Hailey Friend
Hesperia,CA
Summary
To obtain a position utilizing my extensive skills and experience in customer service and client relations.
Overview
11
11
years of professional experience
Work History
Office Manager
Apex Service LLC
04.2020 - 12.2024
- Managed daily office operations to support construction projects and ensure efficiency
- Coordinated with project managers and site supervisors to streamline communication and workflow
- Handled budgeting, invoicing, and financial reporting for construction projects
- Oversaw administrative staff, including recruitment, training, and performance evaluations
- Scheduled meetings, managed correspondence, and maintained communication with clients, vendors, and subcontractors
- Implemented and maintained office procedures and systems to enhance productivity
- Ensured the office environment was organized, clean, and conducive to productivity
Relationship Banker
Bank of America
09.2021 - 07.2022
- Assist with dual control vault responsibilities and assists with audit controls
- Perform bank opening and closing procedures daily
- Provide outstanding customer service and ensure sales and referral expectations are consistently met
- Demonstrating strong cash handing skills via teller window transactions
- Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
- Contribute to branch sales performance to deliver growth that meets business
Small Business Consultant
Bank of America
11.2020 - 06.2021
- Managed assigned book of business consisting of clients within various stages of the business life cycle
- Utilizing strong time management skills balancing pre-scheduled appointments, outbound calls, financial center client care, and referrals from partners
- Demonstrated a strong understanding of business entities and processes
- Conducted business meetings with small business clients as well as partners
- Conducted morning business brief as well as conducted coaching with financial center employees
- Utilized bank operating systems such as Vertical IQ, Salesforce, Interact, and Excel
Direct Lending Loan Officer
Bank of America
01.2020 - 01.2021
- Communicates APR rates with clients based on applicant information
- Maintains and builds relations with Bank of America clients
- Complies with department policies and procedures
- Verifies authenticity of client information
- Provides excellent customer service by ensuring their loan process is rendered efficiently
- Provides daily follow up with clients who are in process of acquiring loan
- Reviews client applications for accuracy to officiate UW approval
- Collects client documentation for processing
- Instructs and explains purchase process with clients
- Utilizes CTR complaint tracker
- Uses translation line when client is in need
- Escalates loans to management for exceptions
Credit Buyer
Consumer Portfolio Services
08.2017 - 10.2019
- Negotiates APR, fees, and contract structures with dealers
- Facilitates decisions based on analyzation of credit reports
- Maintains and builds relations with dealers to secure clients for CPS
- Complies with credit policies and procedures to establish appropriate structures
- Evaluates proof of income to secure appropriate contracts
- Employs excellent customer service
- Performs as a dedicated point of contact for the company’s representatives
- Maintains top credit buyer status consecutively
Credit Officer
Omni Financial
06.2014 - 07.2017
- Processed over 303 loans daily utilizing Experian and Equifax
- Prepared 250 loans per month for underwriting review; achieved top performer
- Exceeded loan quota every month, producing over 150 funded loans
- Worked collections; tracked 15 accounts weekly
- Acquired necessary documents for supporting loan applications
Education
No Degree -
Victor Valley College
Victorville, CA06-2028
Skills
- Customer service
- Office management
- Organizational skills
- Office administration
- Data entry
- Customer relations
Languages
English
Native or Bilingual
Timeline
Relationship Banker
Bank of America
09.2021 - 07.2022
Small Business Consultant
Bank of America
11.2020 - 06.2021
Office Manager
Apex Service LLC
04.2020 - 12.2024
Direct Lending Loan Officer
Bank of America
01.2020 - 01.2021
Credit Buyer
Consumer Portfolio Services
08.2017 - 10.2019
Credit Officer
Omni Financial
06.2014 - 07.2017
No Degree -
Victor Valley College
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