Jef Atwood
Portland,OR
Summary
Branch Manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations. Hard-working team player with a passion for building relationships internally and externally to reach company goals. Skilled at lending process from collection of customer documentation through the loan signing and funding.
Overview
13
13
years of professional experience
Work History
Branch Manager
Umpqua Bank
10.2022 - 10.2023
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Developed strategies to increase customer satisfaction and loyalty.
- Reviewed loan applications to ensure accuracy and compliance with regulations including pre-underwriting credit for consumers and business loan applicants.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Managed staff scheduling, hiring and training processes.
- Participated in community events to promote brand awareness.
Relationship Banker
Umpqua Bank
04.2011 - 10.2022
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Prepared loan documents for review and approval by bank management.
- Maintained records of all customer interactions in a secure database system.
- Performed risk analysis on prospective loans prior to underwriting process.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
Education
Bachelor of Arts - Marketing
Oregon State University
Corvallis, OR12.2000
Skills
- Relationship Building and Management
- Financial Advising
- Information Security
- Accounts Payable
- Financial Analysis
- Coaching and Mentoring
- Customer Service
- Operational Reports
- Employee Development
- Excellent Communication Skills
- Loan Documentation
- Conflict Resolution
- Proficient in Microsoft Suite
Affiliations
- Extensive traveler and learner of all different cultures
Accomplishments
- Top 3 Banker in 2022.
- Exceeded lending goals for 6 years in a row.
- Beaumont Business Association Treasurer 2016-1019
Timeline
Branch Manager
Umpqua Bank
10.2022 - 10.2023
Relationship Banker
Umpqua Bank
04.2011 - 10.2022
Bachelor of Arts - Marketing
Oregon State University