In Home Social Service Care ProviderLoan OfficerBranch ManagerBranch ManagerTeller/ New accounts
47
Years of experience
Business Woman of the Year 2006 award
President of Hispanic Chamber of Commerce
Ran the Beta Breaker Marathon 1991 San Francisco CA
Board Member of 8 organizations
Notary Public of Yolo County
Work History
Loan Officer
5 Years 2 Months
West American Bank | 06.2010 - 08.2015
Evaluated client financial profiles to determine eligibility for loan products.
Facilitated communication between borrowers and underwriting teams to expedite loan processing.
Developed customized loan solutions based on individual client needs and financial situations.
Conducted thorough risk assessments to mitigate potential lending issues and ensure compliance.
Implemented process improvements that enhanced efficiency in loan application reviews and approvals.
Analyzed market trends to identify new opportunities for loan product offerings and services.
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Developed strong relationships with customers through high levels of customer service.
Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
Branch Manager
14 Years 9 Months
Golden 1 Credit Union | 11.2000 - 08.2015
Enhanced branch profitability.
Developed a high-performing team through targeted recruitment, training, and performance.
Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.
Created and executed marketing strategies, increasing brand awareness and attracting new customers.
Developed strategic plans for day-to-day financial operations.
Developed and implemented strategies to enhance member satisfaction and retention.
Trained and mentored staff, fostering a collaborative and high-performance team environment.
Maintained friendly and professional customer interactions.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
In Home Social Service Care Provider
2 Years 2 Months
Sabra Brum | 08.2023 - 10.2025
Provided compassionate care to clients, ensuring comfort and safety in daily routines.
Assisted clients with personal hygiene and mobility needs, enhancing quality of life.
Monitored client health and reported changes to healthcare professionals promptly.
Developed individualized care plans in collaboration with family members and healthcare teams.
Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
Helped with home management tasks, meal preparation, grocery shopping, and routine cleaning.
Reduced patient anxiety and stress through effective communication and active listening skills.
Branch Manager
2 Years 5 Months
River City Bank | 06.2007 - 11.2009
Led daily branch operations, ensuring compliance with regulations and organizational standards.
Developed and implemented strategies to enhance member satisfaction and retention.
Trained and mentored staff, fostering a collaborative and high-performance team environment.
Managed budgeting processes, optimizing resource allocation for branch efficiency.
Collaborated with cross-functional teams to launch new financial products and services.
Oversaw risk management protocols, safeguarding assets and minimizing potential losses.
Established community partnerships to promote brand awareness and drive membership growth.
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.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
Elevated staff morale and productivity by introducing system of rewards and recognition for outstanding performance.
Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Teller/New Accounts
9 Years 4 Months
Imperial Savings and Loan | 02.1979 - 06.1988
Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations.
Managed cash drawer, balancing daily transactions and maintaining security protocols.
Assisted customers with account inquiries, providing exceptional service and resolving issues promptly.
Promoted bank products and services, enhancing customer engagement and satisfaction levels.
Education
Outstanding Honor Student
Financial Institutions Banking | Sacramento CA | 06.1986