Summary
Overview
Work History
Education
Skills
Affiliations
Additional Information
Timeline
Generic

LISA MARK

Summerville,SC

Summary

Accomplished leader with a proven track record, enhancing operational efficiency and customer satisfaction. Expert in banking and operations management, I excel in team development and relationship building. Successfully implemented audit preparation strategies, achieving significant improvements in compliance and staff performance. Diligent financial professional offering 10 plus years of superior performance in the financial industry. Proven success in utilizing creative sales strategies and financial product expertise. Enterprising People Leader successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.

Overview

11
11
years of professional experience

Work History

Assistant Branch Manager

1st Franklin Financial
11.2022 - Current
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Develops and assures that Branch growth, profitability goals and objectives are met
  • Manages all loans including approval of customer loans and sales finance contracts within delegated authority for lending limits
  • Maintains Branch delinquency control and personally engages with delinquencies as appropriate
  • Delegates the daily assignments of solicitation to new and existing customers
  • Exemplifies and expects that impeccable customer service is always maintained
  • Ensures that communication is disseminated in a timely and efficient manner to all Branch employees
  • Follows up on all Audit results & recommendations

Scheduling Analyst

Telus International
08.2021 - 10.2022
  • Streamlined communication between departments by creating a centralized scheduling system.
  • Enhanced team efficiency with the implementation of advanced scheduling software and tools.
  • Negotiated with department managers to balance competing priorities while maintaining overall project timelines and budget constraints.
  • Reduced conflicts in resource allocation with proactive planning and coordination.
  • Implemented best practices in schedule management to minimize disruptions caused by unplanned absences or emergency situations.
  • Maximized employee satisfaction by considering individual preferences when developing weekly shift rotations and time off requests within operational guidelines.
  • Managed high volumes of scheduling requests, prioritizing tasks based on urgency and impact.
  • Established strong working relationships with internal clients to understand their requirements and constraints in order to create optimal schedules.

Branch Manager

American Financial
02.2019 - 08.2021
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Complied with regulatory guidelines and requirements.

Branch Manager

Lendmark Financial
02.2014 - 02.2019
  • Complied with regulatory guidelines and requirements.
  • Examined customer loan applications for loan approvals and denials.
  • Spearheaded community outreach programs, reinforcing branch's commitment to social responsibility and building community ties.
  • Streamlined loan processing procedures, significantly reducing approval times and improving customer experience.
  • Elevated staff morale and productivity by introducing system of rewards and recognition for outstanding performance.
  • Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.

Education

Associate of Arts - Business And Accounting

Technical College of The Lowcountry
Beaufort, SC

Skills

    Banking

    Operations Management

    Business Development

    Team Development

    Audit preparation

    Staff education and training

    Account Management

    Loan application evaluation

    Loan expertise

    Relationship building and management

    Employee Scheduling

    Staff Management

Affiliations

  • American Business Womens Association
  • Greater Charleston Call center Alliance

Additional Information

Former leader of Diversity networks with American Express.

Graduate of Franklin Covey time management.

Graduate of American Express Leadership Readiness program.

Graduate of Select Health Leadership Development program.

Timeline

Assistant Branch Manager

1st Franklin Financial
11.2022 - Current

Scheduling Analyst

Telus International
08.2021 - 10.2022

Branch Manager

American Financial
02.2019 - 08.2021

Branch Manager

Lendmark Financial
02.2014 - 02.2019

Associate of Arts - Business And Accounting

Technical College of The Lowcountry

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LISA MARK