Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
AssistantManager
PATRICIA BLOUNT

PATRICIA BLOUNT

San Antonio ,Texas

Summary

Experienced and motivated professional with a proven ability to capture new business, manage relationships, and generate revenue. Committed to the success of staff, company, and customers. Self-motivated and organized individual with over 20 years of experience providing thorough and skillful support to all levels of staff and upper management. Track record for meeting timelines and exceeding expectations. Possesses strong leadership skills that allow for prioritization, task delegation, and quick decision-making. Expertise in business networking, relationship building, and delivering solutions to C-level executives enhances professional value.

Overview

25
25
years of professional experience

Work History

Commercial Loan Specialist

Happy State Bank
01.2024 - Current
  • Offered administrative support to assist with loan origination, approval, and underwriting.
  • Communicated with customers daily to request information and complete paperwork.
  • Enhanced client satisfaction through timely communication and addressing concerns related to commercial loans.
  • Collaborated with loan officers to ensure accurate underwriting and appropriate risk assessment for each loan application.
  • Facilitated effective communication between various departments involved in commercial lending operations, ensuring smooth workflow processes across teams.
  • Ensured prompt resolution of client inquiries relating to account balances, loan status updates, and other matters through effective communication strategies.
  • Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Set up, stored and updated customer files, department
  • Consulted with outside vendors to identify and resolve loan closing issues.
  • Managed up to 15 client loans at any given time.

Client-Centric Mortgage Development

Happy State Bank
02.2022 - 11.2023
  • Conduct thorough consultations to understand clients' financial goals and tailor mortgage solutions accordingly
  • Client facing innovation strategies
  • Elevating retention in Mortgage services
  • Loan Applications totaling $6.3 million
  • Reviewed loan files and updated to match current standards
  • Mortgage Development to MMCT areas in San Antonio and surrounding cities
  • Fielded customer complaints and provided solutions
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates
  • Prepared sales presentations for clients showing success and credibility of products
  • Developed extensive network of referral partners to source new mortgage loan opportunities

Branch Manager –Flagship Branch & In-Store Branch

Generations Federal Credit Union
07.2019 - 01.2022
  • Branch Manager of In-Store branch then promoted to Flagship branch
  • Managed 3-13 employees
  • Provided face-to-face consultations to understand the unique financial needs and goals of credit union members
  • Relationship building with members for cross sell of additional products or services
  • Foster member-centric culture within credit union. Ensure that all staff members understand importance of putting members first
  • Branch funded over $12 million in consumer Auto/Personal/Credit Card loans in 2020 & 2021
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Developed strategic plans for day-to-day financial operations

Community Branch Banker IV

BB&T Bank
06.2017 - 06.2019
  • Serve as primary contact for new Retail/Commercial account openings, cross-sell other products/services to clients, and prospects through proactive/reactive client contact
  • Origination/Closing of Auto loans from COI's of Independent Dealers growing $800K in new Retail loans for 2018
  • Grew New Retail Deposit accounts totaling $675K
  • Grew New Commercial Deposit accounts totaling $1.2M
  • Branch Banker IV Mentor for new hires in San Antonio area

Business Development Officer

Randolph-Brooks Federal Credit Union
07.2014 - 03.2017
  • Supported (6) branches encompassing San Antonio, Boerne, Kerrville, Comfort, Ingram, and Center Point
  • Increased RBFCU's Field of Membership YTD by 50% in Select Group category
  • Developed and hosted client prospect events to gain additional depositors, which resulted in over 100% growth YTD
  • Gained prospects/clients through cold calling and networking with increase of 100% growth YTD

Physicians Relationship Manager

American Dynamic Imaging
05.2012 - 03.2014
  • Personally responsible for acquiring 200+ doctors and clinics across San Antonio metropolitan area
  • Built and maintained relationships with new and existing clients while providing high level of expertise

Education

Some College - Business Administration

San Antonio College
San Antonio, TX

Skills

  • Effective Communication
  • Decision-Making
  • Business Development
  • Sales acumen
  • Organizational Skills

Accomplishments

    AWARDS

  • GFCU Flagship branch funded over $1
  • million in Auto loans back to back

    months in 2020

  • BB&T 1st, 2nd, 3rd, & 4th Q STAR
  • Branch Banker IV 2018

  • BB&T Annual STAR Performer
  • Winner 2018 for Houston & Central

    Texas

  • BB&T 1st Place Consumer Loan Units
  • 2018 BB&T Perfect Mystery Shop 1st Q

    2019 Business Administration

Timeline

Commercial Loan Specialist

Happy State Bank
01.2024 - Current

Client-Centric Mortgage Development

Happy State Bank
02.2022 - 11.2023

Branch Manager –Flagship Branch & In-Store Branch

Generations Federal Credit Union
07.2019 - 01.2022

Community Branch Banker IV

BB&T Bank
06.2017 - 06.2019

Business Development Officer

Randolph-Brooks Federal Credit Union
07.2014 - 03.2017

Physicians Relationship Manager

American Dynamic Imaging
05.2012 - 03.2014

Some College - Business Administration

San Antonio College
PATRICIA BLOUNT