Brendana Stone
Shelbyville
Summary
Efficiently plans, directs, and coordinates workers' activities in various establishments such as branch banks, brokerage firms, risk and insurance departments, or credit departments. Establishes and maintains relationships with individuals and business customers, providing assistance with any issues they encounter. Evaluates and makes decisions on lines of credit and commercial, real estate, and personal loans. Highly motivated self-starter with exceptional reading comprehension, personnel management, teaching, and time management abilities. Capable of effectively networking within communities to attract new business opportunities. Strong analytical skills to assess team strengths and utilize individual talents to achieve organizational objectives.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Residential Living Advisor
Horizons Youth Services
04.2024 - 01.2025
- Guided clients to optimal housing solutions, ensuring satisfaction through personalized recommendations.
- Conducted thorough assessments of client needs for effective living arrangements.
- Improved client outcomes by providing tailored advice based on individual preferences and requirements.
- Enhanced housing satisfaction with customized living plans.
- Resolved living issues efficiently, enhancing client experience.
- Maintained a safe and healthy environment for residents, conducting regular safety checks and addressing concerns promptly.
Financial Services Representative
US Bank
07.2022 - 04.2024
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
- Negotiated with product providers to secure exclusive deals, offering clients competitive investment options.
Residential Living Supervisor
Horizons Youth Service
11.2019 - 07.2022
- Improved team communication with regular meetings and feedback sessions.
- Managed team schedules for optimal productivity and resource allocation.
- Developed training programs for new hires to ensure a smooth onboarding process.
- Facilitated professional development opportunities for team members to enhance skills.
- Coordinated daily operations to ensure smooth workflow and efficiency.
Branch Manager
JP Morgan Chase
06.2010 - 03.2014
- 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.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Branch Manager
Citizens Union Bank
09.2000 - 04.2010
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Examined customer loan applications for loan approvals and denials.
Property Manager
ResCare Job Corp Division
07.1998 - 09.2000
- Coordinated with maintenance staff to ensure timely completion of repairs, minimizing downtime for tenants and maintaining property aesthetics.
- Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
- Increased property occupancy rates by effectively marketing available units and conducting thorough tenant screenings.
- Provided ongoing training opportunities for staff, promoting professional growth and fostering a cohesive team environment.
Education
Kentucky Life Insurance -
Kentucky Department of Insurance
Kentucky Health Insurance Certificate -
Kentucky Department of Insurance
High School Diploma - College Prep.
Bradwell Institute
Hinesville, GASkills
- Internet browser software
- Human resources software
- Oracle PeopleSoft
- Microsoft Office software
- Office suite software
- Oracle software
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Customer relationship building
- Sales goals
- Financial product sales
- Portfolio management
Certification
- NMLS Certified
- Notary Public
Timeline
Residential Living Advisor
Horizons Youth Services
04.2024 - 01.2025
Financial Services Representative
US Bank
07.2022 - 04.2024
Residential Living Supervisor
Horizons Youth Service
11.2019 - 07.2022
Branch Manager
JP Morgan Chase
06.2010 - 03.2014
Branch Manager
Citizens Union Bank
09.2000 - 04.2010
Property Manager
ResCare Job Corp Division
07.1998 - 09.2000
Kentucky Life Insurance -
Kentucky Department of Insurance
Kentucky Health Insurance Certificate -
Kentucky Department of Insurance
High School Diploma - College Prep.
Bradwell Institute
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