Bobbie Jo Sanchez Email and Phone Number

Responsible for observing and assisting with overall operations at branch locations to ensure policy and procedures are being followed and report recommendations to administrative officers. The Branch Lending and Operations Manager II is responsible for processing loan data and credit information, analyzing, evaluating creditworthiness, and setting payment terms.

•Plan facility improvements with work order priorities to maintain optimal operations.•Manage systematic maintenance program to prevent equipment and systems failures.•Collaborate with management team to identify and procure equipment and tools to increase safety and productivity.•Review incident reports to identify corrective actions to forward to Managers for resolution.•Coordinate with Utilities Manager and Building Maintenance Manager for bid specification, project development and support.•Identify facility infrastructure replacement and enhancements and developed budgets.•Supervise facility operations, including preventive maintenance projects, employee tasks and performance and adherence to safety standards.•Delegate daily tasks to employees to manage resources and meet deadlines.•Establish and implement new procedures for standard maintenance scheduling.•Collaborate with multiple departments to maximize workflow and efficiency.•Manage team of employees, daily progress reports and overall project planning.•Adhere to strict operation and maintenance regulations by following instructions and observing guidelines.•Assess daily workloads, scheduled and planned daily assignments and oversaw numerous projects.•Manage maintenance activities, including supervising staff and inspecting equipment.•Safely and efficiently finished repairs while supporting team members with tasks.•Provide insight and information to management regarding onsite improvement project specifications.•Minimize costs by working and negotiating with multiple suppliers.•Streamline processes for electrical, hydraulic and pneumatic systems to maintain high standards of efficiency and safety.

•Supported department by compiling paperwork and taking detailed staff meeting minutes.•Managed team of employees, daily progress reports and overall project planning.•Collaborated with multiple departments to maximize workflow and efficiency.•Delegated daily tasks to employees to manage resources and meet deadlines.•Supervised facility operations, including preventive maintenance projects, employee tasks and performance and adherence to safety standards.•Adhered to strict operation and maintenance regulations by following instructions and observing guidelines.•Managed maintenance activities, including supervising staff and inspecting equipment.•Handled all delegated tasks, including Lease Property and Environment of Care Committee.•Created agendas and communication materials for team meetings.•Performed site evaluations, customer surveys and team audits.•Developed long-term budgets of to $9.9 million •Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care.•Managed asset inventory and placed new supply orders.•Handled supply purchases and inventory management for office operations and equipment maintenance.•Improved operational efficiencies, managing work requests, new orders, pricing and changes while coordinating logistics to verify delivery dates.•Saved time, spearheading special projects through effective emergency resolution.•Mitigated regulatory risks by guaranteeing program requirements adhered to DNV compliance standards.•Coordinated office activities and operations to secure efficiency and compliance with company policies.•Conducted performance evaluations of office staff to monitor progress and productivity and recommend promotions, corrective or disciplinary actions.•Increased office organization by developing more efficient filing system and customer database protocols.

•Reduced financial discrepancies by accurately managing accounts while maintaining case costs and billing processes.•Developed budgets covering office supplies and equipment maintenance, inventory, postage and vendor services.•Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care.•Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.•Handled supply purchases and inventory management for office operations and equipment maintenance.•Saved costs by soliciting vendor quotes to determine optimal material purchase pricing.•Proactively identified and solved complex problems that impact management and business direction•Aided department director during decision-making process, meeting with staff to research, collect data, and interpret information for daily report generation.•Improved operational efficiencies, managing work requests, new orders, pricing and changes while coordinating logistics to verify delivery dates.•Maintained impeccable office organization to support efficiency, professionalism and performance objectives.•Saved time, spearheading special projects through effective emergency resolution.•Mitigated regulatory risks by guaranteeing program requirements adhered to [Program]'s compliance standards.•Planned and executed successful meetings, lunches and special events for groups of up to 70.•Conducted annual performance evaluations of office staff to monitor progress and productivity and recommend promotions, corrective or disciplinary actions.•Oversaw all day-to-day office operations.•Oversaw payroll for over 60 hourly and salaried employees.•Managed weekly payroll duties and submitted data to payroll clerk.•Efficiently handled any payroll discrepancies with employees.

Estimated materials and labor requirements to complete jobs within budgetary and timeline requirements.•Conferred with other managers, technical personnel and team leaders to coordinate efficient site work and maintain tight schedules.•Read and followed blueprints when planning and implementing construction phases.•Checked crew timesheets and logs for accuracy and submitted on schedule.Assigned work to employees based on project requirements and individual team member strengths.•Volunteered to oversee additional job tasks when the director was on vacation or out of the office.•Reviewed documentation, including safety materials and implemented work site procedures that met compliance.•Communicated effectively with customers and workers alike, answering inquiries and questions and responding to complaints.•Enhanced production methods and improved employee motivation to maximize team productivity.•Coordinated schedules and day-to-day activities of crew to satisfy project needs.•Managed daily work assignments by delegating tasks and monitoring progress.•Motivated and supported field workers completing work to increase work quality and efficiency.•Worked with suppliers to keep materials flowing and meet demanding timelines.•Oversaw plumbing, heating, ventilation and irrigation system projects, which included construction, maintenance and repair work.•Supervised material usage and contractor hours to keep projects in line with budgets.•Assessed each staff member's strengths and delegated daily tasks based upon knowledge and skills sets.•Reported to director weekly with project updates and estimated completion dates, noting any delaying issues.•Estimated time, employee needs and material costs for projects.

.Maintained professional, welcoming and orderly reception area to greet guests.•Improved productivity initiatives, managing office support tasks and coordinating itinerary and scheduling appointments.•Produced and distributed team newsletters, email updates and other forms of communication.•Improved productivity initiatives, including coordinating itinerary and scheduling appointments.•Handled all incoming calls and directed callers to appropriate department or employee.•Worked professionally to handle all client, vendor and public guest requirements.•Developed and implemented efficient filing systems and customer database protocols.•Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.•Processed incoming mail and packages and placed envelopes in bins to be dispersed to personnel •Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.•Strengthened operational efficiencies and traceability by developing organizational filing systems for records, agendas and reports.•Automated office operations, as well as managed client correspondence, record tracking and data communications.•Facilitated troubleshooting, maintenance and updates for office systems.•Conducted thorough research using various media sources to obtain relevant data for staff requirements.•Verified operation of office equipment by completing preventive maintenance requirements and calling for repairs.

•Implemented employee engagement and development activities, presentations and training to maximize productivity and unite workforce.•Fostered productivity by coordinating itinerary and scheduling appointments.•Prepared employees for assignments by establishing and conducting orientation and training programs.•Liaised between employees and department leadership to address inquiries, complete contract processing and foster problem resolution.•Strengthened traceability by developing organization systems for records, reports and agendas.•Accurately and efficiently responded to over 200 work orders.•Scheduled and dispatched over 200 daily calls based on caller locations and available employees.•Created agendas and communication materials for team meetings.•Earned reputation for good attendance and hard work.•Provided excellent service and attention to customers when face-to-face or through phone conversations.•Learned Kronos and Lawson to support office needs.•Recognized by management for providing exceptional customer service.•Answered 200+ calls per day to answer customer questions.

•Implemented procedures to increase overall productivity.•Met all recordkeeping and reporting requirements.•Cultivated and maintained positive working relationships with employees and freelance personnel.•Created comprehensive progress reports on all programs to show progress.•Handled incoming and outgoing correspondence, including mail, e-mail and faxes.•Aided senior leadership during executive decision-making process by generating daily reports to provide data for consideration of corrective actions and improvements.•Directed teams of professionals in special projects and daily operations.•Produced and distributed team newsletters, email updates and other forms of communication.•Assisted leadership in training and oversight of 60 Tellers and 30 Personal Bankers.•Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.•Conducted performance evaluations, documented outcomes and made recommendations.•Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads•Developed culture of success rewarding performance, productivity and sales results.•Opened new customer accounts, including checking, savings and lines of credit.•Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.•Provided expert financial advice on mortgage and both educational and personal loans.•Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.•Researched insurance information and flood certificates.•Created agendas and communication materials for team meetings.•Provided excellent service and attention to customers when face-to-face or through phone conversations.

•Mentored new employees on equipment operation and maintenance.•Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.•Counted as much as $1,000,000 in daily funds with manual and machine-assisted methods.•Maintained optimal financial controls by securing funds and making accurate transactions.•Verified amounts and integrity of every check or funds transfer.•Met or exceeded sales goals by promoting bank products and services in every interaction.•Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.•Helped customers open and close accounts, apply for loans and make sound financial decisions.•Supplied tellers with coin and currency.•Managed customer referrals to help financial services team members capitalize on sales changes.•Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.•Acted as pivotal point of contact between bank branches regarding guidelines and practices.•Balanced daily cash deposits and vault inventory with zero error rate.•Researched and resolved customer issues on personal savings, checking and lines of credit accounts.•Liaised between bank branches regarding best practices and operations.•Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.

•Supervised tellers to verify compliance with both federal and local regulations.•Balanced daily cash deposits and vault inventory with zero error rate.•Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.•Handled over 300 customers each day and processed transactions, including deposits and withdrawals.•Navigated and mastered multiple computer systems, applications and search tools and operated high-speed desktop currency counters and coin machines.•Received customer and banking center deposits from armored carriers and balanced deposits to accompanying manifest.•Researched and resolved out-of-balance transactions via electronic or paper receipts and transaction manager naming system for retrieving check items.•Ordered and disbursed coin and currency to keep vault balanced and supply branches, banks and customers.•Reconciled branch vaults, balanced cash drawers and followed company cash control guidelines and procedures to protect customer and employer assets.•Counted cash and bagged or filled cassette trays for ATMs or business customers, prepared cash for delivery routes, reported any cash discrepancies and maintained accurate records.•Verified, captured and balanced deposits and audited check image quality.•Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.•Offered every customer exceptional service levels by remaining friendly and professional during every transaction.•Helped customers open and close accounts, apply for loans and make sound financial decisions.