Joe Martinez Jr.
Frisco,TX
Summary
- Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
- Quick-thinking Supervisor recognized for success in guiding teams and boosting performance. Practical problem-solver with excellent issue and conflict resolution skills to drive team and organizational success. Highly effective and knowledgeable in process improvement and inventory control.
Overview
15
15
years of professional experience
Work History
Branch Manager
InTouch Credit Union
09.2023 - Current
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Managed a Book of Business of more than $340mm (Lakes Branch) and $135mm (Horizon Ridge Branch) which included Private Client, Commercial and Small Business
- Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the bank's objectives
- Manage branch partners including Financial Advisors, Relationship Managers, and Mortgage Lending Officers
- Establish and lead quarterly PB/Teller workshops
- Active in community projects; Teaching Kids How to Save Program & Three-Square Food Bank, and Random Acts of Kindness
Loan Officer
Team Wally Home Loan
01.2021 - 07.2023
- Originated, reviewed, processed, closed, and administered all client loan proposals for any residential request, managing leads and entering them into Salesforce, with proactive follow up
- Proactively work with a Processor to ensure on time and smooth closings
- Drive to build and establish interpersonal relationships with Teammates, Realtors, Title Agents, and Appraisers
- Conduct Annual Mortgage Reviews to assist in maximizing savings and leverage resource partners and align with client's goals.
Branch Manager/Loan Officer
WAFD Bank
05.2019 - 12.2020
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
Branch Manager
Citibank
02.2009 - 10.2018
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Education
Majoring In Computer Science and Engineering -
University Of Texas At Arlington
Arlington, TXHigh School Diploma -
Marine Military Academy
Harlingen, TX05.2007
Skills
- Coaching and Mentoring
- Relationship Building
- Sales Development
- Risk Mitigation
- Interviewing and Hiring
- Proficient in Microsoft
- Business development expertise
- Employee Development
- Notary Public
- P&C Insurance License
- NLMS Licensed
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
References
Julia Thomas, Regional VP
Timeline
Branch Manager
InTouch Credit Union
09.2023 - Current
Loan Officer
Team Wally Home Loan
01.2021 - 07.2023
Branch Manager/Loan Officer
WAFD Bank
05.2019 - 12.2020
Branch Manager
Citibank
02.2009 - 10.2018
Majoring In Computer Science and Engineering -
University Of Texas At Arlington
High School Diploma -
Marine Military Academy