Meaghan Thompson
Burnaby ,BC
Summary
Dynamic Branch Manager with a proven track record at Fairstone Financial, excelling in operations management and customer service. Expert in coaching and mentoring teams, driving performance improvements, and enhancing client relationships. Successfully streamlined loan processes, achieving significant reductions in turnaround times while fostering a culture of continuous growth and satisfaction.
Overview
13
13
years of professional experience
Work History
Branch Manager
Fairstone Financial
11.2020 - Current
- Led branch operations, ensuring compliance with financial regulations and policies.
- Developed and implemented strategies to enhance customer service and satisfaction.
- Mentored and trained staff, fostering a culture of continuous improvement and professional growth.
- Analyzed branch performance metrics to identify areas for operational efficiency and growth.
- Established strong relationships with clients, addressing concerns and promoting loyalty initiatives.
- Streamlined processes to reduce turnaround times for loan approvals and disbursements.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Lending Specialist
Fairstone Financial
03.2013 - 11.2020
- Analyzed customer financial needs to recommend tailored lending solutions.
- Assisted clients in completing loan applications, ensuring accuracy and compliance with regulations.
- Developed strong relationships with clients to enhance customer satisfaction and retention rates.
- Mentored junior staff on best practices for loan processing and customer service protocols.
- Promoted multiple times within the 7 years in the Victoria branch.
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
Education
High School Diploma -
Belmont Senior Secondary
01-2004
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Excellent work ethic
- Coaching and mentoring
- Relationship building and management
- Strong team-builder
- Training and development
- Staff training
- Interviewing and hiring
Timeline
Branch Manager
Fairstone Financial
11.2020 - Current
Lending Specialist
Fairstone Financial
03.2013 - 11.2020
High School Diploma -
Belmont Senior Secondary