“I am a seasoned sales and customer service leader with over 15 years of management experience. I excel at leading teams to deliver excellent customer experiences and meet business goals while ensuring compliance with banking laws and regulations. I have a proven track record of generating significant growth through transformational sales leadership and have developed comprehensive training programs based on consultative and relationship-based selling practices.”
Generated a rolling pipeline of an average of 2 million dollars in mortgage pre-approvals,
Created a comprehensive banker training program based on consultative and relationship-based selling practices
Created and Implemented a new branch reporting process that improved reporting speed by 90% and was deployed company wide.·
Inducted into the Leader UP program, designed to teach candidates to the next level of leadership.·
Created and Implemented multiple processes to improve accuracy in reporting and accountability
Project manager for a partnership with a fintech company, reporting directly to senior executive leadership on progress and creating new processes.
Additionally, as the project manager for a partnership between Liberty Bank and a fintech company, I am currently collaborating with the Senior Executive Management of both the fintech. The project scope spans multiple departments at Liberty Bank and involves creating processes to implement, conducting cost-benefit analyses, assessing risks and compliance requirements, projecting KPI targets, and preparing proposals and executive summary for presentation to the Liberty Bank Board.
Work with mainframe and online systems to file fraud disputes and ACH debits as well as ATM transaction
Specialize in BSA and AML compliance·
Complete SAR filings in timely manner and providing effective feedback to investigators on management reviews.
Exhibit a solid understanding of the credit risks associated with business lending and customized personal lending to ahigh-net-worth client base·
Utilized lending and credit expertise to deliver sophisticated credit solutions best suited to meet the client objective·
Partners with internal and external service providers including, Centers of Influence.
Inspired ownership among my teams and be an active player-coach
Managed a high performing team with over $4 million in lending revolving on monthly pipeline·
Increased credit card applications and approvals by 153%·
Rewarded and recognized team members to drive outstanding sales and service results
Franchise Owner - Montgomeryville, PA - Morristown, NJ - Orlando, FL
Responsible for overseeing staff of 25 store managers and100+ Technicians
Arrange for and conduct on-site technical, sales and customer service training regionwide
Managing P&L for Region with gross sales of over $21 Million annually