Summary
Overview
Work History
Education
Skills
Timeline
Generic

Elizabeth Lopez

La Habra

Summary

Professional with strong background in branch management. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams.

Overview

22
22
years of professional experience

Work History

Branch Manager III

Lendmark Financial Services
07.2023 - Current
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Complied with regulatory guidelines and requirements.
  • Consulted customers to boost product sales and services.
  • Examined customer loan applications for loan approvals and denials.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.
  • Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
  • Provided exceptional customer service
  • Branch Collections

Office Manager II

Advisors Group I
02.2021 - 12.2022
  • Managed a team of 25 employees
  • Recruited and hired qualified candidates
  • Created training modules and SOP's to train staff
  • Conducted Time Studies for staffing model
  • Coached, motivated, counseled and supervised all daily functions
  • Cross trained employees on additional job positions to maintain coverage of roles
  • Lead projects on process workflow and operational improvements within the division
  • Conducted performance evaluations to monitor progress and individual skills
  • Managed and delegated daily workflow to ensure within Service Level agreements
  • Build strong working relations with team, other departments and outside vendors

Asset Validation Specialists / Auditor / QC

Auction.com
01.2015 - 08.2020
  • Held Interviews with potential employees
  • Training and development of new hires
  • Performed daily reports and distributed work to team
  • Processed monthly bank audits & reconciliations
  • Provided continuous process improvement and preventive and corrective actions to facilitate operational efficiency
  • Entered bid instructions per client instructions
  • Quality check of bids to ensure within Investor, Bank & State guidelines

Loan Consultant II

Loan Me
08.2015 - 11.2015
  • Managed Portfolio and Receivables to ensure they are maintained within expected levels
  • Account Reconciliation
  • Develop and maintain excellent relationships with all lines of business
  • Negotiate payment plans, settlement agreements, reconciliations
  • Processed modifications, payment deferments and payment plans
  • Handled accounts from 1-120 days past due
  • Locate customer's using various methods to avoid charge-offs

Trustee Sales Officer/ Auditor

Bank of America/Recon Trust Co.
01.2009 - 05.2014
  • Processed 292,213 Trustee Sales from 2009 - 2013
  • Processed Conventional, VA, FHA, FNMA, FHLMC files
  • Audit files to ensure we are within state, company, and investor guidelines
  • Title Search/ Title Review
  • Processing and handling of Legal documents
  • Maintain a high level of customer service in assisting internal and external customers
  • Attorney Chronologies/ Timelines
  • Audit and process Substitutions and Assignments of Trustee
  • Bankruptcy Review
  • Quality Control/ Final Audit of Foreclosure files prior to Auction Sale

Branch Manager

American General Finance
01.2004 - 01.2009
  • Hiring, Training and Development of Branch Employees
  • Loan Processing of personal, auto, Home equity lines of credit, refinancing, collateral loans
  • Underwriting
  • Title Search/ Title Review
  • In house Collections, small claims, pre-foreclosure, charge-offs, repossession
  • Business Development
  • Loan Modifications
  • Side by sides and one on one coaching
  • Authorized check signer
  • Daily cash balancing and daily cash deposits
  • Quality assurance check and weekly/monthly audits
  • Accounting
  • Accounts Payables
  • Accounts Receivables

Education

Certificate - Licensed Vocational Nurse

Glendale Career College
Glendale, CA
05.1999

General Studies - undefined

Sierra Vista High School
Baldwin Park, CA
06.1996

Skills

  • Recruiting and hiring
  • Staff development
  • Call Center experience
  • Exceptional Customer Service
  • Issue and conflict resolution
  • Multitasking
  • Time Management
  • Decision-making
  • Quality Assurance
  • Auditing
  • Banking & Financial experience
  • Excellent Verbal and Communication
  • Adaptability
  • Leadership
  • Delegation
  • Accounting
  • Credit check
  • Credit Approval
  • Auto Finance (Prime & Sub-Prime)
  • Accounts Payables
  • Accounts Receivables
  • Small Claims experience
  • Bi-Lingual in Spanish
  • Branch operations management
  • Customer service
  • Customer relationships
  • Excellent time management skills
  • Attention to detail
  • Excellent work ethic
  • Coaching and mentoring
  • Team supervision
  • Relationship building and management
  • Client relationship management
  • Verbal/written communication
  • Employee development
  • Staff management
  • Operations management
  • Cash handling
  • Team player
  • Staff supervision
  • Training and development
  • Sales management
  • Staff training
  • Business development
  • Account review
  • Proficient in MS office
  • Project management
  • Conflict resolution
  • Friendly
  • Cash handling expertise
  • Approachable
  • Performance reviews
  • Financial services
  • Loan documentation
  • Operational reports
  • Collections
  • Loans
  • Accounts receivable
  • Accounts payable
  • FHA loan process background
  • Upselling and cross selling
  • Employee monitoring
  • Multilingual in Spanish
  • Dependable
  • Excellent communication skills
  • People-oriented

Timeline

Branch Manager III

Lendmark Financial Services
07.2023 - Current

Office Manager II

Advisors Group I
02.2021 - 12.2022

Loan Consultant II

Loan Me
08.2015 - 11.2015

Asset Validation Specialists / Auditor / QC

Auction.com
01.2015 - 08.2020

Trustee Sales Officer/ Auditor

Bank of America/Recon Trust Co.
01.2009 - 05.2014

Branch Manager

American General Finance
01.2004 - 01.2009

General Studies - undefined

Sierra Vista High School

Certificate - Licensed Vocational Nurse

Glendale Career College