Results-driven Branch Manager with expertise in loan underwriting and staff supervision. Proven track record in enhancing operational efficiency and client satisfaction through effective team leadership. Known for enhancing customer service initiatives and streamlining processes to drive efficiency and boost client satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Branch Manager, Loan Officer
Crossroads Financial Federal Credit Union
Portland , IN
09.2023 - Current
Managed daily operations and ensured efficient branch performance.
Supervised staff, fostering a collaborative and productive work environment.
Oversaw customer service initiatives to enhance client satisfaction.
Evaluated loan applications for creditworthiness and risk assessment.
Maintained accurate records in loan management systems for efficient processing.
Provided exceptional customer service by addressing client inquiries promptly.
Developed and maintained relationships with potential customers to increase loan business.
Approved or denied loan applications based on established guidelines.
Collected past due loans, keeping credit and collateral exceptions within policy ranges.
Head Teller
Northwest Bank
Albany, Indiana
06.2022 - 09.2023
Processed customer transactions efficiently and accurately.
Managed cash drawer and ensured balanced cash reports.
Assisted customers with account inquiries and service requests.
Trained new tellers on procedures and bank policies.
Monitored vault cash levels and ordered currency from the Federal Reserve Bank as needed.
Education
High School Diploma -
Jay County High School
Portland
05-2019
Some College (No Degree) - Business Administration
Ball State University
Muncie, IN
Skills
Loan underwriting
Staff supervision
Operational efficiency
Compliance monitoring
Customer relationship management
Home equity loan processor
Certification
NMLS License
Short Term Disability & Life Insurance Licenses
Notary Public
Timeline
Branch Manager, Loan Officer
Crossroads Financial Federal Credit Union
09.2023 - Current
Head Teller
Northwest Bank
06.2022 - 09.2023
High School Diploma -
Jay County High School
Some College (No Degree) - Business Administration