Dynamic Manager with extensive experience in loan application management, staff training and proven customer service. Recognized for problem-solving skills and dedication to high customer service standards, driving significant improvements in client satisfaction and operational efficiency.
Overview
8
8
years of professional experience
Work History
Direct Support Professional
Consumer Direct Care Network
Pocatello, ID
11.2021 - Current
Supported up to 4 individuals with disabilities in daily living activities to promote independence and quality of life.
Monitored client progress, documenting changes and adjusting support strategies as necessary for optimal outcomes.
Implemented personalized care plans based on individual needs and preferences to enhance service delivery.
Coordinated recreational activities tailored to client interests, promoting socialization and mental well-being.
Assisted clients with daily living needs to maintain self-esteem and general wellness.
Assisted with crisis intervention to de-escalate challenging behavior and maintain peaceful encounters.
Transported clients to medical and dental appointments to provide support.
Loan Manager/Tax Professional
Liberty Tax & Loans
Pocatello, ID
06.2020 - 03.2026
Managed u loan application processes, ensuring compliance with regulatory standards and company policies.
Evaluated creditworthiness of applicants, utilizing financial analysis tools to assess risk.
Developed and maintained relationships with clients to facilitate loan approvals and address inquiries.
Trained junior staff on loan processing procedures and customer service best practices.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Completed and filed returns with tax departments at local, state, and federal levels.
Provided information about available products and services to clients, resulting in increased business opportunities.
Maintained up-to-date knowledge of evolving tax legislation, proactively informing clients about relevant changes impacting their financial situation.
Consistently met sales targets through proactive client outreach and relationship building efforts.
Managed a diverse portfolio of up to 175 loans, ensuring all accounts remained current and well-maintained through diligent oversight.
Assistant Store Manager
Common Cents Food Stores
Pocatello, ID
09.2018 - 06.2020
Assisted in daily operations to ensure store efficiency and customer satisfaction for hundreds of customers daily.
Trained and mentored new staff on operational procedures and customer service best practices.
Implemented inventory management strategies to optimize stock levels and reduce shrinkage.
Analyzed sales trends to develop promotional strategies that enhanced store performance.
Enhanced visual merchandising standards to create an inviting shopping environment for customers.
Managed 2 cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.