Scottsdale, Arizona, United States
Project Management: Effectively managed and coordinated multiple loan portfolios concurrently, overseeing progress tracking and ensuring timely completion. Demonstrated exceptional attention to detail by consistently meeting all loan closing deadlines, achieving a 100% on-time closing rate. Applied many project management principles to coordinate loan application processes, including organizing data, managing time and deadlines, conducting risk assessment, tracking loan milestones, and prioritizing tasks effectively to meet deadlines. Financial Management: Managed diverse client financial portfolios, ensuring adherence to budgets and timelines for loan applications and closing of contracts. Demonstrated proficiency in financial analysis, risk assessment, and financial compliance, resulting in streamlined processes and high client satisfaction. Evaluated 50+ loan programs with diverse guidelines, leveraging analytical skills to recommend optimal solutions aligned with client financial needs and industry standards. Organized and tracked financial documentation, including loan agreements, financial statements, and credit reports, to facilitate efficient decision-making and regulatory compliance. Stakeholder Relations: Cultivated and maintained positive relationships with stakeholders including clients, financial institutions, and outsourced vendors. Ensuring transparent communication and alignment of interests throughout loan application processes. Demonstrated adeptness in addressing internal stakeholders concerns and facilitating collaboration to achieve successful loan closures. Recognized for strong interpersonal skills, flexibility, adeptness and ability to navigate complex client relationships. Collaborated with internal and external stakeholders such as appraisers, inspectors, or insurance providers, to facilitate loan processing to facilitate smooth project execution, from initial client engagement to loan closure.
Operational Management: Promoted to initiate the launch of a new branch location, operated the branch to achieve over $1.9 million in annual revenues. Managed a fleet of over 450 vehicles, totaling approximately $13.5 million in assets. Oversaw daily operations ensuring seamless execution of rental processes, vehicle maintenance, and customer service standards. Managed inventory allocation, staffing schedules, financial performance, invoicing, and forecast planning techniques to optimize branch growth. Closed the 2 largest accounts in Arizona, Adding approximately $750,000 annually to revenue. Teamwork and Collaboration: Led a team of 11 dynamic and diverse members in in fostering a dynamic environment, facilitating open communication, knowledge sharing, and mutual support among colleagues to achieve shared goals and deliver exceptional customer service. Partnered with entry level candidates to collaborate and revamped onboarding procedures, conducted comprehensive training sessions, and facilitated career advancement for team members, resulting in 16 promotions. Problem-Solving and Decision-Making: Applied analytical thinking and due diligence to assess risks, make informed decisions, and implement effective solutions. Leveraged these skills to achieve a remarkable 100% customer service score over a 4-month period at our branch. Demonstrated ability to remain calm and professional in challenging situations, a proven track record of turning dissatisfied customers into loyal advocates through effective communication and problem-solving skills. Implemented a customer feedback text system, resulting in a 7% increase in overall customer satisfaction scores. Assistant Branch Manager | Sept. 2017 – Sept. 2021 Assistant Branch Manager | June 2015 – Sept. 2017 Management Assistant | Nov. 2014 – June 2015 Management Trainee | Feb. 2014 – Nov. 2014