Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Summary
Organized and detail-oriented Vice President with 15 years of experience in management and finance. Skilled defining financial capabilities through effective forecasting, projections, volume, operational functions. Proven ability to design and implement optimized practices for increasing productivity and profitability. Distinguished leadership skills with commitment to increasing customer satisfaction.
Skills
Budget preparation
Business plans
Coaching
Counseling
Customer service
Directing
Filing
Finance
Human Resources
Leadership
Regulatory compliance
Loan processing
Marketing materials
Personnel
Policies
Processes
Sales
Spanish
Staffing
Workshops
Worship service assistance
Patient-focused quality service
Customer service optimization
Managerial finance
Service desk team management
Communication device proficiency
Customer service experience
Experience
Vice President/Branch Manager, 12/2017 - Current Greenstate Credit Union – Davenport, IA,
Directing all operational aspects including distribution, customer service, human resources, administration, and sales in accordance with the bank's objectives
Providing training, coaching, development, and motivation for bank personnel
Developing forecasts, financial objectives, and business plans
Manage budget and allocate funds appropriately
Bring out the best of the branch's personnel by providing training, coaching, development, and motivation
Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities, and needs Address customer and employee satisfaction issues promptly
Adhere to high ethical standards, and comply with all regulations/applicable laws.
Increased efficiency by analyzing data and maximizing opportunities for improved productivity across several areas.
Identified opportunities to improve business process flows and overall departmental productivity.
Resolved issues and recommended actions based on production and compliance reports.
Attended and client meetings, promoting the company brand, and building rapport with prospects and partners.
Employed optimal safety practices to reduce worksite complaints, hazards, incidents, or lost-time accidents to improve overall OSHA scores and expand bid opportunities.
Evaluated product development strategy effectiveness and prepared alternative approaches to exceed goals.
Reduced costs by overhauling and streamlining contract bidding and procurement processes to assure the best prices for materials and services.
Increased company growth through effective collaboration with the sales and marketing departments.
Initiated on-time, under-budget project management to optimize performance.
Identified and solved issues with production, workforce, and material sourcing to drive business objectives.
Hired and managed 12 employees to maximize productivity while training staff on best practices and protocols.
Housing Advisor/Counselor, 12/2013 - 12/2017 Self-Help Enterprises – City, STATE,
Provide individualized counseling for personal, career, with an emphasis on homeownership counseling.
Help filing applications for assistance with employment and financial assistance.
Present workshops for families and develop marketing materials to attract participants for first time home buyers.
Work closely with HUD Programs to help first time home buyers.
Prepare qualifying families for becoming homeowners.
This entails providing pre and post-purchase counseling, administering the loan processing function, preparing a homeownership plan for each family, developing and maintaining contact with lenders, realtors, and other counseling agencies and administering files.
Budget preparation and control.
Identified and recruited landlords and brokers to provide suitable and affordable units to meet clients' needs.
Reviewed documentation and input data into computer system to complete eligibility process, re-certifications and tenant move-outs.
Assisted applicants in filling out housing applications and verifying assets.
Branch Manager/ Sr. Personal Banker, 12/2002 - 12/2013 Chase – City, STATE,
Develop and maintain a proficient level of expertise, skills, and knowledge of Staffing
and Placement programs sufficient to provide authoritative advice and guidance to
customers, co-workers, and leadership.
Plan, implemented and managed the operations and capital budgets to maximize branch
profitability.
Ensured that the branch met all regulatory compliance standards and followed all
operating policies and procedures.
Ensure the expansion of customer relationships through branch cross-selling activities,
lobby management, and exceptional customer service.
Plan, organized, and coordinated daily sales services, and operational management
processes.
Hired, trained and coach staff as needed.
Developed a sales and service plan to keep employees and branch motivated.
Responsible for taking loan applications, and refer out loans that were not able to process
at the branch level.
Responsible for overseeing the whole branch, deposits, confidential information, making
sure that all employees were aware of policies, and regulations.
Coached employees with new sales techniques to make sure the branch was profitable.
Maintain confidentiality of sensitive information and records.
Education and Training
Master: Business Administration And Management, Expected in 05/2020 - Ashford University - Fresno, CA GPA:
Minored in Human Resource Management
Graduated with 3.68 GPA
Bachelor: Liberal Studies, Expected in 2003 - California State University - Fresno, CA GPA:
Associate of Arts: Child Development, Spanish, Expected in 2001 - Reedley College - Reedley, CA GPA:
Activities and Honors
Member, Small Business Association (2008 - present)
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