Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Branch Finance Manager
CNAC Finance
08.2023 - Current
Coordinated external audits successfully, ensuring timely completion without significant findings or adjustments.
Led cross-functional projects aimed at improving various aspects of branch operations for increased efficiency and profitability.
Enhanced overall branch performance through proactive identification of growth opportunities and areas for improvement.
Mentored junior team members, fostering a collaborative work environment focused on continuous improvement.
Supported financial director with special projects and additional job duties.
Dual General Manager
Crumbl Cookies
03.2022 - 08.2023
Led employee engagement initiatives that improved morale, reduced turnover rates, and enhanced overall job satisfaction among staff members.
Oversaw hiring, training, and development of team members, creating a strong workforce dedicated to achieving company goals.
Collaborated with Franchise Partners to develop strategic plans for operational improvements across multiple properties.
Managed inventory control processes to ensure adequate stock levels while minimizing waste and spoilage costs.
Increased overall guest satisfaction by fostering a positive work environment and ensuring exceptional customer service.
Conventional Underwriter
Gold Star Financial
08.2020 - 02.2022
Meet daily production goals for new underwrites and conditions.
Expedited approval process for qualified loans by conducting thorough risk assessments and verifying borrower''s information.
Streamlined communications between departments, regularly liaising with sales teams, processors, closers, and management to expedite the loan decision-making process.
Managed a diverse pipeline of loans while maintaining high levels of accuracy in decision making.
Improved overall loan quality through meticulous attention to detail and adherence to underwriting guidelines.
VA UNDERWRITER
UWM
02.2018 - 08.2020
Cross trained to assist the following teams; Processor Assist, Closing, VOE, Conventional UW, and assisted in training.
Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
Determined and documented loan conditions and communicated requirements and decisions.
Maintained a high level of accuracy and professionalism while managing a large caseload of loans, consistently meeting or exceeding performance targets.
Spearheaded training initiatives for new mortgage closers, sharing industry knowledge and best practices for successful outcomes.
Assistant Manager
Eagle Financial Services DBA Sims Furniture
11.2016 - 02.2018
Processed loan applications and pulled credit reports to determine lending eligibility in order to provide clients personal loans
Made product orders, met with vendors, assisted with marketing and sales.
Developed strong working relationships with staff, fostering a positive work environment.
Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
Traveling Manager on Duty
Portrait Innovations
09.2013 - 10.2017
Surpassed the leading company sales record within the 11th year of business.
Established a positive work environment, fostering collaboration among staff members to improve productivity and creativity.
Coordinated daily studio operations, including scheduling, staff management and customer service.
Expanded the studio''s client base by proactively seeking out new business opportunities through networking events or industry conferences.
Coordinated staff training programs to enhance team skills in areas such as software proficiency, design techniques, or customer service best practices.
Branch Manger
Community Loans of America
01.2015 - 01.2017
Starting revenue of $55,400 and generated business to a revenue of $216,500 within my first year.
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Developed strong relationships with clients by addressing their financial needs professionally and promptly.
Trained new and existing staff members in various financial procedures to prepare for job requirements.