovative procedures and technology for both Learning and Performance and the Investment Group.

-Designated back up leadership for mitigation of deposit dollars lost and keeping track of any monies that may have left the credit union.

Membership Service Specialist

Truliant Federal Credit Union
2012.05 - 2016.08
  • Account Management and member relations
  • Balanced branch ledgers for teller outages and errors and omissions, assisted in audits, balanced bank vault and managed shipments of cash in rotation
  • Proficient in both Federal Banking and Lending procedures and laws and regulations
  • Exceeded Loan Production monthly on average by 125%
  • Coached Peers toward goals and helped in providing reviews to realize gain employee efficiency, accuracy, and personal goals and achievement.
  • Provided expert financial advise on mortgage, educational, and personal loans, as well as commerical products.
  • Led huddles and meetings for team commitments and results
  • Developed new business intelligence to increase production
  • Provided expert financial advice on mortgages and both educational and personal loans
  • Assisted Executive level credit officers with complex applications and data entry.

Intelligence Technician

United States Navy
2010.11 -
  • Attending Great Lakes Recruiting Command to undergo Basic Training to Serve in the United States Navy.
  • Attention to Detail
  • Team Work
  • Ability to quickly learn and retain knowledge needed to serve our country.
  • Honorable Discharge: Medical

Education

Associate of Arts - Business Management

Forsyth Tech Community College
Winston Salem, NC
2015

Skills

  • Relationship Management
  • Recruiting and Hiring
  • Client Retention Strategies
  • Financial Acumen
  • Business Development
  • Budget Management
  • Employee Development
  • Business Administration
  • Team Development
  • Data Collection and Analysis
  • Exceptional organizational skills
  • Operations and Process Driven
  • Creative Problem Solver
  • Strongly Member/Team Relationship Driven
  • Leading International Teams Experience
  • Negotiation and Conflict Resolution

Accomplishments

TruStar Award: Truliant Company Award

  • Increased New Branch Production over 50% in a year, both in Deposits and in Lending.
  • Worked with Underwriting team and front line staff to implement scheduling link on website
  • Best of the Best Recognition- Recognition/Award given by peers or member base.
  • Women's Conference Training
  • Created Company Distributed "Truth in Checking Document" for company wide Front Line Staff engagement
  • Created "APY Conversion and Penalty/Rate Comparison" Calculator distributed company wide to Front Line Staff.
  • Vitality Champion
  • Branch Champion
  • Selected as Structured on the Job Training Coach
  • Worked on a Piloted Project for Road Maps from the Investment Group
  • Formal Etiquette Training

Rocket Mortgage

  • Top Conversion Award- Award for Top Conversion in whole region of a nationwide company
  • 1st Place Metal of achievement for highest loan production

Affiliations

Mortgage Licenses (SAFE) Federal and State level include: CA, CO, GA, IL,IN, IA, ME, MN, OK, SD, TX, and VA.

Junior Achievement Program Circles Program "Bridges Out of Poverty"American Heart Association

Allegacy:

  • Presented and prepared presentations for high-risk students to educate our youth and discourage drop outs.
  • Create and provide resources for people in this program that are in severe poverty to break the cycle of poverty.
  • Chair for Truliant Chapter: raising awareness, getting community involvement, and organizing the annual "Heart Walk".

March of Dimes

  • Volunteer: Lead Fund Raiser and organized annual "Walk for Babies", and raise awareness
  • Financial Education Committee

Timeline

Director of Client Services

Yellowstone Local Recruiting And Marketing
2024.02 - Current

Team Lead L Client Success

Yellowstone Local Recruiting And Marketing
2023.09 - 2024.02

Client Success Manager

Yellowstone Local Recruiting And Marketing
2022.07 - 2023.09

Mortgage Loan Officer

Truist
2021.10 - 2022.07

Mortgage Loan Officer

Rocket Mortgage
2021.02 - 2021.10

Operations Supervisor- Private Banking

Allegacy Federal Credit Union
2018.05 - 2021.02

Member Consultant

Allegacy Federal Credit Union
2016.08 - 2018.05

Membership Service Specialist

Truliant Federal Credit Union
2012.05 - 2016.08

Intelligence Technician

United States Navy
2010.11 -

Associate of Arts - Business Management

Forsyth Tech Community College
Asher L Walker