Experienced manager with over 22 years of experience in the financial industry, with a strong background in overseeing hiring processes and managing teams. Known for demonstrating excellent communication skills, and commitment to achieving company goals. I am a hard-working, self-motivated, dependable, results-driven individual who enjoys challenges that will allow me to use my strong organizational, administrative, and leadership skills to positively contribute to the organization.
Overview
15
15
years of professional experience
Work History
Retail Staffing Supervisor
Gulf Coast Bank & Trust Company
Gretna, LA
02.2022 - Current
Liaison between the Retail Division and the HR department to ensure all open positions are posted, and to serve as the main contact for any internal employee transfers.
Established and maintained a trusted relationship between the Retail Division and the HR Department.
Interview and hire prospective candidates for the Retail Division.
Manage the Hire Ahead staff, including hiring and scheduling of 15 to 20 employees.
Coordinate with Retail Administration Management, Regional Managers, and Branch Managers to ensure consistency of HR policies and procedures in the Retail Division.
Coordinate with the training department to make sure all new retail employees are scheduled for all required trainings.
Provide administrative support to Retail Administration Management, Regional Managers, and Branch Managers.
Coordinate with the Retail Financial Analyst on all reporting, and prepare monthly reports on all retail branch employees to keep track of their productivity.
Prepare incentive reporting for all branch employees for quarterly, semi-annual, and annual incentive payouts.
Prepare the Saturday allocation for all retail employees at 20 branches.
Assistant to the Jefferson Parish Regional Manager.
Mortgage Assistant
Gulf Coast Bank & Trust Company
Gretna, LA
08.2020 - 02.2022
Entered applications and paperwork into the system, and double-checked for accuracy.
Sent out disclosures electronically to clients to get the loan process started.
Responded to inquiries from clients and lenders regarding loan status throughout the loan process, in person, and on the phone.
Assisted mortgage officers with the origination process by assembling and compiling documents for loan closings.
Order appraisals and final inspections for closing.
Completed data entry of all customer information into the loan origination system.
Assisted the mortgage officers with any task that was needed to get a loan to the finish line.
Operations Officer
Gulf Coast Bank & Trust Company
Gretna, LA
05.2017 - 08.2020
Oversee the operations of the branch and all Universal Bankers.
Mentored staff to increase success and productivity.
Conducted annual performance appraisals for all Universal Bankers.
Assisted in recruiting and oversaw training for all new branch employees.
Scheduling and supervising all Universal Bankers and teller duties.
Coordinated tellers' schedules and resolved all staffing issues for the teller area.
Balanced daily cash deposits and bank vault inventory daily.
Processed cash withdrawals, deposits, payments, and check cashing.
Chief Operations Officer
NAS JRB Credit Union
Belle Chasse, LA
04.2014 - 03.2017
Oversee operations of both branch locations and all employees
Manage all human resources functions including staff evaluations, training, time sheets, bi-weekly payroll, benefits packages and the hiring, coaching and termination of 14 employees
Maintain and administer annual benefit contracts such as health insurance, FSA plans, dental and 401K
Schedule all training and continuing education for all employees
Developed standard operating procedures
Negotiated contracts for different vendors and took charge of projects for both branch offices
Examples: ATM installs, maintenance of the buildings, office equipment, and any new computer programs and software
Oversee ATM maintenance, balancing, auditing and scheduling service calls for 3 machines
Underwriting loans
Back-up to the accounting department doing daily entries as needed, and back-up to the VISA credit card department
Conducted manager and staff meetings to keep all employees updated on credit union operations
Prepare and submit yearly workers compensation audit
Provide orientation and in-house training for all employees
Perform different types of audits to ensure proper policy and procedures are being followed
Performed as Compliance Officer reviewing regulations and working with compliance attorney to keep policies compliant
Ensured CTR and SAR reports were done properly and submitted in a timely manner, and monitored FinCEN and OFAC reports on weekly and monthly bases
Scheduled staffing for multiple branch locations
Basic IT issues for both locations
Branch Manager
01.2012 - 04.2014
Oversee all operations of the branch office including the teller line and loan department
Assist the loan department with loan processing and handle the underwriting of loans
Scheduling of all staff
Worked with vendors and contractors opening our first branch local credit union office and was responsible for the branch being profitable in the first 2 years of opening
Recruited and hired new branch employees
Mentored staff to increase success and productivity
Developed standard operating procedures
Conducted annual performance appraisals for all branch staff
Actively recruited and oversaw training for all new branch employees
Teller Supervisor
Belle Chasse, LA
05.2010 - 01.2011
Scheduling and supervising all tellers and teller duties
Coordinated tellers' schedules and resolved all staffing issues for the teller area
Balanced daily cash deposits and bank vault inventory daily
Processed cash withdrawals, deposits, payments, and check cashing
Assisted tellers and resolved member problems and inquiries both in person and by telephone
Balanced, loaded and maintained 6 ATM machines
Trained employees on cash drawer operations
Adhered to NAS JRB CU security and audit procedures
Ordered money from Federal Reserve and maintained the currency and coin vault
Maintained confidentiality of bank records and client information
Assisted in all other areas of member services, Delivering prompt, accurate and excellent customer service