Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Suzete Marques-Horton

Fall River,MA

Summary


Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Branch Manager

Sharon and Crescent United Credit Union
08.2007 - 10.2024
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
  • Examined customer loan applications for loan approvals and denials.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Enhanced branch visibility and market presence by orchestrating community engagement initiatives.

Mortgage Loan Originator and Processor

Trans-Global Mortgage Services
07.2001 - 07.2007
  • Worked with underwriters to fix application problems and resolve issues.
  • Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
  • Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
  • Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.
  • Provided exceptional customer service throughout the entire loan process from initial consultation to closing day.
  • Worked closely with borrowers experiencing financial hardship, helping them explore alternative financing options or refinancing solutions.
  • Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meet clients'' needs.
  • Structured loans creatively to address unique borrower situations and maximize approval chances without compromising compliance standards.
  • Conducted borrower interviews to gather necessary information and documentation for loan applications.

Education

Associate of Science - Branch Management

New England College of Finance
Boston, MA
07-2000

Skills

  • Excellent time management skills
  • Excellent work ethic
  • Relationship building and management
  • Strong team-builder
  • Sales expertise
  • Marketing
  • Loans
  • Strong interpersonal skills
  • Conflict Resolution
  • Approachable

Accomplishments


  • Received the Top Sales Associate Award 3 years running.

Certification

  • Notary Public License - Massachusetts Secretary of State or equivalent authority.
  • Real Estate Salesperson License - Massachusetts Real Estate Commission.
  • Nationwide Mortgage Licensing System [State of Massachusetts] [2020]

Languages

Portuguese
Native or Bilingual
Spanish
Limited Working

Timeline

Branch Manager

Sharon and Crescent United Credit Union
08.2007 - 10.2024

Mortgage Loan Originator and Processor

Trans-Global Mortgage Services
07.2001 - 07.2007
  • Notary Public License - Massachusetts Secretary of State or equivalent authority.
  • Real Estate Salesperson License - Massachusetts Real Estate Commission.
  • Nationwide Mortgage Licensing System [State of Massachusetts] [2020]

Associate of Science - Branch Management

New England College of Finance
Suzete Marques-Horton