(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Results-oriented business leader with more than 7 years of experience in day-to-day banking operations and sales management. Confident to become an exceptional manager in given field. Offering ability to leverage trends across industries and cultures to derive solutions and approaches focused on creating value for customers and profitability for business. Comfortable providing advisory support to Regional Leaders. Well-versed in inter-cultural communication and can leverage personal diverse background to bring multi-faceted approach to create and drive strategies to source and proactively reach out to diverse talent across multiple business lines. Recently finished bachelors degree while working full time in Banking industry in highly sought after field "Leadership and Organization Management (MOL)" with concentration in Project Management.

  • Ability to analyze data and prepare reports / recommendations supported by strong analytical and critical thinking skills
  • Executive level ability in strategic thinking and operational excellence with track record of delivering results against clear measurable success criteria
  • Strategy design and implementation of major programs experience
  • Demonstrated ability to coach and influence peer group in decision-making and strategic processes
  • Results-oriented with ability to conceive and execute business/operating plans.
  • Strong ability to manage multiple projects and stakeholders concurrently with significant project management experience.
  • Exceptional interpersonal and relationship management skills demonstrating cross cultural understanding and knowledge across multiple geographic locations
  • Desire to learn and grow within this role.
University of South Florida Tampa, FL Expected in 12/2023 MBA : - GPA :
St. Petersburg College St. Petersburg, FL, Expected in 2019 Bachelor of Science : Management And Organizational Leadership - GPA :

Concentration in Project Management

St. Petersburg College Clearwater, FL Expected in 2017 Associate of Arts : Business Administration - GPA :
Work History
America First Credit Union - ABO - Commercial Lending Operations
Draper, UT, 05/2018 - Current
  • Developed team communications and pipeline reviews for top lenders in FL
  • Resolved conflicts and negotiated mutually beneficial agreements between parties
  • Consulted with outside vendors (attorneys, insurance and title companies) to identify and resolve loan closing issues
  • Produced and submitted completed loan packages to title and escrow professionals
  • Conducted pre-funding and funding activities for over 30 of closed deals monthly
  • Reviewed and validated details of loan applications and closing documentation
  • Drove operational improvements which resulted in savings and improved profit margins
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Cultivated strong business relationships with clients to increase overall experience, satisfaction and retention rates
  • Managed capital funding requests of up to $15 million from Loan approval to loan closeout
  • Collaborated with legal and compliance teams to review paperwork, obtain feedback and procure available information for new training processes.
Suffolk University - Branch Manager
Boston, MA, 11/2014 - 05/2018
  • Provide outstanding customer service. Handle difficult customer situations
  • Supervise and provide leadership training to fellow employee's. Train associates and maintain positive branch environment
  • Maintain superb relationship with executive management, report on performance, generate ideas and write business analysis
  • Assessed employee performance and developed improvement plans
  • Gathered and reviewed customer feedback to improve operations
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Completed quarterly assessments of financial and performance records and reports to promote operational improvements
  • Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement
  • Increased overall annual revenue 29% by incorporating several quality process improvements within branch
Macys - Designer Handbag Sales Specialist
City, STATE, 10/2013 - 08/2014
  • Used customer centric approach to drive sales by providing luxurious shopping experience
  • Trained new associates and attended meetings to learn in depth about new products and promotions
  • Managed quality assurance program, including on-site evaluations, regular internal audits of inventory and customer surveys
  • Drove operational improvements which resulted in savings and improved profit margin
  • Led sales team in delivery of design project, resulting in 12% increase in department sales
Lawrence W. Tyree Library | Santa Fe College - Circulation Assistant
City, STATE, 08/2012 - 01/2013
  • Answered patrons’ questions via library’s online chat reference service and email about where to find library resources and collected equipment, reference pieces and other items
  • Instructed students on research techniques and methodologies - helped with catalogs, book search and suggesting appropriate online databases
  • Organized and maintained detailed records on equipment use, materials logs and circulation activities
  • Kept library shelves and printed materials well-stocked and organized according to established system
  • Monitored patrons to enforce adherence to library policies for material management and behavior
  • Communicated with other local and regional branches to locate materials for inter-library loans
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
  • Vice President International Students Association 

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School Attended

  • University of South Florida
  • St. Petersburg College
  • St. Petersburg College

Job Titles Held:

  • ABO - Commercial Lending Operations
  • Branch Manager
  • Designer Handbag Sales Specialist
  • Circulation Assistant


  • MBA
  • Bachelor of Science
  • Associate of Arts

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