Dynamic Senior Personal Loan Specialist with expertise in customer relationship management, compliance adherence, and problem-solving. Proven ability to exceed sales goals while delivering exceptional service.
Overview
22
22
years of professional experience
Work History
Senior Personal Loan Specialist
OneMain Financial
Temple, TX
07.2024 - 08.2026
Assist customers with personal loan applications and explain available financing options.
Recommend loan products and optional insurance products based on customer's needs.
Build and maintain customer relationships throughout the loan lifecycle.
Managed existing loans, including payment reminders and collection activities, while following company policies and regulations.
Communicated with customers through phone, email, chat, and in-person interactions.
Met individual and branch sales and customer service goals.
Provided excellent customer service with empathy, professionalism, and clear communication.
Branch Manager/Assistant Vice President
Cadence Bank
Waco, Texas
02.2019 - 05.2024
Supervised branch operations, implementing improvements that enhanced overall performance.
Performed banking, business administration, and financial tasks to guarantee five-star service for clients.
Ensured positive, hassle-free customer experience by addressing needs promptly and effectively.
Settled any customer disputes in a professional and pleasant manner.
Increased customer return rates through consistent delivery of excellent customer service.
Managed daily reports to ensure accurate tracking of operations.
Ensured compliance with regulatory requirements and policies.
Trained and mentored employees on banking procedures.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Assistant Branch Manager
First National Bank Texas
Killeen, Texas
02.2005 - 02.2019
Supervised team of 5 branch employees, providing performance evaluation recommendations to enhance team effectiveness.
Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancements.
Trained and developed new team members in alignment with branch service standards and objectives.
Collaborated with tellers, universal bankers, and personal bankers to exceed sales goals.
Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Facilitated customer satisfaction through personal communication and regular follow-ups to address concerns.
Managed employee schedules, aligning individual requests with business needs to ensure optimal staffing.
Demonstrated knowledge of branch financial products.
Attained expert level of product knowledge, becoming the go-to person for any assistance needed by employees.