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
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