Highly-motivated professional with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Skills
Customer Service-Focused
Product Education
Attention to Detail
Excellent Time Management
Excels in Team Leadership
Work Prioritization
Business Development
Coaching and Mentoring
Relationship Building
Strategy Development
Problem Anticipation and Resolution
Adaptable to Changing Conditions
Experience
Senior Home Lending Advisor, 11/2021 to Current JP Morgan Chase – City, STATE,
Liaise with customer to serve as customers' chief point of contact throughout the life of the loan in order to deliver the highest level of customer service and facilitate smooth processes.
Utilize my lending knowledge and management experience to mentor and coach the 23 members of the branch team on products and services to drive sustained growth around deposits, lending, and customer experience.
Proactively engaging external industry professionals (realtors, accountants, attorneys) to build a partnership to collaborate to assist clients in their homeownership goals
Collaborate with Branch Manager, Lending Manager, Area Managers, and Market Directors to analyze Profit and Loss Statement (Scorecard) to develop focused action plans to grow business lines.
Adhere to federal and state compliance guidelines relative to retail mortgage lending.
Track and manage new leads and followed up on referral business.
Analyze applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Answer customer inquiries involving rates, products and loan application status to facilitate quality customer service and to promote valuable decision-making.
Maximized company profitability with appropriate pricing of new loan originations, fee income and selling of products and services.
Managed pipeline for originated loans through closing and complete required management reports.
VP Branch Manager, 04/2010 to 12/2021 JP Morgan Chase – City, STATE,
After successfully running a small size branch was promoted to a larger branch.
Utilized my sales leadership, management ability and operational expertise to create an exceptional customer experience and grow business within the Retail Chase branch
Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Selected as Talent Acquisition Lead and Mentor Branch to train and develop new hires
Facilitated focused daily meetings to review daily plan to achieve goals
Coached and developed Private Client Bankers, Lead Associate Operations Specialist, and Associate Bankers to execute the necessary behaviors to drive sustained growth around deposits, lending, customer experience, and digital priorities.
Analyzed Profit and Loss Statement (Scorecard) to develop focused action plan to grow pre-tax earnings.
Planned and facilitated Chase Chat Seminars along with One Chase Partners to educate the community topics around lending, saving, spending and investing.
Branch has achieved “Gold” Medal (Top 10%) Customer Experience YTD Score for 2019 & 1st Quarter 2020.
Greatly improved operational controls resulting in perfect 100% Branch Review (Audit) score in 2019 and 2021.
2021 July Scorecard Performance Level 2 ranking (Top 30%) Rank 27 of 144 branches.
Selected Top Manager 2013 after finishing in top 10% of Branch in Peer Group.
Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
Lending Sales Manager II, 07/2006 to 04/2010 Wells Fargo Financial – City, STATE,
The position focused on improving results through better lending sales training, improving the quality of our personnel through exceptional recruiting, stronger tactical operations and overhauling process structure within the branch
Reduced Branch Risk Level from Yellow to “Green Rating” (no compliance infractions)
Rated Best Balanced Branch July 08’
Hit $4.7 Million dollar loan volume Region record; Regional Manager of Month (out of 50 managers)
Grew a $35 million branch to $65 million in loans in the span of 2 years
Selected 2nd Place Star Performer —given to top 2 managers in the region of 50
Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals.
Researched and communicated competitive activity to influence marketing plans and sales tactics.
Prospected for new business using databases and other strategies to generate sales.
Reduced process gaps by hiring, supervising and coaching employees on sales strategies and protocols, optimizing performance, growth and profitability.
Tracked and analyzed key quantitative metrics and business trends relating to clients and partners.
Assistant Lending Manager, 10/2004 to 07/2006 Wells Fargo Financial – City, STATE,
Promoted after a successful year of executing as a Credit Manager to help with recruiting and developing new salespeople and helping with changes in management and processes.
Managed team of 12 Credit Managers, cultivating positive atmosphere and instilling model of dedication.
Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
Managed relationships with tax authorities, bankers and auditors.
Conducted employee one-on-one meetings to evaluate performance, resolve issues and provide job coaching.
Oversaw loan process from origination through closing to check that every client received exemplary service.
Regional Employee of the month (out of 300 employees) in December 2005
Branch employee of the month in 2006 in January, April and June
2nd Place New Money Producer (1.9 Million) in District for 1st half of 2006
Managed Branch Portfolio to over $1.3 million Mortgage Sales in a month
Education and Training
B.S.: Finance And Computer Information Systems- , Expected in Bernard M. Baruch College - , NY GPA:
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