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Professional Objective: Banking and Sales leader with demonstrated success leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to dynamic conditions.
06/2019 to 10/2020 AVP, Market Leader Allied Universal Security – Seal Beach, CA,
- Managed daily operation of branch, including operations, growing and driving revenue, customer service, and security in accordance with bank's objectives, policies, and procedures.
- Responsible for providing leadership and coaching to all members of branch sales team to ensure maximum performance and attainment of personal goals and improvement plans.
- Developed and managed defined market business plan to increase profitability, track performance, and revise plan to optimize performance.
- Managed and cultivate existing customer relationships by maintaining periodic contact to determine banking needs, financial trends, and changes in client’s condition and needs.
- Managed top 100 book of clients, with emphasis on cross selling and deepening customers’ relationships through outside calling.
- Responsible for calling on 10-15 business clients weekly.
- Closed average of 5 small business loans per month.
- Ability to make over 50 phone calls weekly resulting to 75% contact rate.
- Managed over 10 different lead source, totaling to about 300 monthly in tracking numbers of dials, referrals, and sales.
- Initiate, direct, and participate in outside retail and small business client development and in-house marketing programs.
- Formed business partnership with other banking officers to help meet clients experience.
- Produced reports on Expense and Fee Income outlining financial data to assist management with making strategic plans and operational decisions.
- Facilitated monthly operational and sales meetings to ensure updates on banking products and changes.
- Increased new bank relationships within local community by 15% through execution of quarterly promotions and calling efforts.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Developed and delivered polished sales presentations in order to highlight product and service quality.
12/2013 to 06/2019 Financial Center Manager Fulton Bank – City, STATE,
- Demonstrated high performance in sales, customer service, business development and leadership.
- Responsible for coaching, hiring, counseling to meet branch needs and productions.
- Generated 1.6 million in fee income for branch; triple branch's goal for quarter.
- Ability to manage multi-branches intermittently.
- Collaborated with internal business partners to deliver cohesive banking experience to customers.
- Built and lead high-performance team focused on achieving sales and service goals.
- Increased new bank relationships within 85% through execution of quarterly promotions.
- Met deadlines by proactively managing individual and team tasks and implementing referrals and sales tracking process.
- Produced Fee Income and Expense reports outlining financial data to assist management with making strategic sales plans and operational decisions.
- Increased new bank relationships within local community by 15% through execution of quarterly promotions.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Increased overall annual sales 25% by incorporating several quality process improvements within branch.
- Closed average of 3-4 small business loans per month.
- Developed prospects for new loans with 50 cold calls weekly.
- Created strategies to develop and expand existing customer sales, with 25% increase in annual sales.
- Met deadlines by proactively managing individual and team tasks and implementing referral and sales process.
- Ability to underwrite and approved small business loans from start to finish before bank decision to "centralized underwriting".
- Identified portfolio risks resulting from client's underlying business practices, underwriting investigations or fraud exposure.
- Evaluated debt ratio, loan-to-value ratios, credit scores property valuations and various other factors when making underwriting decisions.
- Analyzed business tax returns and underwriting worksheets to determine quality of small business and consumer credit requests.
- Analyzed credit, income, compliance, title documents and appraisals during underwriting process.
08/2012 to 12/2013 Loan Servicing / Pre-Underwriter Fulton Mortgage – City, STATE,
- Analyzed and verified accuracy of supporting employment info, appraisal, and financial documentation received.
- Performed second-level review for loans recommended for denial by assisting with re-negotiations.
- Examined potential loss stemming from catastrophe, severity or frequency of possible loss.
- Served bankers, loan officers, internal staff and borrowers by offering alternative options and explaining credit decisions.
- Calculated loan applicant debt ratios, income and terms and payments to determine financial stability of applicants and ability to repay loan.
- Analyzed business tax returns and underwriting worksheets to determine quality of small business and consumer credit requests..
- Verified accuracy of supporting employment info, appraisal, and financial documentation received.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Expected in 12/2005 Bachelor of Arts: Organizational Leadership
Eastern University - St Davids, PA,
GPA:
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