Carolyn Franzese
Selden,NY
Summary
Dedicated banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Clear understanding of company growth expectations as it relates to retail branch operations including consumer and mortgage lending. Motivated to learn, grow and excel.
Overview
20
20
years of professional experience
Work History
Financial Services Manager
Teachers Federal Credit Union
Holbrook , NY
2013.08 - Current
- Established and enforced operational policies and procedures to maintain efficient and effective branch operations.
- Developed improvement plans to continuously develop individual and group performance, knowledge and abilities.
- Coordinated efficient branch operations by effectively supervising employees, delegating assignments and personally handling routine and advanced problems.
- Increased new bank relationships within local community through superior lobby engagement practices.
- Increased loan production in 2021. Attained closed end goal by 203% and 148% in open end loan goal.
- Supervised branch personnel and motivated to maintain customer service and performance standards.
- Conducted reviews and evaluations for all staff up to and including monthly 1:1's creating effective communication at all levels.
- Overseen establishment of new accounts while updating existing memberships with current personal and business information including additional financial needs.
- Supported regional director with special projects and additional job duties such as preparation of weekly regional meetings
- Performed in role of Loan Officer for consumer lending applications received at branch level.
- Recommended loan approvals and denials based on customer loan application reviews.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Successfully closed average of [Number] loans per month.
- Monitored consumer loan pipeline to track and follow-up for loan closing or additional opportunities.
- Assisted in recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance results.
Assistant Branch Manager
Teachers Federal Credit Union
Port Jefferson , NY
2012.04 - 2013.08
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supervised team 15 branch employees and made recommendations regarding performance evaluations.
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
- Demonstrated knowledge of branch financial products and consumer loans.
- Effectively operated as Loan Officer 2 level.
- Assisted loan officers and processors to complete loan applications on time.
- Performed title searches, reviewed insurance documentation, and all supporting closing paperwork for quality control.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
Quality Assurance Training Specialist
Teachers Federal Credit Union
Hauppauge , NY
2003.02 - 2012.04
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Monitored participant workflow and behaviors throughout training process.
- Performed continuous evaluations of content and plans in order to enhance delivery and improve effectiveness.
- Gathered and organized supplementary material to support structured lessons.
- Developed effective training manuals, modules and teaching aids.
- Collaborated with management to identify company training needs and scheduling.
- Reviewed effectiveness of programs and proposed updates to maximize success.
Education
Liberal Arts And General Studies
Suffolk County Community College
Selden, NYSkills
- Adaptable to Changing Conditions
- Prioritizing and Planning
- Operational Efficiency
- Loan Processing
- Loan Underwriting
- Proficient in Salesforce/ Core systems
Timeline
Financial Services Manager
Teachers Federal Credit Union
2013.08 - Current
Assistant Branch Manager
Teachers Federal Credit Union
2012.04 - 2013.08
Quality Assurance Training Specialist
Teachers Federal Credit Union
2003.02 - 2012.04
Liberal Arts And General Studies
Suffolk County Community College
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