Results-driven professional with a proven track record in team leadership and performance improvement. Skilled in conflict resolution and customer focus, consistently enhancing service delivery and operational efficiency.
Dedicated team leader with extensive experience in banking and insurance. Known for strong coaching and mentoring capabilities, fostering high-performing teams that prioritize customer satisfaction and streamline processes to achieve operational excellence.
Detail-oriented professional with a background in commercial banking and mortgage processing. Expertise in schedule management and performance monitoring, contributing to improved workflow efficiency and elevated client service standards.
Overview
26
26
years of professional experience
Work History
Team Lead
UMB Bank N.A.
Dubuque, IA
10.2025 - 07.2026
Worked with the insurance team in collecting insurance renewal certificates for Commercial properties.
Worked on several projects for the insurance department.
Pulled monthly reports for expiring insurance certificates.
Commercial Banking Assistant Supervisor
Heartland Financial
Dubuque, IA
06.2018 - 10.2025
Processed customer transactions accurately and efficiently, enhancing service delivery.
Assisted in account management, ensuring compliance with banking regulations and policies.
Supported loan processing by gathering documentation and verifying applicant information.
Coordinated communication between departments to streamline operational workflows.
Led initiatives to enhance customer service quality, resulting in higher client satisfaction rates.
Supervised a team of 6.
Imaged banking and loan documents, created computerized placeholders and built comprehensive electronic credit files.
Supported branch operations by maintaining compliance with internal policies and regulatory requirements.
Mortgage Loan Processing Supervisor
Heartland Financial
Dubuque, IA
06.2000 - 06.2018
Oversaw daily processing operations, ensuring compliance with industry standards and organizational policies.
Trained and mentored team members, fostering a culture of continuous improvement and operational excellence.
Analyzed process workflows to identify inefficiencies, implementing solutions that enhanced productivity.
Coordinated cross-functional communication to streamline processing activities and improve service delivery.