Brandon Morales
Port Orange,FL
Summary
Dedicated and results-oriented professional with a proven track record in operations management and financial consulting. Expertise in leading teams, optimizing business processes, and driving revenue growth. Skilled in fostering strong client relationships and navigating complex financial solutions. Eager to leverage exceptional analytical, customer service, and managerial skills to transition into the banking industry and contribute to organizational success.
Overview
7
7
years of professional experience
Work History
Operations Manager
Aspen Dental
07.2023 - Current
- Oversee all operational aspects of the dental practice, supporting doctors in delivering exceptional patient care and building lasting client trust.
- Manage a team of office staff through hiring, development, and retention strategies to maintain operational excellence.
- Consult with patients on treatment options, insurance coverage, and payment plans, ensuring clarity and satisfaction.
- Analyze and optimize monthly business performance metrics, managing profit and loss statements to achieve financial goals.
- Prepare and lead daily team huddles to align on patient care priorities and enhance business outcomes.
Mortgage Consultant
Brown & Brown
03.2018 - 06.2023
- Provided tailored mortgage solutions through in-depth consultations that assessed clients' financial situations and goals.
- Stayed up-to-date on market trends and lending options to offer informed guidance on various mortgage products.
- Managed the end-to-end mortgage application process, ensuring timely submission of accurate documentation.
- Educated clients on financial concepts such as mortgage terms and interest rates to empower decision-making.
- Cultivated relationships with clients, real estate professionals, and lending institutions to ensure smooth transactions.
- Addressed challenges during the mortgage process with professionalism and agility, upholding client satisfaction.
Education
High School Diploma -
Penn Foster Career School
Scranton, PA10-2017
Skills
- Client relationship management
- Financial consultation
- Compliance
- Market analysis
- Problem-solving
- Business operations
- Financial performance analysis
- Team leadership
- Customer service
- Strategic planning
Timeline
Operations Manager
Aspen Dental
07.2023 - Current
Mortgage Consultant
Brown & Brown
03.2018 - 06.2023
High School Diploma -
Penn Foster Career School
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