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LATOYA MARTIN
Horn Lake,MS
Summary
Accomplished financial services professional with more than 20 years of experience in banking, tax preparation, and financial operations. Proven leader with extensive expertise in branch management, consumer lending, regulatory compliance, and staff development within the credit union industry. Demonstrated ability to drive operational efficiency, lead high-performing teams, strengthen member relationships, and deliver exceptional financial services.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Vice President of Branch Operations
First South Financial Credit Union
03.2013 - Current
- Directs daily branch operations while ensuring compliance with financial regulations, policies, and internal controls.
- Supervised, coached, and developed branch staff to maintain high performance and exceptional member service.
- Hires, recruits and trains employees to improve productivity and operational efficiency.
- Processes and approves consumer loans including auto loans, credit cards, and home equity lines of credit (HELOCs), etc.
- Develops and implements strategic goals to improve branch performance and member satisfaction.
- Prepares and delivers accurate monthly board reports detailing operational and financial performance.
- Leads business development efforts by identifying new markets, expanding services, and building strong client relationships.
- Manages branch cash operations including teller drawer balancing, vault cash verification, and ATM reconciliation.
- Approves employee schedules, sick leave, overtime, and payroll timecards.
- Conducts weekly and monthly internal branch audits to ensure regulatory compliance and operational accuracy.
- Issues Certificates of Deposit (CDs) and managed IRA account transactions including withdrawals.
- Maintains operational readiness through supply management and adherence to branch procedures.
- Modeled professionalism, leadership, and service standards for all branch employees.
- Implemented and developed operational standards, policies and procedures.
Tax Expert (Seasonal)
TurboTax
01.2018 - 04.2026
- Prepares and review federal and state individual income tax returns for clients, and answers inquiries pertaining to uploaded tax documents.
- Provides tax guidance and support to ensure compliance with current tax laws and regulations.
- Assists taxpayers with deductions, credits, filing questions, and documentation requirements.
- Managed aproximately 25-35 incoming calls and chats from customers.
- Reviews financial records and tax documents for accuracy prior to submission.
- Maintains strict confidentiality while handling sensitive financial information, and coordinates with multiple departments to escalate issues to be resolved.
Education
High School Diploma -
Northside High Scholl
Memphis05.2000
College Coursework - Finance and Accounting
Southwest Tennessee Community College
Memphis, TN01.2006
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Tax return preparation
- Client communication
- Data inputting
- Relationship building
- Tax law compliance
- Financial statement review
- Tax audit procedures
- Regulatory compliance
Accomplishments
Grew business through networking throughout the community, had the number one branch in sales and new members due to networking events. Exceeded quarterly productivity all of 2025.
Certification
- NMLS Licensed / Registered Mortgage Loan Originator
- State-Appointed Notary Public
Languages
English
Timeline
Tax Expert (Seasonal)
TurboTax
01.2018 - 04.2026
Vice President of Branch Operations
First South Financial Credit Union
03.2013 - Current
High School Diploma -
Northside High Scholl
College Coursework - Finance and Accounting
Southwest Tennessee Community College