Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Valerie Henry

Miami,USA

Summary

Experienced candidate with a track record of successful leadership, strong organizational abilities, and proven sales acumen seeking new employment opportunities. Possessing excellent oral and written communication skills that seamlessly align with a company's sales and service culture. Proficient at making informed decisions, bringing a strategic mindset and a results-oriented approach to drive business growth.

Overview

38
38
years of professional experience
1
1
Certification

Work History

House Wife

House Wife
08.2024 - Current
  • Housewife

Estate Personal Representative

Estate of Johnnie P. Johnson
06.2022 - 08.2024
  • Hire attorney
  • Maintenance of home to keep value from declining
  • Hire realtor
  • Take bids for home sale approval or denial
  • Disburse personal belonging amongst siblings
  • Secure all belongs left in home
  • Sale items listed as personal property by courts
  • Disburse funds to beneficiaries
  • Transfer property to beneficiaries
  • File estate tax
  • Managed a diverse caseload efficiently by prioritizing tasks based on urgency and client needs, ensuring prompt attention to all matters.

Health Care Surrogate

Parent Home Care
08.2020 - 04.2022
  • Nursed terminally ill parent
  • Administered medication
  • Managed finances
  • Companion support
  • Responsible for house maintenance
  • Ensure all medical needs were provided as required
  • Self-motivated, with a strong sense of personal responsibility.

Customer Service Manager

Oneunited Bank
07.2017 - 07.2020
  • Address and resolve customer inquiries and complaints promptly and effectively.
  • Ensure sales performance goals are met by each team member and providing constructive feedback and coaching.
  • Ensure that all staff member are fully aware of and comply with all bank regulations , policies and procedures.
  • Order cash ,complete daily reports, and audit for month end reports.
  • Assist tellers when needed.

Assistant Branch Manager

University Credit Union
05.2014 - 07.2017
  • Responsible for the administration and efficient daily operation of a full service branch office.
  • Overseeing operations, lending, product sales, customer service, and security and safety in accordance with the Bank's objectives.
  • Provide a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation.
  • Responsible for attaining established Bank and branch goals through active sales.
  • Participation in sales management.
  • Achieve individual and branch sales goals through new business sales, referrals and retention of account relationships and debt resolution.
  • Provides leadership, training and supervision.
  • Participates in community affairs to increase the Bank's visibility and to enhance new and existing business opportunities.

Member Service Representative II, Loan Officer and Interim Branch Manager

University Credit Union
01.2014 - 04.2014


  • Responsible for the administration and efficient daily operation of a full service branch office.
  • Overseeing operations, lending, product sales, customer service, and security and safety in accordance with the Bank's objectives.
  • Provide a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation.
  • Responsible for attaining established Bank and branch goals through active participation in sales management.
  • Open new accounts, share draft accounts and IRA accounts
  • Provide teller financial to member services to member driven, sales and service performance.
  • Operates in a needs based selling capacity by keying on member as derived through member interaction thereby determining product services requirements.
  • Assist with debt resolution in area od Loan Origination and Servicing.
  • Administer loan product information and assist members by ensuring member complete credit and loan applications and obtain credit report if necessary.


Member Service Representative II and Loan Officer

University Credit Union
01.2007 - 12.2013
  • Foresee Branch Manager Tasks as needed.
  • Performs routine member transaction including, but not limited to opening new accounts, cashing checks, processing deposits, withdrawals, loan payments, line - of-credit advance and account transfers.
  • Provide teller financial to member services to member driven, sales and service performance.
  • Operates in a needs based selling capacity by keying on member as derived through member interaction thereby determining product services requirements.
  • Assist with debt resolution.
  • Administer loan product information and assist members by ensuring member complete credit and loan applications and obtain credit report if necessary.
  • Provide prompt, professional assistance to members.

Member Service Representative I

University Credit Union
04.1987 - 03.1995
  • Provide conventional teller services by receiving and processing financial transactions for members in an accurately and timely manner
  • Open new accounts, purchase and redeem certificates of deposits, and resolve account problems
  • Operate cash drawer paying and receiving cash on all types of transactions
  • Sell traveler's checks, cashier checks and accepts share draft request

Education

Bachelor's - Business Administration/Finance

DeVry University
Miami, FL
10.2013

Cosmetology License - Cosmetology

Robert Morgan Vocational School
Miami, FL
06.1985

Skills

  • Underwriting
  • Cross-Sell Strategy Development
  • Distribution Plus
  • Analysis skills
  • Smart Term
  • Nail Care
  • Teller Navigator
  • Microsoft Excel
  • Communication skills
  • Loan Officer Experience
  • Virtual Deposit
  • Insurance sales
  • Eform
  • Organizational skills
  • Banking
  • CardWiz
  • Personix
  • Hair Styling
  • Fair Housing Regulations
  • Microsoft Word
  • Lending Navigator
  • Time management

Certification

  • Life Insurance License, 12/01/20, 03/31/25, Multiple Contracts, RS Financial - Humana, United Health Care, Aetna, The Alliance - Foresters, First Financial Securities - ANICO, Bankers Life
  • Cosmetology License, 05/01/85, 10/31/23, Chemical applications, Hair color process, Cut or trim hair, Manicures and pedicure, Roller set/ flat Iron

Languages

English

Timeline

House Wife

House Wife
08.2024 - Current

Estate Personal Representative

Estate of Johnnie P. Johnson
06.2022 - 08.2024

Health Care Surrogate

Parent Home Care
08.2020 - 04.2022

Customer Service Manager

Oneunited Bank
07.2017 - 07.2020

Assistant Branch Manager

University Credit Union
05.2014 - 07.2017

Member Service Representative II, Loan Officer and Interim Branch Manager

University Credit Union
01.2014 - 04.2014

Member Service Representative II and Loan Officer

University Credit Union
01.2007 - 12.2013

Member Service Representative I

University Credit Union
04.1987 - 03.1995

Bachelor's - Business Administration/Finance

DeVry University

Cosmetology License - Cosmetology

Robert Morgan Vocational School
Valerie Henry