Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Yanise Dorn

Ocala,FL

Summary

Dynamic banking professional with 10 years of experience seeking a Small Business Banker or Senior Banker role. Proven expertise in managing client portfolios, personal and small business lending, and exceeding sales goals through strategic cross-selling. Strong leadership skills with a focus on exceptional customer service and adherence to risk management policies.

Overview

9
9
years of professional experience

Work History

Senior Small Business Banker

Regions Bank
612 East Silver Springs Blvd
03.2023 - Current

• Manage client portfolios and open accounts tailored to individual and business financial needs.
• Collaborate with management to execute operational tasks and achieve branch objectives.
• Foster partnerships and facilitate quality referrals to drive branch sales and growth.
• Leading and developing staff, and providing strategic leadership
• Responsible for adhering to internal controls, risk management policies, and operational procedures.
• Experienced in managing personal and small business lending applications and solution.
• Passionate commitment and professionalism to helping our customers with the drive to deliver an exceptional
customer service experience.
• Exceed quarterly goals by cross-selling bank products.

Senior Loan Officer

GTE Financial CU
3033 SW College Rd, Ocala, FL 34474
09.2020 - 03.2023

• Managed a diverse portfolio of personal and consumer loan accounts, ensuring full compliance with banking
regulations and institutional policies.
• Delivered exceptional customer service and sales support, enhancing client relationships through effective
cross-selling and account management.
• Processed and evaluated loan applications, making informed decisions on approvals, counteroffers, and denials in alignment with underwriting guidelines.
• Contributed to strategy meetings with the branch manager and led motivational daily team huddles focused on
goals and recognition.

Assistant Branch Manager, Operations

Santander Bank
Brooklyn, NY
08.2017 - 08.2020

• Ensured compliance with banking regulations and maintained precision in customer transactions and financial
settlements.
• Managed vault and ATM operations, resolved customer service issues, and cultivated strong client relationships.
• Collaborated with branch management on sales strategies, service coaching, and team development, contributing
to enhanced customer service and achievement of production goals.

Sales Representative Team Leader

Sprint
Manhattan, NY
11.2016 - 08.2017

• Managed daily store operations, including opening and closing procedures, to ensure seamless business continuity.
• Resolved customer issues efficiently, enhancing customer satisfaction and loyalty.
• Fostered a collaborative team environment that improved employee motivation and performance.

Education

Associate of Science - Accounting

Borough of Manhattan Community College
New York

Associate - Borough of Manhattan Community College

Borough of Manhattan Community College
New York, NY

Skills

  • Relationship management
  • Loan origination
  • Underwriting
  • Self motivation
  • Cross-selling skills
  • Bilingual
  • Teamwork and collaboration
  • Computer literate
  • Onboarding coordination
  • Fast learner

Languages

Spanish

Timeline

Senior Small Business Banker

Regions Bank
03.2023 - Current

Senior Loan Officer

GTE Financial CU
09.2020 - 03.2023

Assistant Branch Manager, Operations

Santander Bank
08.2017 - 08.2020

Sales Representative Team Leader

Sprint
11.2016 - 08.2017

Associate of Science - Accounting

Borough of Manhattan Community College

Associate - Borough of Manhattan Community College

Borough of Manhattan Community College
Yanise Dorn