Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brandi Shrives

Oregon City,OR

Summary

Organized financial services professional with strong track record of successful high-volume application approvals. Proven ability to analyze detailed financial information and identify potential financial risks. Demonstrated aptitude for working collaboratively with clients to maximize their financial opportunities. Hardworking, highly motivated professional eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives. Resourceful and resultsdriven with a passion for growth and efficiency to meet company needs and increase service value.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Advisor Intern

Edward Jones
Sandy , Oregon
10/01/23 - 05.2024
  • Pursued licensure exams and received comprehensive training from October 2023 through May 2024

Mortgage Loan Originator

US Bank
Oregon Cit, OR
10.2020 - 10.2023
  • Analyzed financial documents such as income statements, tax returns and bank statements to assess clients' creditworthiness.
  • Demonstrated strong problem solving abilities when resolving complex issues that arose during the course of a transaction.
  • Provided exceptional customer service to ensure a smooth loan process from start to finish.
  • Negotiated competitive loan terms and conditions to ensure maximum profitability for the company.
  • Established relationships with real estate agents, financial advisors, attorneys, appraisers and other professionals in related fields

VP Branch Manager

Columbia Bank
Oregon City, OR
07.2018 - 09.2020
  • Understands all core products and makes recommendations to customers
  • Satisfactory audits and operational soundness
  • Highly skilled business development/outbound calling
  • Proficient in consumer lending, as well as knowledge in business lending
  • Ensures good internal business relationships
  • Executes and communicates direction and vision of Branch/region/bank to the Branch team
  • Community involvement - visible, active referral source
  • Manages own portfolio and analyze financial statements and tax returns. Recognized in being the top SBA LOC application generator in the entire company for 2019. Met and exceeded all goals in 2019 (Meeting all 6 categories except 1 in first quarter, came in at 98% to goal). Recognized as a top leader in the company and invited to a leadership meeting to brain storm how to recreate our successes within the company.

Branch Manager

US Bank
Oregon City, OR
10.2012 - 07.2018
  • Recognizes and anticipate the needs of the branch to meet budget goals and
  • Education comply with all banking laws and regulations As a Branch Manager I actively coach, lead and motivate employees, directing them to effectively identify the financial needs of our customers
  • Expand the branch's customer base and branch profitability by actively working with in my existing clients as well as be present in the market to bring in new relationships
  • Build meaningful relationships with the people we serve, learning customers' goals and needs, and making appropriate product and service recommendations
  • Empowered to effect real change at work, in personal lives and in the community During my time at US Bank I was recognized for being a top 10% leader in my peer group for over all revenue growth, leading in loan balance and deposit growth, and standing out with my exceptional customer experience scores.

Branch Manager

Washington Mutual/Chase
Molalla , OR
01.2014 - 10.2016
  • Networked around the local area to identify and capture new business opportunities
  • Helped customers with financial problems using a relationship-based approach
  • Recruited and trained top-quality candidates to fill vacancies and maximize the team's performance
  • Enforced sound procedures to maintain adequate control of and secure business assets
  • Reviewed operational data to forecast trends and prepare reports for use in strategic business decision-making.

Education

High School Diploma -

Estacada High School
Estacada, OR
06-1998

Skills

  • Sales Development
  • Credit Check Knowledge
  • Negotiation Tactics
  • Client Interviews
  • Loan Portfolio Growth
  • Strong Relationships
  • Client Serivices
  • Interpersonal, presentation, verbal, and written commiunication skills

Certification

  • Securities Industry Essentials (SIE) Licence
  • NMLS 985015

Timeline

Mortgage Loan Originator

US Bank
10.2020 - 10.2023

VP Branch Manager

Columbia Bank
07.2018 - 09.2020

Branch Manager

Washington Mutual/Chase
01.2014 - 10.2016

Branch Manager

US Bank
10.2012 - 07.2018

Financial Advisor Intern

Edward Jones
10/01/23 - 05.2024

High School Diploma -

Estacada High School

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