Iris Minor
Garland,TX
Summary
Enthusiastic Loan Officer provides excellent customer service throughout loan origination process. Well-versed in all types of loans and application processes. Consistently exceeds sales expectations.
Dedicated Community Service Volunteer passionate about engaging in outreach programs and with community. Skilled in identifying resources to meet needs and helping community members obtain benefits and services. Recognized for providing exceptional emotional support to individuals obtaining help.
Seasoned Financial Relationship Consultant with background in providing comprehensive financial guidance to clients. Specialize in relationship building, needs assessment, and personalized portfolio management. Known for translating complex financial concepts into easily understandable terms for diverse client base. In previous roles, developed effective strategies that enhanced customer satisfaction and overall business performance.
Overview
14
14
years of professional experience
Work History
Personal Banker II
Frost Bank
Garland, Texas
10.2023 - Current
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Cross-sold banking products such as credit cards, loans and investments.
- Recognized opportunities for cross-selling additional banking products or services.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Financial Relationship Consultant
Regions Bank
Plano, TX
05.2022 - 10.2024
- Provided comprehensive financial advice to clients and identified suitable product solutions.
- Developed strong relationships with customers by understanding their individual needs and goals.
- Explained complex financial concepts in simple terms to customers.
- Implemented new products, services, processes or systems as needed to improve customer service levels.
Loan Officer
BBVA Compass Bank
Garland, Texas
08.2013 - 05.2022
- Provide excellent customer service while building customer trust and loyalty
- Sell products while meeting monthly sales goals
- Interview prospective loan applicants to determine up front eligibility and screen approval
- Maintain compliance with federal lending regulations and banking policies
- Work with management to design plans to achieve sales goals, loan quotas and conference referrals
- Manage applicants expectations related to processing times, interest rates and closing dates.
Teller
Bank of America
Garland, Texas
01.2011 - 08.2013
- Assisting customers in a prompt and professional manner both in the lobby and the drive
- Provide excellent customer service while building customer trust and loyalty
- Balance cash drawer on daily basis with accuracy
- Duties includes teller responsibilities & other duties assigned
- Sell products while meeting monthly sales goals
- Opening and closing.
Education
High School Diploma -
Naaman Forest High School
Skills
- NMLS
- Public Notary
- Bank security Issues
- Debt & Credit Management
- Over 13 years of customer service experience
- Bilingual English/ Spanish
- Community engagement
- Community relations
- Training and mentoring
Timeline
Personal Banker II
Frost Bank
10.2023 - Current
Financial Relationship Consultant
Regions Bank
05.2022 - 10.2024
Loan Officer
BBVA Compass Bank
08.2013 - 05.2022
Teller
Bank of America
01.2011 - 08.2013
High School Diploma -
Naaman Forest High School