Detail-oriented, self-motivated loan branch manager with nearly 10 years of experience. Seasoned in payroll processing, tax preparation, loan preparation, and dealing with personal information (PII) using various in-house software. Selected by upper management to assist other branch offices in the improvement of their operations. During my time at World Finance I maintained a 97% audit accuracy rate and placed in the top 25% nationwide.
Work History
Branch Manager
6 Years 11 Months
World Finance | 12.2018 - 11.2025
Manage office and staff
Meet assigned goals and production, staying in the top 25% of the nation for the year
Maintaining no lower than a 97% audit rate
Maintain confidentiality of bank records and client information to prevent mishandling of data and potential breaches
Recommend loan approvals and denials based on customer loan application reviews
Compile database of loan applicants' credit histories, corporate financial statements and other financial information
Ability to communicate, work with, and relate to superiors, peers, and customers
Branch Manager
1 Month
World Finance | 11.2018 - 12.2018
Worked to generate dramatic improvements in condition of the branch
Received an award for the improved turn around
Uncovered and resolved strategic and tactical issues impacting sales management and business operations
Recommended loan approvals and denials based on customer loan application reviews
Branch Service Representative
2 Years 1 Month
World Finance | 10.2016 - 11.2018
Processed customers' deposits, transfers and cash withdrawals
Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch
Responded proactively and positively to rapid change
Delivered prompt service to prioritize customer needs
Maintained friendly and professional customer interactions
Developed prospects for new loans though weekly cold calling
Completed Management training in 6 months
Assistant Manager
9 Months
Regional Finance | 11.2025 - Current
Supported daily operations by coordinating team schedules and prioritizing tasks.
Assisted in developing financial reports to provide insights for strategic decision-making.
Trained new staff on company policies, procedures, and best practices to ensure compliance.
Supervised day-to-day operations to meet performance, quality and service expectations.
Maintained a clean, safe, and organized store environment to enhance the customer experience.
Developed strong working relationships with staff, fostering a positive work environment.
Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
Improved customer satisfaction by addressing and resolving complaints promptly.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Generated repeat business through exceptional customer service.
Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
Oversaw daily operations to maintain store cleanliness and organization.