David Thurber
Hidden Valley Lake,CA
Summary
Accomplished Vice President - Branch Manager at Tri Counties Bank, adept in business development and risk management. Demonstrated excellence in staff development and client relationship building, enhancing branch productivity significantly. Skilled in coaching and mentoring, with a proven track record of fostering strong customer and vendor relationships. Achieved notable company growth by leveraging cross-functional team leadership and decision-making skills.
Overview
19
19
years of professional experience
Work History
Vice President - Branch Manager
Tri Counties Bank
03.2017 - Current
- Increased company growth through collaboration with sales and marketing departments.
- Identified opportunities to improve business process flows and productivity.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Represented organization at industry conferences and events.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Maintained friendly and professional customer interactions.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Submitted loan applications to underwriter for verification and recommendation.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Home Lending Officer
Citibank
07.2016 - 02.2017
- Researched and updated industry knowledge on changing legislation and regulations.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Proactively identified solutions for customers experiencing credit issues.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Monitored pipelines to track and log status of loans.
Mortgage Loan Officer
Bank of America
08.2012 - 05.2016
- Explained different types of loans pertaining to client situations.
- Fielded customer complaints and provided solutions.
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Licensed Personal Banker/Financial Advisor
Washington Mutual Bank/JP Morgan Chase
03.2006 - 08.2012
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
Education
Bachelor of Arts - History
Pennsylvania State University- The Behrend College
Erie, PASkills
- Metrics Tracking
- Business Development
- Risk Management
- Lead Generation
- Client Relationship Building
- Sales Leadership
- Staff Development
- Decision-Making
- Cross-functional team leadership
- Coaching and Mentoring
Timeline
Vice President - Branch Manager
Tri Counties Bank
03.2017 - Current
Home Lending Officer
Citibank
07.2016 - 02.2017
Mortgage Loan Officer
Bank of America
08.2012 - 05.2016
Licensed Personal Banker/Financial Advisor
Washington Mutual Bank/JP Morgan Chase
03.2006 - 08.2012
Bachelor of Arts - History
Pennsylvania State University- The Behrend College
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