Resourceful professional with comprehensive experience in leading all facets of general operations and employee engagement management along with providing administrative assistance within multiple organizations across finance sector. Proven track record of creating and implementing robust strategies to attain a high level of customer satisfaction, boosting sales, and increasing yearly revenues as well as developing robust coaching plans to enhance employee knowledge on various selling methods. Instrumental in managing, opening, and closing all types of accounts, conducting audits, resolving complex issues, and leading cross-functional teams to enhance service efficiency. Articulate and refined communicator with ability to foster strong relationships with all levels of management, employees, partners, and customers to bolster organizational success.
♦ Member Relationship Management
♦ Strategic Planning & Execution
♦ Sales & Revenue Management
♦ Complex Issues Resolution
♦ Administrative Assistance
♦ Account Management
♦ Customer Service Management
♦ Team Coaching & Leadership
♦ Employee Engagements
Facilitate development and launch of a pilot program to establish a partnership between area's leading realtors and local top loan originators from Princeton.
Spearheaded management of overall operations across four branches and sales department along with facilitating development of effective strategies to increase sales and team member's knowledge. Reviewed customer loan application to assesses and suggest loan approvals and denials for various functions, including home equity, car and personal loans, line of credits, and multiple deposit accounts. Executed opening and closing of personal and business accounts of all types as well as delivered robust and engaging sales presentations to numerous new and current employees.
Executed overall operations for branch to eradicate procedural errors and maintain accuracy. Provided recommendations on loan approvals and denials by analyzing customer loan applications for home equity, personal and car loans, line of credits, and various deposit accounts. Oversaw opening and closing for all types of personal and business accounts as well as conducted internal audit preparation to attain success of audit process. Actively assisted customers with setting up/closing accounts, filling loan applications, and signing up for new services to maintain a high level of customer satisfaction. Assessed customers' requirements by obtaining current knowledge of customers' preferences.
Facilitated branch manager in execution of several branch operations, scheduling, branch audits, and balance and replenish ATM. Provided maximum assistance to sales and service managers in developing and sustaining sales culture and achieving branch goals. Received loan applications and submitted applications to underwriter for verification and recommendations from start to end, while managing overall activities for account opening and closing.
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