Dawn Serna
Texas City,TX
Summary
Enterprising Branch Manager successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
9
9
years of professional experience
Work History
Branch Manager
Brundage Management Company
05.2017 - Current
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Examined customer loan applications for loan approvals and denials.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Submitted loan applications to the underwriter for verification and recommendation.
- Compiled a database of loan applicants' credit histories, financial statements, and other financial information.
- Manage over 100 calls per day
- Met deadlines by proactively managing individual and team tasks and streamlining processes
Accounting Clerk
Texas Book Company
08.2014 - 05.2017
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Input high volume of monthly invoices with consistent accuracy.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Managed accounts payable and receivables and payroll.
- Identified and resolved internal accounting variances, promoting data accuracy.
- Tracked expenses to comply with budgets.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Processed credit card payments and reconciled credit card statements for accuracy in the accounting process.
- Verified items billed against items ordered and reconciled differences through follow-up with a vendor.
- Coordinated office supply ordering to avail materials for streamlined operations.
Education
No Degree - Basics
Galveston College
Galveston Skills
- Staff Management
- Economics
- Excellent Team Leadership
- Bank Security Expertise
- Goals and Performance
- Microsoft Outlook
- Customer Service
- Collections
- Multitasking Abilities
- Tax Software
- Microsoft Office
- Accounts Payable and Accounts Receivable
Timeline
Branch Manager
Brundage Management Company
05.2017 - Current
Accounting Clerk
Texas Book Company
08.2014 - 05.2017
No Degree - Basics
Galveston College
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