branch manager resume example with 13+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Sales/Branch Manager with management experience and exceptional people skills. Versed in customer service satisfaction and goal driven performance.  Ambitious, mature, customer-focused, results-oriented, disciplined, hardworking strategic sales professional with 25 years in the sales/customer service industry and 10+ years in Direct Lending/Finance/Real Estate Industry. I desire a challenging role as Residential Loan Officer for American Home Loans.

Core Qualifications
  • Account Management
  • Advertising
  • Business Development
  • Budgeting
  • Client Relations
  • Client management
  • Computer Proficient
  • Customer Service/Satisfaction
  • Credit and Collections
  • Domestic and International experience


  • Direct Sales
  • Ethical
  • Lead Developing
  • Lending
  • Marketing
  • Multi-Task Management
  • Proficient in Microsoft Office
  • Quick learner
  • Results-oriented
  • Training and Development





07/2006 to 10/2008
Branch Manager Boise Cascade Greenland, NH,

    As a Branch Manager my duties included but were not limited to; customer service, soliciting loans, sales and marketing, advertising, relationship building, personal relations, overseeing loan officers, training and hiring, packaging loans, meeting client's, goal setting, closing loans, reviewing and handling legal documents, notarizing legal documents, tele-commuting, and managing all branch operations. Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies.  I supervised and managed 7 loan officers and took responsibility in overseeing the complete process of the loan process.  In addition to Calyx Point, systems such as DU, LP, CLOUT , and other lender online systems were used to underwrite and submit loan applications for approval.  I worked closely with Underwriters, Title Officers, Realtors, and Lender Representatives to ensure timely management on all loan applications.  In addition to my position as Branch Manager I acted as a loan officer in soliciting ongoing business for my branch ensuring that myself and my loan officers maintained positive relationships with consumers, public, clients, Realtors, Brokers, Lenders, Title Officers and the local community.

02/2004 to 2007
Loan Officer/Branch Manager Poolcorp Auburn, WA,

At Charter Funding I started as a Loan Officer and I eventually became a Branch Manager.  My main objectives were establishing strong positive long term relationships with Consumers, Realtors, Brokers, and Lenders, public speaking, late and long hours, time management, organization, customer service, personal relations, continuous education, computer and clerical skills, multi-tasking, and maintaining a positive and good attitude.  Additionally I diligently reviewed the specialty loan portfolio for compliance with all reporting requirements. Communicated regularly with management regarding portfolio performance and new loan transaction quality. Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives. Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision. Implemented financial planning recommendations. Reviewed and handled legal documents. Increased overall annual branch sales throughout my employment. Maintained status of top producing Mortgage Banker throughout my employment.  Maintained confidentiality of bank records and client information.  Maintained high referral rates and exceptional feedback from previous clients. Organized charity and public events to bring awareness to the general public, generating lead flow. Reviewed contract documents, purchase agreements and closing statements. Created and maintained a large client base by meeting needs and providing exceptional customer service. Managed a team of 15 professionals.

2000 to 02/2004
Customer Service Representative Hawaii/HSBC Finance Corp City, STATE,

    Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.  Cold calling, telemarketing, submitting loan applications, sales/marketing, customer service, meeting clients, outside sales, closing loans, handling deeds/lease agreements, and performing notaries.  In addition I reconciled bank statements to clients' books and prepared financial statements from client documents. Coordinated the approval or rejection of lines of credit and commercial, real estate and personal loans. Managed quality communication, customer support and product representation for each client.Achieved high sales percentage with consultative, value-focused customer service approach. Earned “Top Seller” for two consecutive years in 2002 & 2004.

02/1995 to 11/1999
Sales Person/Manager Treasures Jewelry City, STATE,

    Managed team of 8 professionals, customer service/satisfaction, sales, time management, organization, commission sales, inventory, cash handling, product ordering/inventory/merchandising, domestic and international experience, training and management.

Expected in 1994 to to
GED: Required
Maui High School - Kahului, Hi
Expected in to to
Transferred: Liberal Arts/Business
University of Phoenix- online - Phoenix, AZ
Transferred to Oregon State University (program)
Expected in to to
Current: Envionmental Science
Oregon State University- online - Corvallais, OR
Professional Affiliations
Center Stage Dance Alliance- Board of Directors (Treasurer)
Leadership Development Program
for Students

My direct interests are providing a stable and well rounded environment for my children and preparing financially for college.  Additionally I am working towards completing my degree.

Customer Service/Satisfaction
Computer Proficient
Dynamic, Energetic, and Goal Driven

Additional Information

Yukio Okutsu Veterans State Home- Volunteer

Feed the Homeless- Volunteer

Soup Kitchen - Volunteer
Center Stage Dance Alliance Volunteer
Hawaii Wildlife Fund- Volunteer
Merahi Productions- Volunteer

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Resume Overview

School Attended

  • Maui High School
  • University of Phoenix- online
  • Oregon State University- online

Job Titles Held:

  • Branch Manager
  • Loan Officer/Branch Manager
  • Customer Service Representative
  • Sales Person/Manager


  • GED
  • Transferred
  • Current

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