Summary
Overview
Work History
Education
Skills
Contact
Awards
Volunteer Experience
References
Accomplishments
Affiliations
Timeline
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Joshua Greenspan

Joshua Greenspan

Chandler,AZ

Summary

Dedicated Bank Regional Manager with over 15 years of experience in the upper management world.. Team player committed to helping employees improve their skills and qualifications in order to achieve greater goals. Proficient in all aspects of bank management and operation, including staff coordination, customer service, and account management. Innovative problem solver with outstanding interpersonal, negotiation, and mediation skills. Detailed-oriented multitasker who thrives in fast-paced environments to ensure success & continues to improve process & procedure.

Overview

12
12
years of professional experience

Work History

Branch Regional Manager

US Bank
Chandler, AZ
06.2015 - Current
  • Manages and coordinates the operational activities for assigned functional areas/regions
  • Ensures quality service and operational support for all the assigned internal and external customers
  • Administers corporate policies and procedures and ensures compliance with applicable laws and regulations
  • Participates in the review and recommendation of operational systems and procedures
  • Supervised the 2020 - Team to carry a pipeline of 1000 loans throughout the year to achieve a record year for booking 1.2 billion dollars.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
  • Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Resolved conflicts between customers and employees within the region.

Loan Administration Manager

Wells Fargo Bank
Vancouver
04.2013 - 05.2015
  • Interviewed, hired, and developed team members
  • Managed pipelines, up to 600 accounts at a time
  • Worked with lending managers to reduce risks regarding approvals or denials within home mortgage loans
  • Built partnerships with internal departments to meet the OCC regulations and guidelines, including, liquidations, settlement, underwriting and audit teams.
  • Managed and monitored the loan administration process to ensure compliance with internal policies and external regulations.
  • Developed strategies for streamlining the loan administration process, resulting in improved efficiency and cost savings.
  • Resolved customer complaints in a timely manner.
  • Reviewed loan applications for accuracy and completeness before submission to underwriting.
  • Monitored changes in applicable laws and regulations related to loan servicing.

Work Director

Wells Fargo Bank
Vancouver
04.2012 - 04.2013
  • Worked with representatives on the training and development of the new hires to improve their professional efficiency and success
  • Trained new hires to work with managers on their daily tasks
  • Offered suggestions and recommendations to improve the department's functions
  • Conducted meetings with representatives and managers to communicate group updates, progressions and best practices.
  • Analyzed problematic situations and occurrences to provide solutions and facilitate company survival and growth.
  • Mitigated business risks by working closely with staff members and assessing performance.
  • Developed policies related to personnel matters such as hiring, promotion, discipline.
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
  • Conducted regular performance reviews with staff members.

Education

Bachelor of Science in Justice Studies - Human rights and globalization

Arizona State University
01.1999

Skills

  • Operational Management
  • Performance Management
  • Personnel Monitoring
  • Sales Development
  • SLA requirements
  • Federal Regulations
  • Staff Management
  • Strategic Planning
  • Cost Reduction
  • monthly incentive requirements

Contact

cell 480-220-8576

Awards

Gold Shield Award 2019, Achieved regional recognition for changing the entire image of US Bank Home Mortgage in the Northwest by placing our clients above all and establishing effective processes which allow our teams to stay ahead. This accomplishment has given our Bank a solid foundation to create new partnerships and progressive business growth.

Volunteer Experience

Member of the Cornerstone Committee contributing by setting up events for our team members - 2014 Volunteered with United Way assisted to raise a record of $41.9 million & continue to be a partner yearly with the United way.

References

EXCELLENT REFERENCES UPON REQUEST

Accomplishments

  • Gold shield award in 2019- Achieved
    regional recognition for
    changing the entire image of US Bank
    Home Mortgage in the Northwest by
    placing our clients above all and
    establishing effective processes which
    allow our teams to stay ahead
    This
    accomplishment has given our
    Bank a solid foundation to create new
    partnerships and progressive business
    growth

Affiliations

  • running
  • hiking
  • keeping up with my 16 year old daughter

Timeline

Branch Regional Manager

US Bank
06.2015 - Current

Loan Administration Manager

Wells Fargo Bank
04.2013 - 05.2015

Work Director

Wells Fargo Bank
04.2012 - 04.2013

Bachelor of Science in Justice Studies - Human rights and globalization

Arizona State University

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Joshua Greenspan