Summary
Overview
Work History
Education
Skills
Timeline
Generic

Laurie Huffman

Melbourne,FL

Summary

I am a energetic, goal and operational focused person. Communication and empathy strengths are what have guided myself to be a successful leader. As an Assistant Manager experience and knowledge guided the team to exceed Operational and Sales goals. With the collaboration of the Store Manager and Teller Manager the store never failed an Operation Excellence Audit. As a Financial Services Representative, by exceeding goals allowed myself to be recognized as a top performer within the North Florida Market for achieving over a Million Dollars in sales consistently. Currently looking for a new challenge.

Overview

14
14
years of professional experience

Work History

Assistant Store Manager

TD Bank NA
02.2015 - 06.2024
  • Managed daily store operations to ensure optimal customer service and employee productivity.
  • Collaborated with the Store Manager to develop strategic plans for sales growth and operational improvements.
  • Oversaw staff of 12 with scheduling; mentoring; coaching and performance reviews.
  • Conducted regular audits on store procedures and performance, identifying areas for improvement and implementing corrective action plans.
  • Enhanced employee performance through regular coaching, training, and constructive feedback sessions.

Financial Services Representative

TD Bank NA
02.2015 - 06.2024
  • Maintain 2-15 License
  • Present Life and Annuity options to customers through a Financial Review to assist with their retirement needs.
  • Work with Partners in the Wealth Department to refer customers to provide full product opportunities to fulfill customers needs.
  • Coach Team on offering all our products and how to recognize and refer potential Wealth customer.
  • Build and develop customers Retail Banking relationship by reviewing current profiles and develop opportunities for enhanced products.

Sr Operations Specialist

JP Morgan Chase Bank NA
10.2010 - 01.2015

Credit Line/Closing/Quality Assurance Departments

  • Processed Credit Lines for Underwriter review for possible reinstatement including but not limited to: Property Value Declines; IRS and Current Financial condition appeals. Perform Line Reductions and Blocks on Credit Lines and assist customers and bankers by phone and by written requests.
  • Review Final Loan Modifications on all Government Loans making sure guidelines are met. Final Modifications included Private, Asset, Bank owned and Government.
  • Review Loan Modifications for Quality Assurance prior to and after trial periods. Verify all investor guidelines were met. Provide Underwriter corrections to perfect modifications. Generated Trial and Final Modification Documents.

Education

Brevard Community College
Melbourne, FL

American Institute of Banking
Atlanta, GA

Skills

  • NMLS
  • Notary
  • Operational Efficiency
  • Scheduling Coordination
  • Problem-Solving
  • Customer Service and Engagement

Timeline

Assistant Store Manager

TD Bank NA
02.2015 - 06.2024

Financial Services Representative

TD Bank NA
02.2015 - 06.2024

Sr Operations Specialist

JP Morgan Chase Bank NA
10.2010 - 01.2015

Brevard Community College

American Institute of Banking
Laurie Huffman