Shane Satterfield
Houston,TX
Summary
Results-driven banking professional with 10+ years of experience in sales and financial services, specializing in loan processing and pipeline management. Adept at overseeing loan intake coordinators, optimizing workflows, and driving operational excellence to meet business goals. Proven leadership in coaching teams, achieving sales targets, and delivering superior customer service. Passionate about fostering relationships, streamlining loan intake operations, and ensuring compliance with banking regulations. Recognized for consistently exceeding performance metrics and helping financial institutions achieve sustained growth.
Overview
13
13
years of professional experience
Work History
Assistant Vice President
First Community Credit Union
Houston, TX
08.2022 - Current
- Oversee loan pipeline management, ensuring timely and efficient processing of applications
- Manage and mentor a team of personal bankers, providing coaching to enhance performance and sales effectiveness
- Drive operational excellence by identifying workflow improvements and implementing best practices
- Collaborate with management to set and achieve quarterly and annual loan processing goals
- Ensure compliance with financial regulations while maintaining a high level of customer service
- Played a pivotal role in achieving 100% of quarterly sales and loan processing targets despite market challenges
- Exceeded most recent annual account goals by 300%.
Member Advocate 2
Member's Choice Credit Union
Houston, TX
01.2022 - 05.2022
- Managed loan intake and processing, ensuring accuracy and compliance
- Assisted in developing loan strategies to increase approval rates and member satisfaction
- Attacked daily account and loan goals with care and satisfaction.
- Worked in high pace environments all while delivering on quality member service.
- Passed frequent teller drawer audits with satisfactory.
Inbound Sales Representative
Brinks Home Security
Houston, TX
10.2020 - 04.2022
- Consistently exceeded sales targets through strong client relationships and needs-based selling
- Ranked as top-selling representative multiple times, showcasing strong sales acumen
Personal Banker 2
US Bank
Yellow Springs, OH
07.2017 - 08.2020
- Managed customer financial portfolios, assisting with loans, accounts, and credit products
- Led sales initiatives to drive new business and cross-sell banking products
- Recognized as Employee of the Month and for outstanding sales performance
Personal Banker
Woodforest National Bank
Springfield, OH
01.2016 - 06.2017
- Provided banking solutions, including loans, deposits, and financial services
- Developed relationships with new and existing customers to enhance branch profitability
Assistant Manager
Finish Line
Springfield, OH
03.2013 - 12.2016
- Managed sales team performance, achieving district-wide top-selling manager status for four consecutive months
- Trained and developed staff to enhance customer service and sales effectiveness
Education
Focus in Life Sciences, Business Development & Marketing
Wright State University
College Prep Program - undefined
Wittenberg University Upward Bound Program
High School Diploma - undefined
Shawnee High School
01-2013
Skills
- Loan Processing & Pipeline Management
- Sales & Business Development
- Operational Efficiency & Compliance
- Training & Employee Development
- Team Leadership & Coaching
- Customer Relationship Management
- Data Analysis & Performance Tracking
- Cross-functional Collaboration
Accomplishments
- Branch Performance Excellence – Led team to consistently meet or exceed quarterly goals. Most recently by 300%.
- Outstanding Leadership Award - Wittenberg Upward Bound
- Top Selling Manager – Finish Line (4 consecutive months top selling manager)
- Employee of the Month – US Bank
- Top Sales Representative – Brinks Home Security
- Varsity Basketball Team Captain & Sportsmanship Award Winner
Timeline
Assistant Vice President
First Community Credit Union
08.2022 - Current
Member Advocate 2
Member's Choice Credit Union
01.2022 - 05.2022
Inbound Sales Representative
Brinks Home Security
10.2020 - 04.2022
Personal Banker 2
US Bank
07.2017 - 08.2020
Personal Banker
Woodforest National Bank
01.2016 - 06.2017
Assistant Manager
Finish Line
03.2013 - 12.2016
College Prep Program - undefined
Wittenberg University Upward Bound Program
High School Diploma - undefined
Shawnee High School
Focus in Life Sciences, Business Development & Marketing
Wright State University