Open To Work
Kelly Diaz
Moore,OK
Summary
Branch Manager with a proven track record in driving $1.5M in revenue growth and achieving 100% policy compliance. Effectively trained staff across all functions, fostering a positive culture and strengthening community relationships.
Overview
20
20
years of professional experience
Work History
Branch Manager
Sun Loan and Tax Services
Midwest City, OK
12.2008 - Current
- Oversaw daily operations for team of 4, ensuring compliance with company policies.
- Achieved 100% policy compliance through comprehensive staff training across all functions.
- Managed revenue growth of $1,507,890 by implementing effective strategic initiatives.
- Conducted regular performance reviews to evaluate employee development and progress.
- Built community relationships via local events to enhance brand presence.
- Approved time-off requests and managed payroll processing for timely transactions.
- Developed branch marketing strategies to attract new clients and drive engagement.
- Oversaw financial transactions and maintained accurate records for audits.
- Analyzed customer feedback to improve service delivery processes.
- Coordinated tax preparation services for diverse client needs.
- Managed staff scheduling, hiring and training processes.
- Planned work schedules to maintain adequate staffing levels.
- Resolved escalated customer complaints in a timely manner.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Developed strategies to increase customer satisfaction and loyalty.
- Performed regular audits of financial records in order to ensure accuracy.
- Assisted other branches when needed during peak periods or special projects.
- Participated in community events to promote brand awareness.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
Assistant Manager
Dressbarn
06.2006 - 12.2008
- Developed and executed strategies that drove sales and built customer loyalty through store programs.
- Trained and supervised team members, enhancing customer service and fostering a positive shopping experience.
- Oversaw daily operations, ensured compliance with company policies, and upheld operational integrity.
Education
High School Diploma -
Del City High School
Del City05-1995
Skills
- Loan servicing
- Compliance management
- Regulatory compliance
- Risk management
- Account reconciliation
- Cash handling and payment processing
- KPI implementation
- Financial analysis
- Coaching and mentoring
- Training and staff development
- Team leadership
- Leadership development
- Customer service excellence
- Problem solving and collaboration
- Communication skills
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteHybridRemoteSalary Range
$64000/yr - $200000/yrTimeline
Branch Manager
Sun Loan and Tax Services
12.2008 - Current
Assistant Manager
Dressbarn
06.2006 - 12.2008
High School Diploma -
Del City High School