Dynamic and detail-oriented professional with extensive experience as a Branch Manager at SouthState Bank, excelling in regulatory compliance and customer service. Proven track record in loan processing and underwriting, fostering teamwork, and enhancing operational efficiency. Committed to maintaining high standards while driving community engagement and client satisfaction.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Construction Loan Processor
First National Bank of Strasburg
Processed loan applications efficiently, ensuring accuracy and compliance with regulatory standards.
Reviewed financial documents to assess borrower eligibility and creditworthiness.
Coordinated with underwriters to resolve discrepancies and expedite loan approvals.
Maintained detailed records of loan transactions and applicant communications for audits.
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
Prepared documents for underwriting by verifying client income, credit reports, and other information.
Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
Branch Manager
SouthState Bank
Bennett, CO
05.2025 - Current
Developed branch operational procedures to enhance customer service efficiency.
Oversaw daily operations to ensure adherence to banking regulations and policies.
Fostered relationships with local businesses to increase community engagement and client base.
Led team meetings to align goals, improve communication, and support professional development.
Coordinated loan application submissions to underwriter, ensuring compliance with verification standards and facilitating informed recommendations.
Reviewed customer loan applications to determine eligibility for approvals and denials.
Branch Manager
Independent Financial
Bennett, CO
01.2019 - 05.2025
Trained and mentored staff on sales techniques and product knowledge.
Interpreted financial data to recognize trends and guide the development of strategic initiatives.
Maintained friendly and professional customer interactions.
Managed daily operations to optimize resource allocation and maintain workflow efficiency.
Managed daily operations to uphold compliance with regulatory requirements and safeguard operational integrity.
Facilitated submission of loan applications to underwriter for thorough verification and recommendation.
Branch Manager
Guaranty Bank
Bennett, CO
01.2005 - 01.2019
Implemented marketing strategies that improved branch visibility and customer acquisition.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Complied with regulatory guidelines and requirements.
Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
Consulted customers to boost product sales and services.
Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
Managed daily activities, ensuring compliance with banking regulations and policies.
Reviewed customer loan applications to determine eligibility for approvals and denials.
Facilitated submission of loan applications to underwriter for thorough verification and recommendation.
Fostered relationships with local businesses to increase community engagement and client base.
Loan Clerk, Loan Processor, Notary Public at Merced School Employees Federal Credit UnionLoan Clerk, Loan Processor, Notary Public at Merced School Employees Federal Credit Union