Summary
Overview
Work History
Education
Skills
Timeline
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ELIZABETH CONTRERAS

Montgomery Village,MD

Summary

Talented Manager with expert team leadership, planning, and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

12
12
years of professional experience

Work History

Dental Practice Manager

Superkids Pediatric Dentistry
02.2023 - Current
  • Established positive relationships with vendors, negotiating favorable contracts for equipment maintenance and supply purchases.
  • Increased case acceptance rates with comprehensive treatment presentations and financial discussions tailored to individual patient needs.
  • Streamlined dental practice operations for improved efficiency and cost savings through staff training and workflow optimization.
  • Ensured compliance with OSHA, HIPAA, and state regulations through regular audits, staff training, and policy updates.
  • Implemented effective marketing strategies, leading to increased new patient acquisition and overall revenue growth for the dental practice.
  • Managed payroll administration duties efficiently to minimize errors in timekeeping records or payment discrepancies.
  • Optimized insurance billing processes for faster claims processing times, improving cash flow within the dental practice.

Bank Branch Manager

Bank Of America
07.2018 - Current
  • Identified and capitalized on community business opportunities with effective networking.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Maintained scheduling for main branch to keep shifts appropriately staffed.
  • Protected company assets with strategic risk management approaches.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.

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  • Maintained friendly and professional customer interactions.
  • Engaged employees in business processes with positive motivational techniques.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Submitted loan applications to loan underwriter for verification and recommendation.
  • Gathered and reviewed customer feedback to improve operations.

Mortgage Loan Coordinator

Bank Of America
03.2020 - 10.2020
  • Reviewed loan files and updated to match current standards.
  • Fielded customer complaints and provided solutions.
  • Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
  • Explained different types of loans pertaining to client situations.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.

Relationship Manager, Lending Specialist

Bank Of America
07.2016 - 07.2018
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
  • Planned portfolio solutions after carefully analyzing clients' financial health and future requirements
  • Presented clients with options to meet diverse demands
  • Generated new business and referral clients in partnership with financial advisors and the branch team
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
  • Transcended requirements on a consistent basis to satisfy customers
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
  • Built and maintained relationships with new and existing clients while providing a high level of expertise
  • Supported the branch manager by overseeing the efficient operation of the branch including tellers and customer service
  • Maintained friendly and professional customer interactions
  • Advised clients about the benefits of a lending solution
  • Consults with clients about their lending needs to help them achieve their financial goals
  • Helps customers by answering questions and responding to requests
  • Maintains customer confidence by keeping loan information confidential
  • Accomplishes bank mission by completing related results as needed.
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Office Manager

Aspen Dental
04.2015 - 07.2016
  • Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
  • Maintained computer and physical filing systems.
  • Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
  • Initiated timely project management within budget constraints for multi-faceted problems concerning executive leaders.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Established and developed strong administrative team by delivering ongoing coaching and motivation and fostering career advancement.
  • Arranged corporate and office conferences for company employees and guests.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Managed office operations while scheduling appointments for department managers.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

Resident Service Coordinator/Leasing Consultant

Home Properties
08.2014 - 07.2016
  • Promoted resident care and safety by maintaining a safe and organized environment
  • Managed chart storage and organization
  • Established and maintained external communications calendar, and managed scheduled assignments
  • Provided feedback to all departments on brand consistency in outbound communications
  • Worked closely with clients to identify their needs and challenges and provide solutions-oriented campaign themes
  • Monitored performance of individual leasing agents and coached on successful strategies
  • Collected, completed and processed lease applications
  • Explained terms of lease and amounts to be paid to tenants
  • Managed daily and weekly marketing and leasing plans
  • Developed and implemented tactical marketing plans
  • Marketed and sold property for clients by hosting open houses and advertising online and in print
  • Maintained connections with clients to encourage repeat business and referrals
  • Showed properties to potential buyers and other brokers at open houses and by appointment
  • Delivered positive, effective sales presentations.

Leasing Consultant

Morgan Properties
01.2013 - 08.2014
  • Completed final move-out walk-troughs for tenants
  • Walk vacant apartments
  • Follow up with prospects
  • Lease signings with current residents and future residents
  • Introduced and monitored effective lease renewal programs
  • Carefully screened applicants for tenancy
  • Verified that all customer complaints were handled promptly and appropriately
  • Add Communicated with landlord regarding building and tenant issues
  • Managed a community of 526 apartment homes
  • Maintained original leases and renewals for the management office
  • Answered and quickly redirected calls
  • Ordered and distributed office supplies while adhering to a fixed office budget
  • Managed office supplies, vendors, organization and upkeep
  • Developed annual operating budgets and forecasts, as well as sales and marketing plans
  • Maintained a sufficient number of units so that they were market-ready at all times
  • Followed up on delinquent tenants and coordinated collection procedures
  • Scheduled contractors for maintenance issues
  • Verified income, assets and expenses and completed file tracking sheet for each applicant.

Education

High School Diploma - Business Administration

James Hubert Blake High School, Montgomery College
Rockville, MD
2010

Skills

  • Time Management
  • Proactive and Focused
  • Business Relationship Management
  • Team Building Leadership
  • Problem Solving
  • Attention to Detail
  • Customer Relations
  • Decision Making
  • Creative and Innovative
  • Loan File Review
  • Sound Judgment
  • Customer Service
  • Sales Support
  • NMLS Registration
  • Dental Terminology
  • HIPAA Compliance
  • Office Administration
  • Recruitment and hiring

Timeline

Dental Practice Manager

Superkids Pediatric Dentistry
02.2023 - Current

Mortgage Loan Coordinator

Bank Of America
03.2020 - 10.2020

Bank Branch Manager

Bank Of America
07.2018 - Current

Relationship Manager, Lending Specialist

Bank Of America
07.2016 - 07.2018

Office Manager

Aspen Dental
04.2015 - 07.2016

Resident Service Coordinator/Leasing Consultant

Home Properties
08.2014 - 07.2016

Leasing Consultant

Morgan Properties
01.2013 - 08.2014

High School Diploma - Business Administration

James Hubert Blake High School, Montgomery College
ELIZABETH CONTRERAS