Jo Ann Perkins
Corpus Christi,TX
Summary
Dynamic Branch Manager with a proven track record at Heights Finance, excelling in relationship management and branch operations. Expert in enhancing customer relationships and driving profitability through strategic leadership and employee development. Demonstrates exceptional attention to detail and a strong work ethic, significantly contributing to team and organizational success.
Overview
19
19
years of professional experience
Work History
Branch Manager
Heights Finance
Corpus Christi, TX
08.2008 - Current
- Managed staff scheduling, hiring and training processes.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Analyzed data to identify trends related to products, services, customers and markets served by the branch.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Assisted other branches when needed during peak periods or special projects.
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Chiropractic Assistant
Holifield Chiropractic
Kingsville, TX
07.2005 - 08.2008
- Greeted patients, verified insurance and collected co-payments.
- Maintained patient records and updated information in the electronic health record system.
- Prepared treatment rooms for patient visits by ensuring that all necessary supplies were available.
- Scheduled appointments for patients both in person and over the phone.
- Assisted chiropractors with treatments including applying hot and cold packs, ultrasound therapy or electrical stimulation.
- Performed administrative tasks such as filing medical documents, answering phones and responding to emails.
- Ensured cleanliness of equipment used during treatments.
- Instructed patients on how to use therapeutic exercises and stretches properly at home to speed recovery time.
- Answered patient questions regarding their care plan or billing inquiries.
- Organized office supplies and ordered new items when necessary.
- Conducted follow up calls to ensure that patients are recovering well from treatments.
- Completed paperwork related to billing procedures accurately according to established protocols.
- Monitored appointment schedules throughout the day to ensure proper flow of operations.
- Adhered strictly to HIPAA regulations while handling confidential patient information.
- Provided assistance with other duties as assigned by chiropractor or office manager.
- Checked out patients at end of visit, collecting any remaining balances due from them.
Education
High School Diploma -
Falfurrias High School
Falfurrias, TX05-2000
Skills
- Relationship building and management
- Customer Service
- Branch Operations Management
- Cash handling expertise
- Work Prioritization
- Employee Development
- Loans
- Relationship Management
- Excellent work ethic
- Collections
- Friendly
- Team Player
- Dependable
- Approachable
- Customer Relationships
- Attention to Detail
Affiliations
- Volunteer at the Gulf Coast Humane Society
Accomplishments
- 1 of 10 chosen across the US and Canada for our company's year long Leadership Deveolpment Program
- Selected to participate in the EDGE Conference.
Languages
Spanish
Limited
Timeline
Branch Manager
Heights Finance
08.2008 - Current
Chiropractic Assistant
Holifield Chiropractic
07.2005 - 08.2008
High School Diploma -
Falfurrias High School
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