NATHAN RICHARDS
Jacksonville,FL
Summary
Experienced professional with15 years of expertise in customer service, project coordination, recruiting, talent acquisition, and banking. Adept at leading teams, executing projects, and devising winning strategies for effective resource utilization. Proficient in resolving customer service challenges, staff recruitment, and personnel management. Possesses a strong penchant for precision and organization, dedicated to achieving outcomes aligned with organizational objectives.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Branch Banker
PNC Bank
02.2024 - Current
- Manage customer experiences by identifying financial opportunities, adhering to risk management frameworks, and ensuring compliance with bank policies to mitigate fraud.
- Educate customers on digital banking tools, increasing adoption of mobile and online banking to enhance branch efficiency.
- Deliver exceptional customer service as Branch Banker at PNC, focusing on personalized financial solutions and building strong client relationships.
- Drive branch performance by meeting sales targets, conducting financial needs assessments, and efficiently processing transactions.
- Work closely with team members to create a positive banking environment, ensuring smooth operations and high customer satisfaction.
- Analyze client financial data to recommend tailored banking products, enhancing portfolio growth and customer retention.
- Guide customers through complex financial decisions, providing education on PNC's services and fostering long-term banking relationships.
Agency Recruiter
Kavaliro
11.2021 - 10.2023
- Partnered with hiring managers to understand requirements, refine job descriptions, and streamline the recruitment process for improved efficiency.
- Stayed ahead of industry trends, continuously learning and implementing new recruitment tools and platforms to enhance sourcing and placement strategies.
- Conducted in-depth candidate assessments and negotiations, leveraging data-driven insights to make informed placement decisions across various sectors.
- Managed end-to-end recruitment lifecycle, from sourcing to placement, consistently meeting client needs and driving successful outcomes in diverse industries.
- Optimized full-cycle recruitment process, leveraging diverse technical platforms to build robust talent pipelines across multiple industries nationwide.
Mortgage Loan Processor-Team Lead
Fiber.mortgage
01.2021 - 11.2021
- Led team of 5, managing 80-100 loans with 95% pull-through rate. Closed 20 loans monthly while overseeing 20-40 daily. Streamlined processes, boosting efficiency.
- Identified process improvements and provided training for new team members. Guided processors in timely actions and compliance, ensuring customer satisfaction. Resolved title issues for smooth closings while managing personal loan pipeline.
- Analyzed and improved mortgage processing workflows, enhancing team efficiency. Verified approval conditions and identified process improvements for streamlined operations.
- Fostered team cohesion as Lead, balancing individual support with collective goals. Facilitated knowledge sharing and skill development among team members.
- Implemented strategies to boost loan processing efficiency. Developed training programs for new team members, enhancing overall department performance.
Financial Consultant
Alliance Credit Union of Florida
01.2020 - 01.2021
- Drove business growth through strategic customer outreach, generating over $175,000 in monthly revenue via diverse financial products.
- Conducted in-depth financial assessments, analyzing debt-to-income ratios to formulate tailored strategic plans for members.
- Ensured meticulous adherence to compliance regulations and internal procedures, maintaining the highest standards of financial integrity.
- Provided personalized guidance to members, recommending suitable financial products aligned with their unique financial goals and situations.
- Expanded client base by efficiently setting up new accounts and effectively promoting banking products, driving significant membership growth.
Customer Service Representative
Alachua County Tax Collector
08.2008 - 01.2020
- Spearheaded new out-of-state titling service, streamlining processes and reducing customer wait times. Managed 200+ monthly license applications with 95% accuracy.
- Efficiently handled administrative tasks including data entry and document management. Ensured meticulous record-keeping, contributing to seamless departmental operations.
- Proposed and implemented process improvements, significantly reducing transaction times. Adapted quickly to new technologies, enhancing overall service delivery.
- Fostered strong team relationships, effectively escalating major issues when necessary. Contributed to a positive work environment, improving overall customer experience.
- Meticulously processed property tax payments, educating customers on tax-saving strategies. Ensured accurate data entry and document management.
Education
Bachelor of Science - Sports Management
University of Florida
Gainesville, Florida01.2019
Associates of Science - Business Administration
Santa Fe College
Gainesville, Florida01.2012
Skills
- Full Life Cycle Recruiting
- Customer Relationship Management
- Technical Recruiting
- LinkedIn Recruiter
- Onboarding
- Applicant Tracking System- Bullhorn
- Account Management
- Talent Acquisition
- Screening/Negotiation
- Agile Project Management Methodology
- Business Requirements
- Customer Relationship Management
- Scrum Methodologies
- Dashboards
- Reporting Tools
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Sales Processes
- Security Requirements Analysis
- Customer Service
- Relationship-Building
- Research and Reporting
- Financial Planning
- Underwriting
- Leadership Experience
- Pre-Employment Screening
- Talent Management
- Performance Monitoring
- Conflict Resolution
- Microsoft Office Suite
Certification
Sales Operations Manager Certificate with Salesforce
Timeline
Branch Banker
PNC Bank
02.2024 - Current
Agency Recruiter
Kavaliro
11.2021 - 10.2023
Mortgage Loan Processor-Team Lead
Fiber.mortgage
01.2021 - 11.2021
Financial Consultant
Alliance Credit Union of Florida
01.2020 - 01.2021
Customer Service Representative
Alachua County Tax Collector
08.2008 - 01.2020
Associates of Science - Business Administration
Santa Fe College
Bachelor of Science - Sports Management
University of Florida
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