
Talented leader with 10+ years of progressive leadership experience in financial operations, team development, and process improvement. Demonstrated ability to drive team performance through innovation and effective communication. Experienced in processing member auto loan applications, debt consolidation, savings secured loans, and personal loans, while coordinating collateral control processing. Recognized for outstanding performance with business excellence and strategic leadership awards. Seeking opportunities to leverage advanced skills in financial operations, cross-functional collaboration, and delivering exceptional member service.
• Achieved exceptional member satisfaction with survey results surpassing the regional goal of 92%, including one quarter with a perfect 100% score. These results reflect continuous improvement over the last three quarters.
• Developed a one-pager system to track One View totals, Branch Experience Satisfaction, and training items, linking team efforts to Navy Federal’s Enterprise Strategy and boosting team alignment.
• Promoted financial health by coordinating seven financial health presentations, including mortgage lobby days, women’s financial health events, and Girl Scouts workshops, increasing member engagement and community outreach.
• Led team development resulting in three promotions and one team member converting to permanent status by implementing individual development plans and conducting quarterly developmental 1:1 sessions.
• Maintained high compliance by reducing the branch error rate below the regional cumulative, with decreases in CIP errors (38.5%), Funds Availability errors (14.3%), and Signature/ID errors (8.3%) through regular huddles and training sessions with the Operational Soundness Champion.
• Improved turnover rates with a 1st-year turnover average of 85.7% and overall turnover reduced to 66.7%, using strategies like new hire weekly check-ins, peer interviews, and the Start Stop Change Continue activity.
• Achieved recognition as the Q2 Business Excellence Strategy Award winner in the Carolina Region for exceptional leadership in driving results and promoting a diverse, inclusive workplace.
• Achieved excellent NFLC training completion rates of 100% for the Tenured TL and MSR Curriculums, ensuring team members met critical training milestones.
• Organized four quarterly team-building activities, enhancing team cohesion and professional relationships, with all team members attending and participating.
• Analyzed and resolved member account issues, improving member satisfaction by offering tailored solutions for auto loans, debt consolidation, savings secured loans, and personal loans.
• Processed various loan applications and ensured the proper handling of member titles for submission to collateral control.
• Identified cross-selling opportunities, increasing product penetration by 15% through educating members on Navy Federal’s offerings.
• Trained new hires on cash handling and procedural tasks, ensuring seamless operations and compliance with company policies.
• Directed multi-teller operations, maintaining 100% accuracy in cash transactions and reconciliation for over 10 consecutive quarter's.
• Exceeded sales goals by 125% through proactive client engagement and cross-selling of banking products.
• Trained and mentored new tellers, resulting in a 20% reduction in onboarding time and improving teller performance.
• Ensured compliance with regulatory requirements such as the Bank Secrecy Act and OFAC by conducting regular audits and staff training.
Auto Loan, Debt Consolidation, Savings Secured, and Personal Loan Processing
Collateral Control Coordination
Regulatory Compliance (Lending, Loans)
Process Improvement
Data Integrity & Reporting
Team Leadership & Mentorship
Problem-Solving & Analytical Thinking
Customer Service Excellence
Cross-Functional Collaboration
Microsoft Office Suite (Word, Excel, PowerPoint)
• Promoted to Assistant Manager after serving as Member Service Representative for just one year.
• Received the Sustained Superior Performance (SSP) Award in 2023, recognizing the top 10% of performers in the company.
• Awarded Business Excellence for Leadership for Q2.
• Received the Strategy Coin Award in 2023.
• Recognized as the first Diversity and Inclusion Champion for the Carolina Region.
• Mentored newly promoted Senior Member Service Representative (SMSR), empowering them to excel in their role.
• Awarded liberty leave for branch team based on exceptional Q2 performance.