Kristi Modica
Lake County,Ohio
Summary
Professional Bank Branch Manager with over 14 years in banking and financial services. Proficient in exceeding branch financial goals. Exceptional customer service and in depth knowledge of financial product availability. Strong communication, leadership, community engagement, and professionalism to ensure success of individual team and overall financial institution. Seeking new position where hard work and dedication will be valued.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Branch Manager
Cardianl Credit Union
Mentor, OH
06.2020 - Current
- Provided guidance and training to team members in order to ensure proper procedures were followed consistently.
- Participated in community events related to banking services provided by the bank.
- Analyzed financial data to identify trends and opportunities for improvement.
- Resolved customer inquiries quickly and efficiently while maintaining excellent service standards.
Asssistant Branch Manager
Univeristy Federal Credit Union
Austin, TX
05.2018 - 06.2020
- Developed comprehensive training plans for staff members related to interactive products or services.
- Managed relationships with key stakeholders including vendors, partners, clients, and internal teams.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
- Recruited, hired and trained new hires to optimize profitability.
Loan Officer
Cardinal Credit Union
Mentor, OH
08.2014 - 04.2018
- Explained various types of loans available to customers and their associated terms and conditions.
- Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
- Attended periodic training sessions related to consumer lending operations.
- Approved or denied loan applications based on established guidelines.
Call Center Supervisor
Cardinal Credit Union
Mentor, OH
04.2012 - 08.2014
- Developed processes and systems to improve efficiency within the department.
- Provided guidance, training, coaching and mentoring to call center team members.
- Worked with training team to maintain frontline agent and tier I and II agent product support and certification training initiatives.
- Trained and supervised new employees to promote overall team productivity and consistent service.
Education
BBA - Business Administration And Management
Cleveland State University
Cleveland, OH11-2025
Associate in Business Management - Business Administration And Management
Lakeland Community College
Willoughby, OH11-2024
Associate of Human Resourse - Human Resources Management
Lakeland Community College
Willoughby, OH11-2024
Skills
- Underwriting loan applications
- Financial Analysis
- Leadership/Mentoring
- Staff management/Scheduling
- Interview/Train new employee's
- Community outreach and development
- Exceeds financial goals
- Relationship building and management
- Multi-tasking ability
- Federal Regulations
Certification
- NMLS
- CUNA Certified Financial consoler
- Leadership Development Certification (Mike Neil)
Affiliations
- MACC board member
Accomplishments
- Cardinal Credit Union Top Direct lending performer 2014,2015,2016,2017,2018,2020,2021,2022,2023,2024
References
References available upon request.
Timeline
Branch Manager
Cardianl Credit Union
06.2020 - Current
Asssistant Branch Manager
Univeristy Federal Credit Union
05.2018 - 06.2020
Loan Officer
Cardinal Credit Union
08.2014 - 04.2018
Call Center Supervisor
Cardinal Credit Union
04.2012 - 08.2014
BBA - Business Administration And Management
Cleveland State University
Associate in Business Management - Business Administration And Management
Lakeland Community College
Associate of Human Resourse - Human Resources Management
Lakeland Community College
- NMLS
- CUNA Certified Financial consoler
- Leadership Development Certification (Mike Neil)
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