Summary
Overview
Work History
Education
Skills
Timeline
Generic

LaPortia McCloud

Missouri City,TX

Summary

Highly motivated Branch Manager and Loan Specialist with over 10 years of progressive experience in consumer finance, sales, and operations management. Proven ability to drive branch profitability, exceed lending targets, and lead high-performing teams while ensuring exceptional customer service and regulatory compliance. Adept at business development, credit analysis, and cultivating strong client relationships.

Overview

12
12
years of professional experience

Work History

Branch Manager

Mariner Finance
Missouri City, Texas
08.2022 - Current
  • Led team of six employees to exceed daily sales and operational goals, generating $200,000 in revenue growth and increased loan originations.
  • Managed branch operations, ensuring budget adherence, staff scheduling, and performance reviews for six direct reports.
  • Oversaw delinquent account collection strategies, achieving targeted goals while minimizing loan losses.auto loan processing and dealer management, securing
  • Spearheaded four new dealership partnerships and processing monthly auto deals.
  • Implemented Key Performance Indicators (KPI) to track progress and refine strategies, enhancing overall branch efficiency.

Broker

Charles Schwab
Indianapolis, Indiana
11.2019 - 06.2022
  • Managed daily interactions with 100 clients, focusing on financial services like IRA management and money transfers.
  • Executed trades in the stock market with precision, reflecting deep understanding of investment strategies.
  • Enhanced client experience by effectively addressing inquiries and clarifying financial procedures.
  • Achieved high levels of client satisfaction through dedicated support and problem-solving.

Account Specialist

World Finance
Indianapolis, IN
05.2014 - 11.2019
  • Managed a portfolio of about 2,000 customer financial accounts, ensuring accurate record keeping and transaction processing.
  • Processed a high volume of payments daily and approved consumer loans weekly, adhering to strict credit guidelines and company policies.
  • Provided personalized financial guidance to customers, helping them understand their account and loan options, leading to improved financial literacy, and resulting in increased loyalty and financial understanding.

Finance Assistant

Auto Nerds
Indianapolis, IN
05.2013 - 08.2014
  • Executed daily processing of auto loan applications with a focus on documentation accuracy.
  • Oversaw vehicle title and tag management, ensuring compliance throughout the registration process.
  • Worked alongside sales teams to streamline loan approvals, benefiting customers during purchases.

Education

Accounting And Finance

DeVry University
Irving, TX
06.2027

High School Diploma -

Booker T Washington High School
Tuskegee, AL
05.2003

Skills

  • Microsoft Excel, Word, and Adobe software proficiency
  • Taxation expertise
  • Cash handling abilities
  • Team training and development
  • Data entry accuracy
  • Budgeting with financial reporting
  • Problem-solving aptitude
  • Customer service excellence
  • Collections strategy implementation
  • Attention to detail focus
  • Time management with multitasking
  • Adaptability in team collaboration
  • Verbal and written communication proficiency
  • Branch operations experience
  • Loan processing knowledge
  • Financial analysis skills
  • Account management strategies
  • Performance evaluation methods
  • Effective communication practices
  • Team player attitude
  • Financial planning capabilities
  • Loan documentation expertise
  • Written/verbal communication effectiveness
  • Collections management techniques

Timeline

Branch Manager

Mariner Finance
08.2022 - Current

Broker

Charles Schwab
11.2019 - 06.2022

Account Specialist

World Finance
05.2014 - 11.2019

Finance Assistant

Auto Nerds
05.2013 - 08.2014

Accounting And Finance

DeVry University

High School Diploma -

Booker T Washington High School

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