Highly innovative, educated Advisor with a proven track record in client education, financial planning, and analysis. Human Resources experience, Recruiting Coordinator and Management skills, Results driven and inept in cultivating strong relationships with members, customers, or teammates using various sales skills and processes. Resourceful thinker, problem solver, and decision maker. Ability to interpret and ensure compliance of applicable regulations, guidelines, policies, and procedures. Outstanding communication skills, including technical writing, preparing reports, and superior ability to communicate in a multi-cultural environment with individuals at all levels. Over 22 years of quality experience and expertise in financial reporting, banking, Human Resources/payroll, office management and company development who seeks to contribute to the profitability of a successful, community or statewide driven organization. Proven Leadership Skills in all areas.
Hi, I’m
HEATHER R. DIZON
Schertz,TX
Summary
Overview
23
years of professional experience
Work History
Farm Bureau BankSan Antonio, TX
Relationship Banking Manager
06.2022 - Current
Job overview
- Shouldered a lead role in delivering outstanding experience to customers by acquiring, managing, and retaining meaningful relationships to address and apply solutions to their financial needs which contributed to the success of the bank
- Delivered exceptional customer experience by employing a customer-first attitude
- Managed assigned customers and proactively met with them to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Engaged and educated clients on products and services efficiently and accurately
- Partnered with Financial Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients to experts who can help them with specialized financial needs.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Maintained updated knowledge through continuing education and advanced training.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Recognized by management for providing exceptional customer service.
Randolph, Federal Credit UnionSan Antonio , TX
Commercial Lending Specialist
08.2021 - 06.2022
Job overview
- Performed various commercial loan operation duties including system entry, loan maintenance and clearing of ticklers and exceptions
- Responsible for building and maintaining imaged loan files, collecting and verifying proper loan documentation, and maintaining new and existing loans
- Managed loans paid in full and the release of collateral as required
- Obtained a working knowledge of Commercial Lending and loan documentation and processing
- Assisted in maintaining and monitoring borrower's loan packages, reporting requirements and security documents including deeds of trust, UCC financing statements, Title Policies and other required documents within the appropriate time frame
- Cleared over 1000 collateral and documentation ticklers/exceptions
- Worked diligently with Quality Control Rep to assure that loan files imaged into Sageworks in a timely manner.
Pioneer TexasSan Antonio, TX
Human Resources Manager
01.2021 - 08.2021
Job overview
- Managed the staffing process, including recruiting, interviewing, hiring, and onboarding of over 200 employees
- Ensured all job descriptions are up to date and compliant with local, state and federal regulations
- Developed training materials and performance management programs to ensure employees understood their job responsibilities
- Created a compensation strategy for all employees based on market research and pay surveys
- Served as the point person for management duties including maintenance, mailing, supplies, equipment, bills, errands, shopping, scheduled meetings and appointments
- Coordinated with external IT professional on all communication and computer/programs
- Utilized and proficient in Intuit QuickBooks for payroll, A/P, A/R, general accounting, and financial reporting; also utilize ClockShark, Apple Pages Suite, Microsoft Office Suite, and other computer applications
- Oversaw P&L budget, ensure accurate and timely reporting; ensured all production items are invoiced and paid on time.
COR36 Construction LLCNew Braunfels, TX
Operations VP/HR Coordinator
01.2016 - 04.2020
Job overview
- Established all aspects of construction company from the ground up
- Performed all hiring actions and project management functions
- Organized and held daily meetings with all staff and stakeholders
- Organized all office operations and procedures
- Created forms and standing operating procedures that streamlined and simplified daily office functions
- Responsible for all marketing and sales for the company
- Instrumental in bringing over $300,000 net profit to a startup company in less than 1 year
- Developed strategic plans to align business objectives with the company's long-term goals.
- Managed a team of 15 professionals, providing guidance and direction to ensure successful execution of projects.
- Negotiated contracts with suppliers to secure favorable terms for the organization.
Champions School of Real EstateSan Antonio, TX
Career Counselor
01.2015 - 01.2017
Job overview
- Assisted with student registration in choice of curriculum
- Advised prospective students through various career paths in real estate
- Assisted professional licensures in meeting state compliance with continuing education
- Represented the organization at various marketing and community initiatives
- Kept abreast with legislative curriculum changes within the Texas Real Estate Commission, Texas Appraiser Licensing and Certification Board, and National Mortgage Licensing System
- Consistently exceeded enrollment and sales goals; recognized by the Chief Executive Officer on multiple occasions.
Broadway BankSan Antonio, TX
Financial Services Representative
01.2012 - 08.2014
Job overview
- Met with clients to discuss financial goals, investment timelines and risk tolerances which included insurance policies, credit cards, checking accounts, loans, mutual funds, and stocks
- Maintained comprehensive knowledge of all services and products
- Participated in leads and networking groups; stayed up to date with competitor products to develop efficient strategies and objectives.
Farmers & Merchant BankClarksville, TN
Assistant Branch Manager, Operations
01.2005 - 05.2010
Job overview
- Opened and closed various types of accounts to include checking, saving, IRA’s, CD’s, personal, home and auto loans
- Assisted the Branch Manager with specific duties such as time sheets, supervising Teller line, and answering phones
- Maintained vault and teller monies along with customers’ high valued items
- Exceeded sales goals and increased client transactions by identifying and cultivating new business relationships resulting in two promotions in less than 2 years.
- Provided training to new employees on company policies and procedures.
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Monitored daily operations of the branch including sales, customer service, inventory control.
Bank of AmericaClarksville, TN
Assistant Branch Manager
01.2003 - 01.2005
Job overview
- Assisted and supported the Branch Manager in bank functions and operations
- Assisted customers to help and resolve concerns and queries
- Implemented and enforced banking policies and procedures to all employees and subordinates
- Assisted the Branch Manager in the creation and review of job descriptions, employee evaluations, and training
- Performed Branch Manager Duties flawlessly in her absence
- Recognized for outstanding customer service and awarded 4 CELA awards within a 4-year period.
Bank of AmericaSacramento, CA
Recruiter
01.2001 - 01.2003
Job overview
- Interacted with various levels of candidates, human resources and hiring managers to schedule interviews; including coordinating conference rooms, travel, and logistics in a fast pace recruiting organization
- Confirmed and in many cases hired new hires for the banking centers; negotiated new hire salaries
- Maintained information in various tracking reports and systems utilized for recruiting purposes
- Coordinated with global partners to ensure cross border interviews were scheduled appropriately and tracking reports were kept up to date
- Developed relationships with internal and external staff to facilitate effective interview scheduling and planning
- Helped manage job postings on internal and external job boards.
Job overview
- Managed multiple contracts throughout the selling and buying process
- Responsible for the completion of all escrow documents, scheduling repairs and inspections, and assured approvals for offers and counteroffers
- Ensured that all documents were filed promptly, arranged for closing procedures, entered client information into a database, and performed follow-ups with customers after the sale
- Reviewed over 500 contracts and addenda with zero errors
- Heather Dizon, Page 2
- Ordered titles and surveys; communicated updates to clients, agents, lenders, and other people involved in the transaction
- Went above and beyond basic job duties by scheduling inspections and appraisals; managed all contingencies and key dates.
Job overview
- Prepared loan documents for closing of consumer, commercial, and real estate loan products and ensured full compliance and quality of loan documentation for funding
- Resolved loan documentation issues with lending team; collaborated with the loan team on problem solving and continuous process and procedure improvements
- Led the region in the amount of new loans acquired and documentation filed and closed; exceptional attention to detail and quality control procedures resulted in efficiency improvement and near flawless loan closings
- Played an active role of seeking and acquiring new loans and account holders resulting in the highest grossing quarter in the history of the bank.
Education
Westmoreland High SchoolWestmoreland, TN
High School Diploma
06.1997
University Overview
Austin Peay State University
Associates of Science from Minor General Business
05.2008
University Overview
Hopkinsville Community CollegeHopkinsville, KY
Associate of Applied Science from Registered Nursing
University Overview
Volunteer State Community CollegeGallatin, TN
Associate of Science
University Overview
- Attended prequalifying courses to advance and pass state level exam for LVN Nursing School
- Completed coursework in General Studies CNA and LVN courses
Skills
- Leadership
- Analytical
- Team Management
- Networking
- Collaboration
- Recruitment
- Applicant Sourcing
- Salary Negotiation
- Pre-Employment Screening
- Resume Scanning
- Policy Development
- Process Improvement
- Project Management
- Outbound Calling
- Performance Evaluation
- Job Applicant Interviews
- Self-Motivated Work Ethic
- ADP Workforce Now
- Human Resource Management Systems
- Client Relationship Management
- Excel Spreadsheets
- Employment Verification
- Applicant Tracking Systems
- State Reporting Procedures
- Networking Events
- Compensation Negotiation
- Human Resources Policies
- Background Checks
- Interviewing Clients
- New Hire Orientation
- Community Networking
- Candidate Pipeline Development
- Training and Onboarding
- Safety Training
- Administrative Skills
- Online Job Boards
- Contracting
- New Hire Training
- Team Collaboration
- Job Offer Development
- Candidate Pre-Screening
- Hiring Requirements
- Administrative Support
- Candidate Screening
- Social Media Recruiting
- Strategic Sourcing
- Candidate Selection
- Recruiting and Sourcing
- Candidate Sourcing
- Entrepreneurial Spirit
- Partnership Development
- Digital banking products and services
- Relationship building and retention
- Managing customer relationships
- Customer Relationship Management Software (CRM)
- Project manager supervision
- Customer Relationship Management (CRM)
- Excellent managerial techniques
- Banking products knowledge
- Positive working relationships
- Building client relationships
Interests
Interests
Volunteer Work
, Make a Wish, Wish Granter – 3 years
Elf Louise Wish Granter – 9 years
Children’s Church Volunteer – 2 years New Life Church
The Backpack Program Volunteer – 10 yearsAvailability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The secret of your success is determined by your daily agenda.
Successful people live a life of intentionality.
Timeline
Relationship Banking Manager
Farm Bureau Bank
06.2022 - Current
Commercial Lending Specialist
Randolph, Federal Credit Union
08.2021 - 06.2022
Human Resources Manager
Pioneer Texas
01.2021 - 08.2021
Operations VP/HR Coordinator
COR36 Construction LLC
01.2016 - 04.2020
Career Counselor
Champions School of Real Estate
01.2015 - 01.2017
Financial Services Representative
Broadway Bank
01.2012 - 08.2014
Assistant Branch Manager, Operations
Farmers & Merchant Bank
01.2005 - 05.2010
Assistant Branch Manager
Bank of America
01.2003 - 01.2005
Recruiter
Bank of America
01.2001 - 01.2003
Westmoreland High School
High School Diploma
Austin Peay State University
Associates of Science from Minor General Business
Hopkinsville Community College
Associate of Applied Science from Registered Nursing
Volunteer State Community College
Associate of Science
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