Heather Crandall
Clermont,FL
Summary
Friendly Barista with great people skills and sales experience. Dedicated to creating personalized customer experiences while offering expertise in coffee, preparation and enthusiasm for all things coffee.
I currently own and operate Joycations Travel part time. I am looking for a part time position as a barista. I love people and coffee! I worked for Starbucks several years ago and really enjoyed my time there.
I had a dynamic professional career and a proven track record at Wells Fargo, adept in customer relations and business management. Excelled in coaching and mentoring, enhancing team performance and customer satisfaction. Demonstrated expertise in Microsoft Office and analytical thinking, successfully managing multiple priorities. Achieved a consistent loan closure rate, significantly contributing to business growth. Efficient Home Mortgage Consultant offering demonstrated history of persistently pursuing leads and turning opportunities into lasting business relationships. Skilled in data analysis and negotiation. Collaboratively as a Banker and Mortgage rep I provided company vision and goals to team members, unifying efforts and driving productivity. Ensuring understanding of project members' responsibilities and performance standards. Oversee aspects of project activities and establish collective partnership with department heads to achieve goals and objectives. I love working with a team and creating not only great experiences for clients but also for team members.
Overview
20
20
years of professional experience
Work History
Travel Consultant
Joycations Travel
12.2023 - Current
- Built strong relationships with clients through exceptional communication and personalized service.
- Organized trips for individual, family and business travelers.
- Worked closely with clients to understand unique needs and meet specific travel desires.
- Maintained accurate records of bookings, payments, and client information for smooth operations and future reference.
Senior Personal Banker
Wells Fargo, NA
03.2023 - 11.2023
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
Home Mortgage Consultant
Wells Fargo
06.2019 - 02.2023
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Presented, explained and processed home loan documents to borrowers.
- Advised clients on loan process and specialized topics in home purchasing.
- Explained different types of loans pertaining to client situations.
- Successfully closed average of 6-8 loans per month.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Worked with customers to understand needs and provide excellent service.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Developed and maintained courteous and effective working relationships.
- Used coordination and planning skills to achieve results according to schedule.
- Developed team communications and information for meetings.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Monitored pipelines to track and log status of loans.
Personal Banker
Wells Fargo
10.2016 - 06.2019
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Implemented financial planning recommendations to help customers succeed in their financial goals.
- Leading team morning huddles, providing daily updates and plans for the day.
- Wells at Work Advocate facilitating onsite financial education for local businesses, schools and community centers through tabling events and presentations.
- Coaching, educating, mentoring and recognizing team members around customer service, opportunities to help our customers succeed financially, warm hand offs and introductions.
- Facilitating opening and closing procedures daily.
Teller
Wells Fargo
12.2015 - 10.2016
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Delivered prompt, accurate and excellent customer service.
- Excellent cash handling and balancing.
- Continually worked to encourage and up lift team members.
Hairstylist
Hair By Heather
11.2013 - 10.2016
- Promoted and sold salon services and products.
- Educated guests.
- Promptly fielded all incoming phone calls and scheduled appointments.
- Self marketed and grew business.
- Took care of all inventory, financial records and finances as a whole.
- Educated customers on products to maximize benefits.
- Processed payments, entering sales in register for prompt customer service.
- Scheduled customer appointments and rearranged individual time slots to meet demand.
- Suggested treatments and styles to suit customer appearance and fashion choices.
- Trimmed, cut and shaped hair and hairpieces based on customer preference.
- Recorded notes for future reference about customer preferences and services delivered.
- Resolved guest complaints about service or style.
- Completed safety training and certifications to minimize risk of infection or injury to customers.
- Created memorable customer experiences, adding bonus services such as head and neck massages during appointments.
- Organized sales area and work station to showcase products and boost sales.
- Completed wet styling, thermal styling, permanent waving and hair relaxing services.
Teller
Well Fargo
09.2011 - 10.2012
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rate.
- Processed customer transactions promptly, minimizing wait times.
- Maintained friendly and professional customer interactions.
- Delivered prompt, accurate and excellent customer service.
- Continually encouraged and uplifted team mates.
- Excellent cash handling and balancing skills
- Identified sales opportunities and referred customers to branch partners in financial services.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
Childcare Provider
Precious Beginnings Child Care
06.2009 - 09.2011
- Applied positive behavior management techniques to enhance social interactions and emotional development.
- Handled daily administrative tasks efficiently to minimize time away from children, including updating attendance and requesting new supplies.
- Managed part time employees.
- Managed budget, inventory, accounting and invoicing.
- Marketed and promoted business.
- Educated students in foundational concepts such as shapes, numbers and letters.
- Gave one-on-one attention to children while maintaining overall focus on entire group.
- Sanitized toys and play equipment each day to maintain safety and cleanliness.
- Addressed behavioral and learning issues with parents and daycare management.
- Promoted sensory development by providing access to different textures.
SR Teller
Bank Of America
09.2004 - 06.2009
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Performed general teller duties for drive-thru line.
- Maintained, organized and stocked teller window areas.
Education
Tourism And Travel Management
Wanderlust Campus
Online05-2024
Associate of Arts - Cosmetology
Northwest Hair Academy, Mount Vernon
Mount Vernon, WA10.2013
Skills
- Customer relations
- Product Education
- Coaching/Mentoring
- Leading Huddles/Meetings
- Multitasking and Prioritization
- Documentation and Recordkeeping
- Cash handling
- Business management
- Caring and Responsible
- Flexible and Adaptable
- Data Management
- Time Management
- Multitasking and Organization
- Documentation skills
- Friendly and outgoing
- Team Player
- Cash Handling
Accomplishments
Volunteering and Leadership
* Coached volleyball 2007-2008 and Spring of 2022
Facilitated practices twice a week
Coaching to team skill level
Running drills
*Facilitated, planned, fundraised, budgeted for the Live Out Loud Drug Free Concert 2011
Directed and facilitated a concert to promote an addiction free lifestyle and educated our youth.
Facilitated 3 fundraisers to make it a free event
Partnered with local businesses/Fire Department/Police
Obtained permits, organized bands, food vendors education and resources
Partnered with the Stanwood Fair Grounds to host the event
Utilized social media platforms to promote
*Lead and facilitated youth bible studies for youth 2011-2021
Setting meetings and scheduling volunteering
Working to develop, educate, mentor and encourage youth.
Timeline
Travel Consultant
Joycations Travel
12.2023 - Current
Senior Personal Banker
Wells Fargo, NA
03.2023 - 11.2023
Home Mortgage Consultant
Wells Fargo
06.2019 - 02.2023
Personal Banker
Wells Fargo
10.2016 - 06.2019
Teller
Wells Fargo
12.2015 - 10.2016
Hairstylist
Hair By Heather
11.2013 - 10.2016
Teller
Well Fargo
09.2011 - 10.2012
Childcare Provider
Precious Beginnings Child Care
06.2009 - 09.2011
SR Teller
Bank Of America
09.2004 - 06.2009
Tourism And Travel Management
Wanderlust Campus
Associate of Arts - Cosmetology
Northwest Hair Academy, Mount Vernon
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