Summary
Overview
Work History
Education
Skills
Timeline
Generic

Monica Packer

Temple

Summary

Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.

Overview

10
10
years of professional experience

Work History

Branch Manager

JPMorgan Chase
05.2023 - Current
  • 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.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.

Business Officer

Texell Credit Union
09.2022 - 04.2023
  • Conducted interviews and reviewed financial history, credit and property evaluations of each customer.
  • Obtained and reviewed corporate financial statements.
  • Researched and updated industry knowledge on changing legislation and regulations.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Processed loan applications and monitored progress from start to finish.
  • Monitored pipelines to track and log status of loans.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Evaluated loan requests and documents to verify accuracy and completeness.

Branch Manager

Texell Credit Union
05.2021 - 09.2022
  • Manage a team consisting of 6 tellers, 3 financial service specialist and 1 Assistant Manager.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Complied with regulatory guidelines and requirements.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Engaged employees in business processes with positive motivational techniques.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Launched new training program to boost employee skills and staff retention rate.
  • 2021 Manager Of the Year

Branch Manager

Texell Credit Union
03.2018 - 05.2021
  • Manage a team consisting of 2 tellers, 1 financial service specialist and 1 Assistant Manager.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and procedures.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Underwrite loan approvals and denials based on customer loan application reviews. Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Engaged employees in business processes with positive motivational techniques.
  • Maintained friendly and professional customer interactions.
  • 2018 Best Survey

Assistant Branch Manager

Texell Credit Union
07.2017 - 03.2018
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Demonstrated knowledge of branch financial products, including loans and lines of credit.
  • Reviewed credit applications for risk factors and credit worthiness.
  • Implemented process improvements to increase productivity.
  • Developed sales strategy to meet established sales objectives. .
  • Maximized efficiency through effective resource allocation and employee management.
  • Contacted potential clients to pursue sales and gather funds. Executed customer transactions, including deposits, withdrawals, money orders and checks.

Financial Service Specialist

Texell Credit Union
01.2016 - 07.2017
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Processed sales referrals and promoted bank services and products.
  • Established new customer accounts, including checking, savings, lines of credit and loans.
  • 2016 Director's Choice

Teller

Texell Credit Union
09.2015 - 01.2016
  • Maintained a teller drawer to perform transactions.
  • Organized, stocked and maintained the branch.
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Coordinated daily cash reconciliation in high-volume location.
  • Executed wire transfers, stop payments and account
  • Identified sales opportunities and referred customers to branch partners in financial services.

Education

Bachelor of Science - Business Administration And Management

Western Governors University
Salt Lake City, UT
12-2025

Skills

  • Problem Solving
  • public speaking
  • Goals and performance
  • Sale expertise
  • Business development
  • Detailed Oriented
  • Underwriting

Timeline

Branch Manager

JPMorgan Chase
05.2023 - Current

Business Officer

Texell Credit Union
09.2022 - 04.2023

Branch Manager

Texell Credit Union
05.2021 - 09.2022

Branch Manager

Texell Credit Union
03.2018 - 05.2021

Assistant Branch Manager

Texell Credit Union
07.2017 - 03.2018

Financial Service Specialist

Texell Credit Union
01.2016 - 07.2017

Teller

Texell Credit Union
09.2015 - 01.2016

Bachelor of Science - Business Administration And Management

Western Governors University

Similar Profiles

CREATE PROFILE