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Skills

  • Operational improvement
  • Data-driven decision making
  • Team leadership and development
  • Financial analysis aptitude
  • Framework equipment
  • Risk assessment and mitigation
  • Cash flow management
  • MS Office
  • CRM software proficiency (ServiceNow)
  • Communications

Work Experiences

  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Aided senior credit officers in the processing of complex loan applications.
  • Collaborated closely with mortgage specialists to close 7 home loans worth over $2.
  • Achieved results within a 18 months.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Authored comprehensive reports for senior management, providing insights into customer trends, driving a 15% improvement in decision-making processes.
  • Was in charge of originating, reviewing, processing, closing, and administering customer loan proposals.
  • Conducted meticulous analysis.
  • Looked for industry trends on social media and through online sources.
  • Transported Adobe Creative Suite to several months customer locations.

Summaries

  • Achieved a 45% first-year retention rate.
  • Achieved a 85% reduction in client churn.
  • Aligned solutions with client needs.
  • Costs were consistently reduced while profits were increased.
  • Closed over $12 in loan agreements.
  • Client-focused Branch Account Executive known for providing tailored financial solutions and growing average account balances by 71% over 2018.
  • Branch Account Executive with expertise in financial planning.
  • Achieved results within 2017.
  • Branch Account Executive skilled in implementing feedback-driven initiatives, leading to a 58% reduction in client churn and higher retention rates.
  • Accomplished in loan origination and processing.

Accomplishments

  • Exceeded monthly sales objectives by effectively cross-selling additional financial products to existing clients, increasing branch revenue by 47% over 6 months.
  • Worked with marketing and product teams to drive a 51% increase in targeted product penetration within the branch's service area, leading to an Top Performer.
  • Researched and implemented Adobe Creative Suite to track and streamline customer inquiries, reducing response times by 17%, and improving client retention rates.
  • Leveraged industry analysis tools to identify and expand financial product offerings to high-net-worth individuals, achieving an 76% increase in overall managed assets.
  • Recognized as the top Branch Account Executive in Portland for consistently surpassing monthly targets by an average of 75% over one year.
  • Developed tailored loan restructuring plans in collaboration with underwriting, reducing non-performing assets by 69% within three years.
  • Resolved product issue through consumer testing.
  • Guided 2 clients through credit recovery programs, helping 76% of them re-establish credit and secure additional financing products.
  • Coordinated with various departments to enhance client servicing protocols, leading to a 66% improvement in customer satisfaction as measured by 39%.
  • Acquired 3 new clients through personalized outreach and relationship management, boosting the branch’s market share by 42% in Portland.

Affiliations

  • Association for Financial Counseling & Planning Education (AFCPE)
  • American Bankers Association (ABA) – Member
  • Jaycees
  • Freemason
  • Member of the Financial Marketing Association (FMA)
  • Small Business Financial Planning Association
  • Credit Union National Association (CUNA) Member
  • American Marketing Association
  • National Association of Credit Management (NACM)
  • Loan Officers Association

Certifications

  • Certified Personal Banker Professional - Vantage
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Business Analysis Professional (CBAP)
  • Accredited Small Business Consultant (ASBC) – system
  • Certified Business Banking & Commercial Lending Professional (CBBCLP) - Brightline
  • Certified Internal Auditor (CIA) - method
  • Certified Revenue Cycle Specialist (CRCS) Northwind
  • Google Certified Professional Cloud Architect
  • Six Sigma Green Belt Certification – Cedar Works
  • NMLS Mortgage Loan Originator (MLO) - Nationwide Multistate Licensing System

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