Highly-qualified Operations Supervisor successful at taking on routine and complex business challenges with a resourceful and creative approach. A driven, dedicated and hard-working leader with history of streamlining operations and increasing productivity. An individual with significant experience in the financial industry and operations who strives to consistently exceed company objectives to secure client satisfaction and loyalty.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Operations Supervisor
Preferred Employers Insurance
San Diego, CA
11.2023 - 04.2025
Developed and implemented standard operating procedures to ensure efficient workflow for a brand new system.
Identified areas of improvement and developed strategies to increase efficiency for the prior and new system.
Monitored staff performance and provided feedback for improvement.
Provided support to other departments to meet organizational goals.
Assisted in the hiring process by conducting interviews and making recommendations for new hires.
Trained, mentored and motivated employees to maximize team productivity.
Established key performance indicators for tracking progress towards goals and prepared monthly reports outlining key performance indicators.
Worked closely with chief operations officer (direct manager) and other members of the senior leadership team to spearhead new implementations across the organization.
Operations Supervisor
ICW Group Insurance
San Diego, CA
07.2022 - 11.2023
Managed day-to-day operations of the Corporate Services department and supervised day-to-day operations functions and tasks of team members.
Oversaw business procedures and ensured customer satisfaction in the areas of mail, printing, records retention, shipping and receiving, special projects, and inventory control through scanning and distribution.
Monitored operational processes and ensured they were fully documented and reviewed regularly for QA/QC improvement opportunities.
Worked with operations director to establish and implement team metrics and interdepartmental service level agreements.
Worked with team leaders from across ICW to make sure their business operations needs were met, and to trouble shoot any issues or concerns.
Monitored and maintained inventory of all supplies and equipment.
Mortgage Loan Operations Specialist II
US Bank Mortgage
La Mesa, California
03.2021 - 05.2022
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Handled any conditions sent from underwriting departments.
Communicated with originators, closing teams, and applicants concerning progress of loan files.
Received on-going, comprehensive training on home loan products and mortgage process.
Coordinated closing process with attorneys, title companies and government clerks.
Collaborated with team members in order to properly originate, fund, close, service, renew or modify loans as needed and implement changes as needed.
Assistant Branch Manager
US Bank NA
San Diego, CA
09.2018 - 03.2021
Supervised branch personnel and operations, keeping operations and workflows running smoothly .
Performed ATM duties as custodian as well as oversaw branch vault operation duties as vault custodian and distributed currency to coworkers.
Conducted audits and cash exposures
Demonstrated expertise and reasoned guidance regarding loan products, lines of credit and account options.
Planned work schedules to maintain adequate staffing levels.
Developed strategy to achieve target sales goals.
Provided bank leadership in absence of branch manager.
Built client rapport through frequent individualized recommendations for financial products and services.
Personal Banker
US Bank NA
San Diego, CA
02.2014 - 09.2018
Established new accounts for individuals and serviced existing accounts to maximize revenue.
Expanded new and existing client base by promoting new financial products.
Built strong rapport with new and existing clients to better serve financial needs and promote branch.
Collaborated with team members to meet branch targets and objectives.
Education
High School Diploma -
Granite Hills High School
El Cajon, CA
06.2013
Behavioral Sciences
Grossmont College
El Cajon, CA
Skills
Quality Assurance/Quality Control
Spanish Fluency
Customer Service
Multitasking and Organization
Complex Problem Solving
Performance Management
Project Management
Staff Development and Training
Certification
Top Talent Recognition Program Certificate, Us Bank 2015