Lisabeth Gatica
El Paso
Summary
Highly detail-oriented and professional Branch Manager successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.
Overview
23
23
years of professional experience
Work History
Branch Manager
BMO Bank
07.2022 - 02.2025
- Manage employees and lead day to day responsibilities
- Recruit and interview new employees
- Coaching employees in the moment and monthly dialogs to find opportunities/gaps they are missing
- Assist with customer service to ensure overall customer satisfaction
- Lead a Diverse and inclusive environment
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Complied with regulatory guidelines and requirements.
Assistant Branch Manager
UW Credit Union
04.2021 - 06.2022
- Coaching Team, Peer mentorship & Training
- Delivery great member experience
- Ensure Branch operations are executed
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
Bilingual Financial Specialist
UW Credit Union
09.2017 - 04.2021
- Perform financial guidance in the member’s best interest
- 2018 & 2019 Top Performer
- VIP nominated & ELP (Emerging Leader Program Qualifier)
- Help build long lasting relationships with members
- Credit Consultation with members to help them better their financial goals
- Process Loans & open new accounts
- Teller to support the branch needs
Mortgage Processor
Wells Fargo Home Mortgage
08.2016 - 09.2017
- Processed Mortgage Loans
- Communicate with Underwriters and Loan officers to determine the proper Home Loan program for the customers
- Maintain about 30 loans in a Pipeline
- Ability to Multitask throughout the day and maintain a confidential work environment
Appraiser Associate/Office Manager
Broom Appraisal
11.2013 - 08.2016
- Assisted owner with the Typing of all Appraisal Reports
- Managed Appraisal company by Daily Communication with AMC Companies
- Maintain Calendar and all Phone calls from Companies and Customers
- Organized Files, Maintain Files in Compliances for Broom Appraisal
Administrative Assistant
Steve Penn (Northwestern Mutual)
01.2009 - 09.2010
- Assisted with all aspects of Steve's financial planning and insurance business
- Communicated with current and potential clients to set appointments
- Responsible for making sure all files compliant with regulations
- Maintained insurance underwriting
- Used Bilingual skills with assisting customers
Mortgage Loan Officer/Processor
At Home Mortgage
02.2003 - 01.2006
- Served as a Mortgage Loan Officer for the Hispanic Market within our company
- Facilitated loans from beginning to end
- Closely worked with Banks, Title Companies and Realtors
- Served as a Financial Specialist with credit report education
Teller
Farmers & Merchants Bank
10.2001 - 01.2002
- Look for opportunities by cross selling products to further the customer's relationship
- Refer to other lines of business; Mortgage, Business & Investments
- Opened and closed checking account for current or new customers
- Translated for Spanish speaking customers
- Cash handling, cashing checks, making money order
Education
Financing -
Madison Area Technical College
01.2010
Diploma -
West High School
01.2000
Skills
- Bilingual in Spanish
- Microsoft Office
- 75 wpm
- Detailed oriented
- Very organized
- Coaching and developing others
- Goals and performance
- Relationship building and management
- Excellent time management skills
- Cash handling expertise
- Operations management
Languages
Spanish
Native or Bilingual
Timeline
Branch Manager
BMO Bank
07.2022 - 02.2025
Assistant Branch Manager
UW Credit Union
04.2021 - 06.2022
Bilingual Financial Specialist
UW Credit Union
09.2017 - 04.2021
Mortgage Processor
Wells Fargo Home Mortgage
08.2016 - 09.2017
Appraiser Associate/Office Manager
Broom Appraisal
11.2013 - 08.2016
Administrative Assistant
Steve Penn (Northwestern Mutual)
01.2009 - 09.2010
Mortgage Loan Officer/Processor
At Home Mortgage
02.2003 - 01.2006
Teller
Farmers & Merchants Bank
10.2001 - 01.2002
Diploma -
West High School
Financing -
Madison Area Technical College
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