Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Professional References
Timeline
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Holly Brazelton, CFE

Summary

Bank Branch Retail Executive with over 29 years of successful experience in banking and 20 years in management. Sharp banking professional whose talents shine in a competitive, innovative and detailed environment. Track record of increasing sales, improving client retention and growing client base. Recognized consistently for performance excellence and contributions to success in the financial industry. Strengths in team building and generating revenue, backed by training in fraud science. Passionate in risk management and employee development. Dedicated to risk awareness and ethical leadership. Motivated by continuous growth and success.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Branch Retail Executive

BBVA Compass Bank/PNC Bank
Menifee, Ca
09.2011 - Current

Earned "Pinnacle Branch" status in 2019.

Deliver informational sales presentations to potential investors to build symbiotic client relationships. Achieve proper compliance scores and accurate executive level reporting. Actively recruit employees and oversee training for all new branch employees. Develop the annual branch business plan for maximum profitability and effectiveness. Implement annual performance appraisals for all branch staff. Achieve above average client satisfaction ratings year over year. Adhere to all federal and state compliance guidelines for retail mortgage, consumer, and business lending. Analyze applicants' financial status, credit and property evaluation to determine feasibility of issuing loans. Educate clients on the variety of loan products and available credit options. Reconcile client and internal accounts. Lead by example with a humanistic approach. Record of low employee turn-over and high employee promotions.

Retail Branch Manager

Washington Mutual Bank/JP Morgan Chase Bank
Corona, Ca
08.1995 - 08.2011

Earned "Premier Branch" status in 2005, 2006, and 2008.

Increased core deposit growth by 32% of annual goal. Developed the annual branch business plan and exceeded expectations from 2004-2010. Actively recruited and oversaw training for all new branch employees. Created and delivered annual performance appraisals for all branch staff. Managed the first and second largest branches in the region (FTE 27 and 32), achieving top notch customer service scores. Passed all internal and external audits. Coached and developed employees in all branch positions. Managed and grew multiple branches varying in size, including established and start-up branches. Acted as back up to the District Manager and District Operations Manager positions. Developed internal auditor skills.

Education

License - CFE

Association of Certified Fraud Examiners
United States
02.2018

Associate of Applied Science - Computer Information Science

Coleman College
San Marcos, CA
06.2000

Skills

  • Excellent work ethic
  • Excels in team leadership
  • Financial analysis and planning
  • Experienced in risk management
  • Interpersonal communication
  • California Notary Public
  • Proficient in MS Word, Excel, Power Point, Google Drive, Google Sheets

Certification

  • Certified Fraud Examiner, ACFE - 2018

Accomplishments

  • Received several internal audit score of 100% (never failed an audit).
  • Created strategies to develop and expand existing customer sales, resulting in a 38% increase in annual sales vs budgets.
  • Exceeded sales objectives in 2004-2010 and 2014-2020.
  • Achieved top 5 percent in monthly and annual sales - several times.
  • Earned multiple annual top branch status.
  • Liaison for branch acquisitions.
  • Training branch for district new hires.

Professional References

Former Manager - BBVA Bank/PNC Bank

PNC Bank - Regional Manager

Eddriss Yonus - 858-254-8358

eddriss.yonus@pnc.com

Former Manager - BBVA Bank

PNC Bank - Regional Manager

Jennifer Sampley - 951-293-2518

jennifer.sampley@pnc.com

Former Manager - Washington Mutual Bank

PNC Bank - Regional Manager

Lynne Steel - 951-837-6216

lynne.steel@pnc.com

Former Peer - BBVA Bank/PNC Bank

BBVA Bank - Business Partner

Madianne Acock - 760-408-7790

madianneacock@yahoo.com

Additional references available upon request

Timeline

Branch Retail Executive

BBVA Compass Bank/PNC Bank
09.2011 - Current

Retail Branch Manager

Washington Mutual Bank/JP Morgan Chase Bank
08.1995 - 08.2011

License - CFE

Association of Certified Fraud Examiners

Associate of Applied Science - Computer Information Science

Coleman College
Holly Brazelton, CFE