Maintained friendly and professional customer interactions.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Performed monthly compliance checks.
Assessed employee performance and developed improvement plans.
Increased client and supplier satisfaction by solving complex issues with efficient resolutions.
Implemented new organizational strategies to strengthen filing systems for billing, receiving and delivery reports to optimize processes.
Complied with regulatory guidelines and requirements.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Engaged employees in business processes with positive motivational techniques.
Generated financial and operational reports to assist management with business strategy.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Resolved various issues impacting sales management and business operations.
Consulted customers to boost product sales and services.
Examined customer loan applications for loan approvals and denials.
Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
Submitted loan applications to underwriter for verification and recommendation.
Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
Compiled database of loan applicants' credit histories, financial statements and other financial information.
Boosted sales and customer loyalty through incentive programs.
Complied with established internal controls and policies.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Developed strategic plans for day-to-day financial operations.
Established internal audit procedures to validate and improve accuracy of financial reporting.
Analyzed business processes to identify cost savings and operational efficiencies.
Completed daily Bank Secrecy Act reports.
Trained employees on proper procedures and strategies to improve productivity.