Experienced Branch Manager with 14+ years in banking, financial services, and mortgage lending, known for driving sales, growing portfolios, and optimizing operations. Skilled in consumer lending, business banking, and team leadership, with a proven track record of exceeding financial and member experience goals.
A hands-on leader who coaches high-performing teams, resolves complex issues, and ensures full compliance with policies and regulations. Successfully increased profitability through strategic business development, process improvements, and strong community engagement. Adept at managing audits, staffing, scheduling, and risk while expanding branch visibility through networking and outreach.
Now seeking to bring this expertise to a growth-driven organization focused on service and results.
LA Financial Credit Union
· Successful collaboration and completion of core system conversion project 2022-2023.
First Financial Credit Union
· Winner's Circle recipient 3rd and 4th quarter 2018.
· Contributed to Pasadena's Branch of The Year 2018 and 2019 nomination.
· Nominated for President's Club 2018 and 2019.
Wells Fargo
· Nominated for highest work ethic for 1st and 2nd quarter 2017.
· Achieved top survey ratings with 5/5 scores for 20 consecutive surveys in the 4th quarter of 2015.
· Led district as #1 Personal Banker with 55 loan units in 1st quarter 2012 and 50 loan units in 1st quarter 2015.
Moody's Analytics - Certified Branch Manager (In Progress)
CA - Notary Public
AZ - Notary Public
NMLS
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft Outlook
Microsoft Powerpoint
Microsoft Teams
Customer Relationship Management (CRM) Software
Symitar Episys
Corelation Keystone
Zoom
Google Meet
Paycor
Paylocity
ADP
Paychex
Paycom
Workday
Onpay
Google Workspace
Artificial Intelligence (AI programs)
Mailchimp
Stock and Cryptocurrency Trading
Personal Fitness and Health
Volunteer and Charity Work
Travel and Exploration