Dynamic Branch Manager with a proven track record at Security Finance, excelling in customer service and operational efficiency. Enhanced customer satisfaction ratings through effective issue resolution and improved service quality. Bilingual and skilled in branch operations management
Overview
14
14
years of professional experience
Work History
Branch Manager
Security Finance, Financial Services
11.2020 - Current
Continuously monitor branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintain friendly and professional customer interactions.
Improve customer satisfaction ratings by enhancing service quality and resolving client issues promptly
Evaluate and Authorize approval of loans
Review statistics to calculate goals and profit
Manage daily collection calls to ensure timely payment and reduce delinquent accounts.
Prepare individual tax returns in compliance with federal and state regulations
Assistant Manager
Security Finance, Financial Services
04.2017 - 08.2020
Performed daily collection calls while maintaining professionalism and positive customer relationships
Updated customer records and reviewed loan files for accuracy and compliance
Prepared tax returns for accuracy and compliance
Negotiated financial arrangements with customers to resolve outstanding balances
Assistant Manager
Fred Loya Insurance
03.2011 - 04.2017
Prepared and wrote insurance policies for new and existing customers
Assisted customers with payment collection while maintaining positive relationships
Inspected vehicles to assess damage for insurance claim processing