Danelle Edie

• Supported district-wide branding and communications strategies to strengthen community trust and transparency.
• Developed public messaging, talking points, and marketing materials for key initiatives and school board engagement events.
• Promoted district programs and success stories through targeted social media campaigns and digital storytelling.
• Monitored and aligned communications with local, state, and federal policies impacting district operations.
• Planned public-facing events and coordinated cross-departmental logistics using Confluence, Google Workspace, and Jira for workflow tracking and reporting.

Assistant Branch Manager
• Oversaw branch operations and led a team focused on client-first financial services and sales growth.
• Delivered tailored banking solutions while resolving complex client issues efficiently and with empathy.
• Facilitated senior-focused workshops on financial fraud prevention, equipping older adults with tools to protect their assets.
• Identified and responded to potential cases of elder financial abuse through vigilant in-person and account activity monitoring.
• Expanded community visibility through partnerships and participation in local outreach initiatives.

• Originated HELOCs, construction loans, conventional mortgages, and adjustable-rate mortgages (ARMs).
• Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
• Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
• Built rapport with account holders by reaching out with product recommendations and account updates.

• Explained very technical financial information to applicants in easy to understand language.
• Achieved 43 customer accolades with 100% approval rating by employing a client-centric approach, actively listening to customer needs and providing tailored mortgage solutions, generating significant referral business.
• Cultivated long-term customer relations, providing strategic guidance on HELOC approvals for $3.4M in loans, demonstrating expertise in complex financial products and commitment to client success.
• Proactively identified solutions for customers experiencing credit issues affecting loan approval.
• Developed and maintained relationships with customers, realtors, construction companies, attorney's, and title companies.
• Evaluated loan requests and documents to verify accuracy and completeness.
• Assessed loan portfolios for compliance with underwriting policies.
• Analyzed potential risks and evaluated loan products to identify suitable options for customers.
• Monitored pipelines to track and log status of loans.

Worked flexible hours across nights, weekends and holiday's to assure quick responses in crutial milestones in obtaining loan approval and making an offer on a home. ● Achieved 43 customer accolades with 100% approval rating by employing a client-centric approach, actively listening to customer needs and providing tailored mortgage solutions, generating significant referral business.

• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Maintained relationships with customers through identifying needs and offering appropriate services.
• Achieved sales goals and service targets by cultivating and securing new customer relationships at a 97% conversation rate.
• Led a seven-person sales & custormer service team, implementing efficient scheduling systems and comprehensive training programs, resulting in improved team performance and customer satisfaction.
• Demonstrated products to show potential customers benefits and advantages to maximize health and wellness benefits
• Organized promotional events and interacted with community to increase sales volume.
• Managed accounts to retain existing relationships and grow share of business.
• Resolved problems with high-profile customers to maintain relationships and increase return customer base.

• Listened to customer details and offered matching solutions to increase overall wellness benefits.
• Maintained current knowledge of applicable sales and product changes in order to provide best possible service for all customer needs.
• Increased sales by offering advice on purchases and promoting additional products.
• Demonstrated features, answered questions and offered solutions.
• Set and achieved company defined sales goals.
• Attended monthly sales meetings and quarterly sales trainings.
• Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
• Consulted with businesses to supply accurate product and service information.
• Stayed current on company offerings and industry trends.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Monitored service after sale and implemented quick and effective problem resolutions.

• Managed accounts and client records, observing confidentiality, and extreme discretion.
• Handled office scheduling and made notes for deadlines, motions, and other important dates.
• Responded to client inquiries, providing accurate legal advice and offering assistance.
• Contacted clients to schedule appointments and discuss progress of cases.
• Assisted Attorney in the preparation and organization of legal documents for estate planning (wills, trusts, powers of attorney) business formation (articles of incorporation, bylaws, operating agreements), and filing of necessary court documents.
• Maintained detailed records of attorney and support staff billable hours, ensuring accuracy and compliance with firm billing policies.