Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Taylor Walden

Fort Worth

Summary

Results-driven professional with 14 years of experience delivering optimal solutions and fostering authentic client relationships. Adept at collaborating, adapting to new challenges, and thriving under pressure to achieve the best outcomes. Strong leader with a strategic approach to problem-solving and team success.

Overview

15
15
years of professional experience

Work History

Relationship Manager II

Computer Services, Inc.
03.2023 - Current
  • Develop & nurture relationships with 13 banks in 8 states, including 2 de novo banks, ranging from $89MM to $1.5B in asset size.
  • Act as trusted advisor, identifying opportunities to expand product offerings and improve customer experiences, leading to increased client retention and engagement.
  • Achieved cross-sales revenue of $198,067 in 2023, $270,620 in 2024, and $387,651 YTD in 2025, surpassing sales targets through consultative approach and strategic solutions.
  • Drive growth by aligning third-party products and CSI systems with client objectives, ultimately improving business performance for clients.
  • Oversee project execution, ensuring that cross-functional departments meet deadlines and client deliverables to drive high client satisfaction levels.
  • Leverage internal network and third-party relationships to efficiently navigate processes, remove obstacles, streamline communication, and drive initiatives to facilitate task completion.
  • Present product roadmaps, review contracts/MSAs, and conduct regular on-site visits, guiding clients through product adoption and use to cultivate stronger relationships.
  • Resolve complex client escalations and issues to provide rapid problem resolution and foster long-term trust.
  • Influence key decision-makers to ensure strategic alignment across departments, improving project outcomes and delivering measurable results.
  • Consistently foster strong client relationships and ensure high customer satisfaction, as reflected in high customer satisfaction survey results.
  • Utilize exceptional interpersonal skills to adapt communication styles based on unique needs of clients, ensuring personalized and effective service for each client.
  • Key Skills:
  • Client Relations & Account Growth
  • Strategic Planning & Execution
  • Data Analysis & Insights
  • Cross-Functional Collaboration
  • Stakeholder Engagement & Communication
  • Problem Resolution & Escalation Management
  • Relationship Management & Networking

Branch Support Manager

Cardinal Financial
08.2022 - 02.2023
  • Conducted root cause analyses to identify inefficiencies and implemented action plans to improve operational efficiency for faster turnaround time and enhanced customer service.
  • Led change management initiatives by engaging team in new processes and fostering a culture of continuous improvement.
  • Established and maintained key relationships with real estate agents, builders, title companies, attorneys, and other referral sources, increasing business growth and building networks.
  • Participated in hosting social events for business partners and borrowers, including sponsored events, to remain engaged with past, current, and prospective clients.
  • Analyzed personal and business financial documents, including tax returns, bank statements, business financials, credits reports, and other documents to assess eligibility for loans and ensure accurate decision-making.
  • Ensured strict adherence to federal regulations including RESPA, TILA, HMDA, and BSA/AML, maintaining high levels of compliance and risk management.
  • Key Skills:
  • Operational Efficiency & Process Improvement
  • Change Management
  • Financial Analysis & Loan Processing
  • Regulatory Compliance
  • Relationship Management & Networking

Regional Operations Assistant Manager

USA Mortgage
02.2021 - 07.2022
  • Managed a team responsible for mortgage operations, including recruiting, onboarding, training, coaching, and mentoring employees, creating a high-performance culture.
  • Increased team productivity and morale by providing continuous development opportunities and performance feedback.
  • Led the onboarding of new branches and sales teams, providing smooth integration into the operational processes and alignment with goals.
  • Developed and implemented streamlined processes that reduced loan processing times by 41% (from application to clear-to-close), from an average time of 38 days to 22 days, improving efficiency and customer satisfaction.
  • Conducted root cause analyses to identify operational inefficiencies, implementing actions plans that reduced processing times by 64% (from 11 days to 4 days).
  • Managed regional pipeline of approximately $125MM (80-125 units), working closely with Sales Managers, corporate departments, and RVPs to ensure seamless operational support across the region.
  • Ensured consistent and timely processing to meet the growing demand while maintaining high service quality.
  • Collaborated with corporate team members to review company-wide changes, communicate policy and procedure with employees to ensure compliance, employee understanding, and minimal disruption.
  • Analyzed historical data and market trends using Power BI dashboards to forecast future demand, contributing to more accurate resource allocation and planning.
  • Prepared and presented actionable reports to senior management, driving decision-making on operational improvements, including future staffing needs to support regional growth.
  • Key Skills:
  • Team Leadership & Development
  • Onboarding & Training
  • Operational Efficiency & Process Improvement
  • Data Analysis & Forecasting
  • Pipeline Management
  • Cross-Functional Collaboration

Production Manager/Sales Support Team Supervisor

LHM Financial
06.2017 - 02.2021
  • Established & cultivated key relationships with real estate agents, builders, title companies, attorneys, and other business partners to drive business referrals and improve client satisfaction.
  • Managed a loan portfolio of approximately $12.5MM (20-35 units), supporting the branch’s top loan originator and contributing to overall sales growth.
  • Led the growth of the team from a $28MM loan volume in 2018 with 2 team members (myself and my loan officer), $56MM in 2019 with 4 team members (myself, 2 loan officers, 1 assistant), to $120MM in 2020 with 7 team members (myself, 4 loan officers, 2 assistants).
  • Supervised 5 loan officer assistants across the main branch (2 on my team, 3 supporting other loan officers), leveraging experience to provide leadership and ensure smooth operations.
  • Created, communicated, and implemented processes and policies for assistants to optimize workflows and assist with high levels of productivity and accuracy.
  • Developed and implemented new action plans that improved operational efficiency, accuracy and customer experience, contributing to faster loan processing and enhanced client satisfaction.
  • Worked closely with leadership to recommend and execute process changes that streamlined workflows to improve team performance and support branch growth.
  • Analyzed personal and business financial documents, including tax returns, bank statements, business financials, credits reports, and other documents to assess eligibility for loans and ensure accurate decision-making.
  • Ensured strict adherence to federal regulations including RESPA, TILA, HMDA, and BSA/AML, maintaining high levels of compliance and risk management.
  • Key Skills:
  • Team Leadership & Development
  • Sales Support & Client Relations
  • Operational Efficiency & Process Improvement
  • Pipeline Management
  • Loan Volume Growth & Team Scaling
  • Relationship Management & Networking

Real Estate & Virtual Banking Officer

Fort Worth City Credit Union
05.2015 - 05.2017
  • Reviewed appraisals, title reports, escrow instructions, and closing statements to ensure all necessary information met credit union requirements and compliance standards, facilitating smooth loan approvals and closings.
  • Established and cultivated strong relationships with borrowers, lenders, third-party partners to ensure a seamless loan process and enhance client satisfaction.
  • Provide regular updates and support to members throughout the entire loan process, from application to post-closing, resulting in exceptional member experience and higher retention.
  • Delivered high-quality remote banking support by originating and processing consumer loan applications via inbound and outbound calls, ensuring accuracy, compliance, and excellent customer experience in a high-volume virtual call center environment.
  • Actively cross-sold a wide range of financial products, including auto loans, personal loans, credits cards, and mortgage options, enhancing overall member engagement.
  • Worked with members to assess their financial needs and recommend appropriate products to help them achieve financial goals.
  • Ensured strict adherence to federal regulations to mitigate risk and maintain the credit union’s commitment to compliance and transparency.
  • Key Skills:
  • Relationship Management & Networking
  • Regulatory Compliance
  • Loan Advising & Member Relations
  • Call Center/Virtual Banking Environment
  • Financial Analysis & Loan Processing
  • Cross-Selling & Financial Product Knowledge

Banking Officer, Commercial Loans

Amarillo National Bank
02.2013 - 04.2015
  • Developed and maintained strong relationships with businesses to offer tailored lending and business solutions to meet their unique financial needs, fostering long-term partnerships and supporting business growth.
  • Negotiated key terms for commercial loans, including interest rates, repayment plans, and other key components to ensure mutually beneficial agreements with clients.
  • Managed a diverse $4MM commercial loan portfolio, including energy, commercial real estate (CRE), lines of credit (LOC), SBA, and other loans.
  • Conducted in-depth analysis of customers’ financial health, including liquidity, capital structure, borrowing capacity, and debt serviceability to inform lending decisions and minimize risk.
  • Interpreted complex financial data, including balance sheets, cash flow statements, and income statements to assess loan feasibility and make informed credit recommendations.
  • Cross-sold a variety of financial products, including auto loans, personal loans and other bank products to increase product usage and support overall bank growth.
  • Key Skills:
  • Commercial Lending
  • Portfolio Management
  • Financial Analysis & Loan Processing
  • Cross-Selling & Financial Product Knowledge
  • Relationship Management & Networking
  • Financial Data Interpretation

Lending Specialist

Education Credit Union
01.2011 - 02.2013
  • Advised members on loan products, assisting them in selecting the best options based on their financial needs and goals.
  • Provided dedicated support to senior specialists, loan officers, and the Vice President of Lending to help with seamless loan processing and efficient department operations.
  • Performed key administrative tasks such as creating loan status reports, photocopy documents, and preparing rate sheets.
  • Answered member inquiries to provide guidance over the phone while always maintaining professional and responsive demeanor.
  • Reviewed key financial documents, including credit reports, income statements, bank statements, tax returns, and other documents to assess loan eligibility for approval.
  • Supported the loan approval process by compiling and verifying all necessary loan documentation, ensuring accuracy and compliance with internal procedures.
  • Ensured strict adherence to federal regulations to mitigate risk and maintain the credit union’s commitment to compliance and transparency.
  • Key Skills:
  • Loan Advising & Member Relations
  • Administrative Support
  • Regulatory Compliance
  • Financial Analysis & Loan Processing
  • Task Management

Education

Doctor of Business Administration - Strategy & Entrepreneurship

University of Dallas
Irving, TX
12.2025

Master of Science - Finance & Economics

West Texas A&M University
Canyon, TX
12.2015

BBA - Accounting, Management, Marketing

West Texas A&M University
Canyon, TX
12.2012

Skills

  • Client Relations & Account Growth
  • Strategic Planning & Execution
  • Data Analysis & Insights
  • Cross-Functional Collaboration
  • Stakeholder Engagement & Communication
  • Problem Resolution & Escalation Management
  • Relationship Management & Networking
  • Operational Efficiency & Process Improvement
  • Change Management
  • Financial Analysis & Loan Processing
  • Regulatory Compliance
  • Team Leadership & Development
  • Onboarding & Training
  • Data Analysis & Forecasting
  • Sales Support & Client Relations
  • Loan Volume Growth & Team Scaling
  • Cross-Selling & Financial Product Knowledge

Accomplishments

  • Manager's Edge Coaching, Southwestern Consulting, 2022-06-01
  • Sales Coaching, Southwestern Consulting, 2021-02-01

Timeline

Relationship Manager II

Computer Services, Inc.
03.2023 - Current

Branch Support Manager

Cardinal Financial
08.2022 - 02.2023

Regional Operations Assistant Manager

USA Mortgage
02.2021 - 07.2022

Production Manager/Sales Support Team Supervisor

LHM Financial
06.2017 - 02.2021

Real Estate & Virtual Banking Officer

Fort Worth City Credit Union
05.2015 - 05.2017

Banking Officer, Commercial Loans

Amarillo National Bank
02.2013 - 04.2015

Lending Specialist

Education Credit Union
01.2011 - 02.2013

Doctor of Business Administration - Strategy & Entrepreneurship

University of Dallas

Master of Science - Finance & Economics

West Texas A&M University

BBA - Accounting, Management, Marketing

West Texas A&M University

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