Amy Evans Email & Phone Number

Gilbertsville, PA, US

Hamilton, NJ, US

• Sales and Service Champion leading by example and fostering a cohesive team and promoting a positive work environment.
• Provide leadership, conflict resolution, coaching and development of Personal Bankers.
• In the absence of the Branch Manager, responsible for overall branch management including but not limited tooperations, sales management and productivity.
• Operational leader of the branch, financial accuracy/audit compliance/regulatory/processing client transactions,scheduling.
• Originate consumer loans, bank products, credit cards
• Refer ancillary banking services to our relationship partners.

Charlotte, North Carolina, US

• Used a consultative listening and interview approach to effectively gain potential mortgage clients
• Originate mortgage loans for both in-branch as well as self-sourced mortgage customers. Followed all loansthrough mortgage process, up to and through loan closing
• Analyzed client financial specifics including, but not limited to tax returns, bank statements, assets documents toqualify potential clients.
• Executed effective mortgage marketing plans to meet or exceed agreed upon mortgage production goals
• Build relationships with settlement agents, realtors, internal colleagues and other lenders
• Community outreach through community projects, food drives, festivals and other means to effectively market ourbrand with strong emphasis on events that focused on giving back to the community

Charlotte, North Carolina, US

• Work to understand client's financial needs and consultatively address them by makingappropriate product recommendations or referring the client to a financial partner
• Originate, manage and close loan portfolio in adherence to all policies and procedures
• Analyze tax returns/asset statements
• Responsible for all operational aspect of the branch- financial accuracy/ audit compliance/ regulatory.
• Organize business and consumer events both within the branch and throughout the community
• Involved in business development activities such as Business, Networking and Chamber groups and events

Newtown Square, PA, US

Responsible for the full recruitment process from interview through onboarding a new hire.Source resumes and phone screen applicants.Conduct background screening including reference checks. Participated in weekly recruitment meetings.Responsible for compliance with laws and regulations that apply to the position, and compliance with internal employee.

Bellingham, WA, US

• Peoples Bank June 1996-Sept 1998Branch Manager
• Champion sales and service leader with strong, proven sales background. Directsupport staff of eight associates in daily operations of a retail bank branch.
• Responsibilities include mortgage origination, consumer lending and home equity loanunderwriting, approval and disbursement, budget, expense control, hiring qualifiedapplicants, training, employee development.
• Responsible for monthly cold calling and outside sales calls as well as community involvement to achievemonthly as well as yearly sales and service goals.