Professional in branch management with strong expertise in operations and team leadership. Skilled in customer service, financial oversight, and staff development. Adept at fostering collaboration and driving results. Reliable, adaptable, and focused on meeting organizational goals.
Overview
25
25
years of professional experience
Work History
Assistant Branch Manager
WoodForest National Bank
10.2024 - Current
Support the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Train and develop new team members in alignment with branch service standards and objectives.
Monitor daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Oversee successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Train and mentor new employees, fostering a positive work environment that led to higher retention rates.
Assist in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
Conduct weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Enhance customer satisfaction by providing exceptional service and addressing concerns promptly.
Implement process improvements to increase productivity with the monthly goal of 78 NCR.
Loan Documentation Compliance Specialist
S3 Shared Service Solutions
10.2021 - 10.2024
Managed a high volume of loans simultaneously while maintaining strict attention to detail and deadlines.
Streamlined communication between clients and loan officers, facilitating faster resolution of document discrepancies.
Implemented best practices for secure storage and handling of sensitive borrower information, protecting client confidentiality.
Developed comprehensive checklists for document verification, reducing potential oversights in the review process.
Collaborated with loan officers to ensure complete understanding of regulatory requirements, resulting in fewer errors during application review for the following financial partners; State Employee FCU of MD, Bellco FCU of Colorado and Bethpage FCU of New york.
Assistant Loan Documentation Specialist
Howard Bank
09.2020 - 10.2021
Ensured data integrity within loan documentation software by performing regular system maintenance checks, addressing potential issues proactively.
Enhanced risk management protocols by conducting thorough due diligence reviews on loan applications, ensuring adherence to both internal guidelines and external regulations.
Enhanced the accuracy of loan document preparation by conducting thorough reviews, identifying discrepancies and ensuring timely resolution.
Fostered a positive work environment within the team by offering mentorship and guidance to junior staff members, promoting professional growth opportunities.
Managed a diverse portfolio of loans, effectively prioritizing tasks to meet strict deadlines while maintaining high-quality output.
Expedited loan closing process by maintaining clear communication channels between borrowers, lenders, and underwriters.
Assistant Financial Center Manager
State Employees Federal Credit Union of MD
02.2016 - 09.2020
Collaborated with cross-functional teams to identify areas of improvement and implement solutions.
Analyzed financial statements for accuracy, identifying discrepancies and making necessary adjustments.
Conducted thorough audits to ensure adherence to regulatory requirements, maintaining a compliant work environment.
Enhanced financial center performance by streamlining processes and implementing cost-saving measures.
Assisted customers in selecting appropriate investment options based on their financial goals, building trust as a knowledgeable advisor.
Developed successful sales strategies to achieve targets and increase revenue generation.
Developed efficient schedules for staffing coverage during peak hours while minimizing overtime costs.