Ambitious banking professional who is results and goal-oriented with over twenty years of experience in Leadership, Branch Sales & Operations Management, and Member and Customer Relations; seeking to utilize my experience and education to provide a direct contribution to an organizations overall objectives.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Business Analyst; Contract
Capco
Jacksonville, FL
02.2021 - 12.2021
Maintained knowledge of regulatory requirements, to include accrediting bodies, federal, state and local requirements, as well as HSBC Bank's policies to analyze Payroll Protection Program (PPP) Forgiveness Loans.
Managed pipeline, Identified, and resolved variances to bring loan applications in line with requirements for preparation for submission to the SBA.
Conducted data review and followed standard practices to find solutions.
Provided analytical, planning and coordination support on projects as assigned, reviewing, interpreting, analyzing and illustrating data to stimulate and support enlightened decision making.
Customer Administration Department Representative
Ameris Bank
Jacksonville, FL
02.2019 - 02.2021
Demonstrated professionalism and courtesy with Customer Care Agents and customers while working to resolve complaints, problems or respond to questions. Manage 25 to 45 calls per day
Responded to customer requests for products, services and company information; consistent top producer in call center
Followed-through on all critical inter-departmental escalations to increase customer retention rates
Used consultative sales approach to understand customer needs and recommend relevant deposit, credit, and mortgage offerings
Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions
Branch Manager
Community First Credit Union of FL
Jacksonville, FL
07.2015 - 08.2018
Oversee a branch of 56 million in deposit growth; 4.5 million loan production growth (Consumer, Business, and Mortgage Lending) annually, Membership growth, and Investment Sales Growth
Manage a branch team consisting of five Tellers/Teller Supervisor and four Sales Personnel; while providing leadership support through effective communication, huddles, one-on-one coaching, and annual performance evaluations
Maintained friendly and professional membership interactions and branch atmosphere by executing the C1CU Core Values
Originate, analyze credit reports, process, and close Consumer, Non-Consumer, and Mortgage Loans
Identified and capitalized on community business opportunities with effective networking resulting in sales and deposit growth
Assistant Sales Manager I
BBVA
Houston, TX
11.2006 - 07.2015
Drive revenue by maximizing acquisitions in deposits, loans, fees and the cross-sell of convenience-based services and promote alternate delivery channels and increased revenue year over year
Top Licensed Bank Employee in Investment Sales Production 2011
Co-own the branch Profit & Loss Statement by proactively managing losses, and controllable expenses
Profile clients to uncover additional deposit, lending, investment, and convenience products needs to ensure personal sales goals are met
Ensured branch was in compliance with all state and federal regulations and laws (BSA, AML, OFAC, Privacy Act, CIP, Regulations CC)
Other positions held during employment at BBVA included; Branch Review Specialist (Auditor), Licensed Insurance Agent, Sr. Financial Sales Advisor, Customer Service Manager, Teller Operations Coordinator, and Teller
Education
Bachelor of Science - Business Administration/Human Resources Management