Melina Perez
San Diego
Summary
Dynamic AVP Branch Manager with a proven track record at Mission Federal Credit Union, excelling in sales management and customer service. Cultivated strong client relationships, consistently exceeding sales goals and enhancing team performance through effective staff development. Recognized for strategic growth initiatives and delivering exceptional results in a competitive market.
Overview
19
19
years of professional experience
Work History
AVP, Branch Manager II
Mission Federal Credit Union
07.2018 - Current
- Managed and motivated employees to be productive and engaged in work.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Organized and participated in client appreciation events, fostering strong community and enhancing client loyalty.
- Conducted in-depth market research to identify new business opportunities and potential areas for expansion.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Controlled costs to keep business operating within budget and increase profits.
- Developed and maintained relationships with customers and suppliers through account development.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Sr. Mortgage Loan Officer
Bank Of America
06.2016 - 07.2018
- Prepared comprehensive loan files that included detailed documentation needed for underwriting approval.
- Managed pipeline of mortgage applications for timely processing and closing, resulting in satisfied clients.
- Increased loan production by developing and maintaining strong relationships with realtors, builders, and other referral sources.
- Educated clients on various loan products available to them, ensuring they made informed decisions regarding their financing options.
- Delivered engaging presentations at homebuyer seminars to educate potential clients on the home buying process and available financing options.
AVP Branch Manager
JP Morgan Chase
09.2006 - 06.2016
- Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
- Managed daily operations while maintaining a high level of efficiency, productivity, and customer service.
- Boosted employee morale through effective communication, recognition initiatives, and opportunities for career development.
- Developed and executed strategic growth plans for expanding the branch''s market share and client base.
- Enhanced team productivity by providing training and mentorship to junior staff members.
- Streamlined workflow processes to increase operational efficiency without compromising on service quality or delivery speed.
Education
High School Diploma -
La Jolla High School
La Jolla, CA06-2002
Skills
- Sales management
- Staff development
- Excellent work ethic
- Customer service
- Goals and performance
Accomplishments
- Repeatedly received recognition from superiors for excellence in service.
- Grew new accounts 300% in only 3 months.
- Received the “HERO Award” for exemplary performance and recognition for taking existing branch rating #32 to Branch #1 Q4- Present, on pace to receive branch of the year.
- Led the bank with more than 120% in sales per category YTD.
- Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.
Affiliations
- MANA De San Diego
- Washington Elementary Board of Directors
- San Diego Business Chamber of Commerce
Hero Company award for exceeding sales goals
Recognized for outstanding performance in surpassing sales targets by 120% during Q4-2024/Q1 & Q2- 2025. This achievement reflects a consistent commitment to customer relationship building, strategic planning, and delivering results beyond expectations. Played a key role in driving revenue growth and contributing to overall team success.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Interests
- Hiking
- Participating in fundraising events to support local charities, schools, or community projects
- Camping
- Kayaking
- Volunteer Work
Timeline
AVP, Branch Manager II
Mission Federal Credit Union
07.2018 - Current
Sr. Mortgage Loan Officer
Bank Of America
06.2016 - 07.2018
AVP Branch Manager
JP Morgan Chase
09.2006 - 06.2016
High School Diploma -
La Jolla High School
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