14 Fourteen Street, Town, CA 99999 Cell: 000.000.0000 – firstname.lastname@example.org
High performing, customer-oriented manager with 10 years’ experience driving operations, production and goal achievement in financial industry. Advanced leadership skills with success in managing groups to obtain results and bridging the gap between organizational objectives and operational capabilities. Leading contributor to strategic programs with the ability to successfully deliver multiple concurrent projects under tight deadlines and success parameters. Adept in the design and execution of successful operational processes, programs and solutions to support and optimize team performance. Dynamic team building and training abilities; exceptional interpersonal, communication and problem resolution skills.
Increased sales by 67% and achieved client retention of 78%, compared to 20% standard, by implementing effective strategies in 2013. Exceeded sales goals by 50% for the last 3 quarters. Played key role in branch maintaining 110% cross-sell ratio, one of highest in region. Excelled in quarterly sales with 160% and maintained a retention rate of 90% for Discover Financial Services. Pinnacle Performance Award for a 180% closed loan rate for 2012. Employee of the Quarter for first quarter of 2012 and third quarter of 2010.
Assistant Branch Manager October 2008 to Current University Federal Credit Union Salt Lake City, UT Manage operations and production at 2 branches, including high volume university campus branch. Hire, train, develop, motivate, coach and discipline branch personnel. Achieve and maintain high level of member service through sales and team meetings. Run daily branch activities and ensure compliance with established credit union policies and procedures. Mentor employees in effective sales methods and techniques. Determine feasibility of loans by analyzing financial status, credit and property evaluation of applicants. Provide expert financial advice on mortgage, educational and personal loans. Deliver informational sales presentations to potential business members and build new relationships. Perform marketing by participating in and sponsoring community events. Quality Coach January 2004 to September 2008 Discover Financial Services Salt Lake City, UT Leveraged expertise in resolving issues to satisfy customers for Retention Department. Coached a team of 10-15 employees by monitoring calls in fast-paced call center environment. Progressive advancement from account manager, senior account manager to quality coach.
BBA Program, University of Utah, Salt Lake City, UT–Enrollment Aug 2014 Associate of Science in Accounting, Salt Lake Community College, Salt Lake City, UT–2009
Mortgage Loan Originator (MLO) License, 2011 Advanced Mortgage/ Home Equity Line of Credit Loan Training Mortgage Underwriter Training Investment Banking Seminar