(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
My objective is to maintain a position within a financial instution that mirrors my ideals, offers growth potential and allows me to utilize my managerial,operational and extensive lending knowledge.
  • Extensive operational and compliance knowledge
  • Excels in team leadership
  • Excellent communication skills
  • Expert in consumer and secondary home lending
  • Customer Service oriented
  • Excellent coaching and training skills
Mesa Community Mesa, AZ Expected in 2004 : English / Secondary Education - GPA :
Moraine Park West Bend, WI Expected in 2009 Certificate : Retail Management - GPA :
University of Phoenix Online, NA Expected in 2017 In process : Business Administration / Finance - GPA :
BVS & BAI Online, NA Expected in 2010 Certificate : Banking / Compliance - GPA :
Webinars / Conferences Various, NA Expected in 2016 Certificate : Various - GPA : I have attended various classes and conferences regarding lending, credit building/repair & risk, compliance, operations, risk assessment & management, ACH processes, extensive customer relationship training and online banking procedures for back office operations.

In my current role, I have successfully accomplished the following achievements through professional networking, loan reviews and strategic branch marketing: 

  • Increased branch Net Worth by 451%
  • Increased Business Deposits by 576%
  • Increased the number of total Households by 328%
  • Increased Credit Card growth by 210%
  • Increased Home Equity loan volume 4.5 million per year
  • Increased Vehicle lending to a total of 1.5 million per year

Furthermore, I created strategies to develop and expand existing member relationships, resulting in a 225% increase in annual sales.
D.R. Horton, Inc. - Branch Manager & Senior Loan Officer
Morristown, TN, 06/2010 - Current
  • As a Branch Manager my daily responsibilities include: carrying out leadership, coaching and evaluating all associates within my branch, rewarding and disciplining associates, ensuring all associates are knowledgeable in regards to general banking practices, products & services.
  • Emphasis on branch operations, compliance and security procedures, incentive tracking, goal completion, problem resolution, new account and loan documentation auditing, working with the SVP to establish sales goals and acting as a mentor to loan underwriters.
  • My extended responsibilities include: associate interviewing, hiring, termination.
  • Establishing new retail business and personal account relationships, marketing my individual branch to the community that we serve, participating in both the Menomonee Falls and Germantown Chamber of Commerce and working closely with senior management to compile and execute new sales strategies within our service area by providing suggestions and feedback regarding various campaigning techniques.
  • I am currently a Senior Loan Officer within the institution and I lead a group of 5+ loan officers in all aspects of consumer & secondary home lending.
  • I belong to a team that is restructuring the lending procedures within the financial; our duties include: updating the institution's lending procedures along with ensuring lending personnel are complying with CFPB and all other lending regulations.
  • I am utilized as a lending mentor for other branch managers and loan officers and my branch is used as a training hub for management trainees in order to train them in various aspects of their position.
Westbury Bank - Assistant Vice President of Branch Operations
City, STATE, 06/2009 - 06/2010
  • As the AVP of Deposit Services, I managed several departments in one: Loss Prevention, Collections, Compliance, Customer Service, Proof, ACH, Debit/ATM Cards, Online Banking customer support desk, CIS Records, Auditing and the Return area.
  • I worked closely with the Senior Vice President of Operations and Sales in all areas of compliance, strategic direction, budgeting/forecasting, expanding relationships of existing customers and targeting profitable customer groups.
  • I worked directly under the bank's BSA/Compliance office and assisted in all areas when needed.
  • I have an adequate knowledge of the following: regulatory requirements and execution, written security programs and training,maintaining an effective security program, auditing BSA logs/reports (CTR's, SAR's, ACH audits, etc.).
  • I was also responsible in assisting the Retail Sales Managers in creating and implementing various types of training tools, techniques and classes to ensure operational accuracy within the branches, monitoring the bank's opt-in (REG E) program and I oversaw the overdraft protection/fee reversal area.
  • My department processed all transactions that were conducted within the bank and ensured accurate and expeditious transaction handling.
Westbury Bank - Multi Branch Manager
City, STATE, 09/2007 - 06/2009
  • As a branch manager my daily responsibilities included:  carrying out leadership, coaching and evaluation for all associates within my three branches, rewarding and disciplining associates, coaching and directing my staff in goal completion, customer satisfaction, product knowledge and compliance procedures. I oversaw and implemented branch security procedures, incentive tracking, addressing complaints and resolving problems both internally and externally, reconciling GL’s, extensiveconsumer lending and both secondary & first mortgage lending.  
  • My extended responsibilities included: interviewing new potential candidates, establishing new retail business and personal account relationships, marketing my individual branch to the community that we served, participating in all Washington County Chamber of Commerce events and leading the community as a volunteer coordinator.  
  • In addition to my daily and extended responsibilities, I created the training guides and materials that were implemented when a new hire began at the financial or when an internal candidate was promoted.  
  • I simultaneously oversaw three in-store branches while I held this position.
West Bend Savings Bank / Westbury Bank - Assistant Branch Manager
City, STATE, 04/2006 - 09/2007
  • Acting as the Branch Manager and assuming responsibility in the manager's absence, resolution of customer issues, managing day to day activities of the branch, emphasis on goal completion, leading the Personal Bankers in consumer lending procedures and approving/denying consumer loans, balancing the vault and teller drawers; implementing marketing procedures, participating in disciplinary action of current employees, serving as a mentor and assisting the team in attaining their individual goals.
Guaranty Bank - Customer Service Supervisor & Personal Banker
City, STATE, 01/2003 - 01/2006
  • Oversaw the day-to-day activity of the department by monitoring workflow, measuring quality, assisting internal and external customers, as well as assisting, coaching and leading staff of approximately 15-19 employees.
  • Job duties included answering customer and staff inquiries in a timely and professional manner, coordinating staff activities to ensure timely and professional responses to all inquiries and tasks, working with the staff to meet customer needs and department goals, training and coaching new and existing employees, communicating clearly and concisely pertinent information and changes to the staff and appropriate departments using the most effective means of communication for the topic and receiving group, performing administrative duties, which include observing and monitoring ACD calls, disciplinary actions and performance evaluations, monitoring trends and adopting best practices within the Company and the industry, leading by example to support the decisions of the department manager and the Company.
  • I would also like to include that I created and implemented the first training manual for the Customer Service Department and distributed to new and pre-exisiting representatives.
I regularly volunteer my time with the following organizations:
  • American Heart Association
  • Multiple Sclerosis
  • Salvation Army Boys & Girls Club of Washington County
  • United Way of Dodge and Washington County
  • Washington County Chamber of Commerce
  • Dodge County Chamber of Commerce
  • MADD
  • Volunteer Coordinator for Downtown West Bend Association
  • The Kettle Moraine Strong Kids Scholorship Campaign
  • Relay for Life
  • The Dr. Albrecht Free Clinic
  • Food for Families/St. Boniface Church
  • Friends of Abused Families
 In addition, I am extremely familiar with the following applications: Cleartouch,CleartouchTeller, Cleartouch New Accounts, XP2, Nautilus, Fast Docs, Fiserv & Fiserv EFT, FIS VIP Teller, Microsoft Word, Excel, Powerpoint Peachtree and various other financial applications and platforms. 

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Resume Overview

School Attended

  • Mesa Community
  • Moraine Park
  • University of Phoenix
  • BVS & BAI
  • Webinars / Conferences

Job Titles Held:

  • Branch Manager & Senior Loan Officer
  • Assistant Vice President of Branch Operations
  • Multi Branch Manager
  • Assistant Branch Manager
  • Customer Service Supervisor & Personal Banker


  • Certificate
  • In process
  • Certificate
  • Certificate

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