Focused auto professional with demonstrated talent in organizing work, establishing priorities and delegating tasks to meet service delivery requirements. Skilled in communicating to meet performance and productivity requirements while ensuring compliance with policies and regulations. Proven expertise in financial institution operations. Efficiently supervises and enhances work of field teams performing auto loan outbound member contact according to challenging schedules. Dedicated to boosting work quality while maintaining compliance with regulations and meeting budget demands. Skilled team leader with proven operational knowledge and auto product expertise.
Skills
Attention to Detail
Product Education
Customer Relations
Complaint Handling
Decision Making
Process Improvement
Time Management
Verbal and Written Communication
Microsoft Office
Operations oversight
Policy Development
Customer retention
Operations management
Education
California Baptist UniversityRiverside, CAExpected in 08/2020 – –Bachelor Of Business Administration:Business Management - GPA:
Kaplan College - StocktonStockton, CAExpected in – –Securities Certificate Series 6 & 63: - GPA:
Work History
Cox Auto Inc - Automotive Product Experience Officer Bangor, ME, 01/2020 - Current
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Supervised personnel and motivated to maintain customer service and performance standards.
Explained very technical financial information to applicants in easy to understand language.
Monitored pipelines to track and log status of loans.
Devised processes to boost long-term business success and increase profit levels.
Partnered with vendors and suppliers to effectively manage and budget.
Collaborated with process owners to refine procedures, devise best practices and correct quality audit findings.
Established positive and effective communication among unit staff and organization leadership, reducing miscommunications.
Oversaw day-to-day production activities in accordance with business objectives.
Achieved team goals through formalized training plans, coaching and performance management.
First Bank And Trust - Client Service Supervisor Lancaster, MN, 10/2015 - 10/2016
Accomplished multiple tasks within established timeframes.
Approved regular payroll submissions for employees.
Maximized performance by monitoring daily activities and mentoring team members.
Improved operational planning and business frameworks to enhance resource utilization and reduce waste.
Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
Developed and maintained relationships with customers and suppliers through account development.
Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
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American West Bank - Licensed Investment Representative City, STATE, 04/2012 - 10/2015
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
Guided clients through compiling important financial histories and documentation for evaluation.
Expanded customer base through community outreach and strategic business partnerships.
Kept client financial plans optimized for current market trends and economic conditions.
Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
Worked closely with managing broker to maintain optimum levels of communication to effectively and efficiently complete projects.
American West Bank - Senior Personal Banker City, STATE, 06/2004 - 04/2012
Networked to increase client base and encourage existing clients to expand financial portfolios.
Promoted all financial products by maintaining excellent service offering knowledge.
Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
Created innovative financial solutions to meet customer needs and provide competitive edge.
Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Maximized revenue through improved sales techniques and branch productivity.
Achieved consistent recognition as top sales performer.
Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
Maintained up-to-date knowledge of competitors' products.
Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
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