A results-driven professional with over 10 years of progressive experience in finance and banking, that obtains the ability to direct and manage a team of professionals, while embracing teamwork.
Overview
13
13
years of professional experience
Work History
Branch Manager
Heights Finance
03.2022 - Current
Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
Protected company assets with strategic risk management approaches.
Recommended loan approvals and denials based on customer loan application reviews.
Developed prospects for new loans though weekly cold calling.
Submitted loan applications to loan underwriter for verification and recommendation.
Operations Manager
Orion Federal Credit Union
11.2021 - 02.2022
Maintain a highly motivated, well-trained staff, maintaining effective employee relation.
Maintain ongoing coaching and counseling with team as necessary.
Serve as main vault custodian for the branch, which includes ordering the cash and currency, verifying cash received, maintaining full vault security, and balancing vault cash nightly.
Investigate teller losses and institute corrective flow of work and/or corrective disciplinary actions where required
Financial Aid Advisor
Delta Technical College
06.2021 - 11.2021
Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
Communicated with prospective students to illustrate available financial aid opportunities.
Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Financial Relationship Consultant
Regions Bank
11.2018 - 05.2021
Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions.
Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types.
Ownership and resolution of customer issues.
Ensures safe and sound banking practices including adherence to all applicable laws and regulations.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Branch Manager
World Finance Corporations
08.2011 - 11.2018
Maintained current knowledge of bank policies, Loan Policy, and appropriate regulations.
Participated in team and department meetings.
Preserved existing loans in WFC as needed Performed quality control check back new loans and change in terms for all loan applications.
Reviewed WFC reports to ensure loans are processing appropriately and maintenance system.
Boosted branch sales by developing and deepening customer loyalty through incentive programs.