Erika Duran Delgado
Mesquite,TX
Summary
Dynamic leader with a proven track record at First Convenience Bank, enhancing branch sales and maintaining strict data confidentiality. Expert in regulatory compliance and relationship building, I boosted annual sales through strategic development and team coaching. Skilled in audit preparation and customer service, I excel in driving results and fostering community relations. Detail-oriented administrative professional with superb people-skills and public relations experience. Business-savvy with excellent decision-making skills. Proven track record of maintaining efficient office operations. Expertise in scheduling and coordinating meetings, managing travel and expense reports, and transcribing minutes.
Overview
11
11
years of professional experience
Work History
Board Secretary
City of Balch Springs Library
07.2024 - Current
- Maintained board binder containing governing documents, policies and written consents.
- Conducted general board correspondence and kept records of all correspondence.
- Created and maintenance up-to-date board planning calendar to outline matters on board's agenda.
- Identified individuals in community for volunteer participation or funding support, enlisting new library members volunteers and assisted in fundraising.
Bank-Branch Manager /Audit Specialist
First Convenience Bank
10.2013 - Current
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Identified partnership opportunities and established favorable business connections.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Examined customer loan applications for loan approvals and denials.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- 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.
- Maintained friendly and professional customer interactions.
- Engaged employees in business processes with positive motivational techniques.
- Submitted loan applications to underwriter for verification and recommendation.
- Resolved various issues impacting sales management and business operations.
- Consulted customers to boost product sales and services.
- Generated financial and operational reports to assist management with business strategy.
- Implemented service improvements to enhance sales cycle.
- Complied with regulatory guidelines and requirements.
- Performed strategic planning, execution and finalization of audits.
- Consulted decision-makers to gather information and, resolve audit-related problems.
- Conducted financial, compliance and operational audits.
- Complied with federal, state and local requirements.
- Prepared working papers, reports and supporting documentation for audit findings.
VITA VOLUNTEER
IRS VITA Program
01.2022 - 04.2024
- Coordinated with different service providers to meet clients' individual needs.
- Approached issues proactively to best meet current and future community needs.
- Facilitated community outreach to expand participation and support.
- Created educational materials to convey important information to service recipients.
- Supported clients through development of new life skills, obtaining resources and transitioning back to society.
- Intervened in crisis situations to obtain support for clients and reduce escalation or recurrence risks.
- Led group discussions and activities to meet different community needs.
- Coordinated and managed volunteer activities for community service projects.
Education
High School Diploma -
West Mesquite High School
Mesquite, TX05.2009
Skills
- Data Entry
- Calendar Management
- Database Research
- Minute Taking
- Meeting Coordination
- Regulatory knowledge
- Audit preparation
- Teller auditing
- Operations Management
- Sales Leadership
- Shift Scheduling
- Human resources knowledge
- Interviewing and Hiring
- Account Review
- Relationship Building
- Sales professional
- Employee Development
- Branch Operations Management
- Sales Development
- Coaching and Mentoring
- Performance Reviews
- Business development expertise
- Customer Service
- Work Prioritization
- Cash handling expertise
- Relationship building and management
- Staff Training
- Decision-Making
- Resourceful nature
- Marketing
- Loans
- Community Relations
- Staff Management
- Sales management
- Federal Regulations
- Public Speaking
- Sales expertise
- Conflict Resolution
- Sales Planning
- Excellent work ethic
- Staff Development
- Client Relationship Management
- Project Management
- Approachable
- Excellent time management skills
- Team Player
- Team Supervision
- Relationship Management
- Cash Handling
- Customer Relationships
- Friendly
- Goals and performance
- Strong team-builder
- Staff recruitment
- Banking
- Product Training
Languages
Spanish
Native or Bilingual
Timeline
Board Secretary
City of Balch Springs Library
07.2024 - Current
VITA VOLUNTEER
IRS VITA Program
01.2022 - 04.2024
Bank-Branch Manager /Audit Specialist
First Convenience Bank
10.2013 - Current
High School Diploma -
West Mesquite High School
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