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Skills

  • Cross-Selling Techniques
  • Corporate communication and reporting
  • Sales professional
  • Consumer lending product knowledge
  • CRM software proficiency
  • Business Development
  • Staff management
  • MS Office
  • Process improvement
  • Data-driven decision making

Work Experiences

  • Coordinated with customer success to enhance loan product offerings.
  • Conducted personalized client consultations.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Achieved growth over one year.
  • Hired, trained, and mentored 5 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Achieved a 64% increase in close rates.
  • Altered business development strategies.
  • Brought in $7 in recurring revenue.
  • Conceived a competitive pricing strategy.
  • Analyzed KPI data to adjust branch tactics, resulting in improvement of customer wait times by 33%

Summaries

  • Branch profitability expert with a focus on providing customizable lending solutions and maintaining strong relationships with high-value clients.
  • Ambitious banker with extensive experience in bank leadership, fraud detection, and teller operations.
  • Achieved profitability.
  • Objective Miscellaneous leader who has led financial systems and programs to success.
  • Accelerated branch performance.
  • Clear understanding of workflow optimization and data analysis as well as workflow optimization training.
  • Adept at leading teams.
  • Achieved branch revenue targets.
  • Achieved success in competitive markets.
  • Meet bank and customer service standards on a regular basis.

Accomplishments

  • Collaborated with HR to align staffing needs with financial forecasts, optimizing headcount and reducing unnecessary labor costs by 58%.
  • Spearheaded employee development programs that resulted in a 33% increase in internal promotions and leadership talent retention.
  • Initiated a referral program partnership with local entrepreneurs, leading to an increase of $17 in recurring monthly revenue.
  • Established cross-sell initiatives that grew complementary product sales by 18% within the first 16 months of implementation.
  • Influenced strategic decision-making by delivering insightful monthly reports on financial performance and key metrics to senior executives.
  • Orchestrated cross-selling initiatives with other branches that contributed to a 22% sales boost across multiple regions.
  • Facilitated budget forecasting sessions that improved financial accuracy by 71% and delivered detailed reports to senior executive teams.
  • Resolved product issue through consumer testing.
  • Directed a branch revitalization project in 2015 that increased profitability by 69% and earned top rankings regionally for business performance.
  • Introduced workflow optimizations that cut branch processing times by 58%, allowing for faster response times and greater client satisfaction.

Affiliations

  • Institute of Real Estate Management (IREM)
  • Lions Club
  • Real Estate Roundtable (RER)
  • Rotary International
  • Sigma Iota Epsilon (SIE) - Management Honors Fraternity
  • International Association of Registered Financial Consultants (IARFC)
  • Risk Management Association (RMA)
  • American Management Association (AMA)
  • Commercial Real Estate Finance Council (CREFC)
  • American Finance Association (AFA)

Certifications

  • Leadership and Management Certificate - category
  • Certified Business Development Professional (CBDP)
  • Microsoft Certified Systems Engineer (MCSE)
  • CompTIA A+ Technician
  • Certified Manager (CM) - Institute of Certified Professional Managers
  • Advanced Sales Management Certification - standard
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Financial Services Auditor (CFSA)
  • Branch Operations Manager Certification - Northwind
  • CompTIA Security+

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