Hired as Call Center Lending Assistant Manager; promoted to: Manager - Remote Services Lending on December 31st, 2014.Lead a team of 11 Lending Agents through ongoing coaching an assessment. Utilize quick coaching, touch bases, and formal coaching sessions for consistency and accountability in performance improvement process.Drive results by identifying and promoting best practices. Gauge agent skill set and role play to fill gaps in solutions-based sales approach.Process and review reports for opportunities and successes.Get involved in special projects that better the Credit Union and provide personal and professional growth.Added online new account production responsibility in January 2016.Remote Financial Services originates about 20% of CU's consumer loan applications (via phone and online channels), and closed over $25 million in volume each year.

Began as a Commissioned Sales Associate; Invited to participate in the Management Training Program after 2 months with company. Completed the 10 week training program in 6 weeks and passed the final examination with a perfect score.Responsibilities:Effectively lead my team through ongoing coaching and assessment. Conduct walk-throughs and curbside knowledge checks to ensure consistent and professional product presentation. Teach best practices regarding effective selling techniques. Assign Area(s) of Responsibility, and follow-up to breed a culture of accountability. Interact with customers to reinforce buying confidence and positive purchase experience. Maintain open lines of communication between manufacturers, sales teams, vendors, and warehouse personnel to expedite product orders and resolve problems. Stay current on product and service attributes and features by utilizing available training resources. Set merchandise and marketing to relevant Plan-o-grams to stimulate interest and purchasing activity. Vet, hire, onboard and train candidates. Drive sales through effective use of the Point Process and execution of the Seven Steps to a Sale.

Consistently excelled in multiple markets during a variety of industry conditions by increasing market share and profitability.Responsibilities:Top and bottom line P&L, Budgeting, Loan & deposit generation, Consumer and Business Sales, Cross-sell & referral production and tracking, Prospect identification & conversion, Customer & client satisfaction. Conduct sales calls to prospective businesses and individuals via phone and in person. Log data from calls into CRM software to document sales progress.Accept loan applications and related financial documentation for consumer and commercial loan requests. Review and approve or decline applications per relevant policies and procedures. Prepare loan proposal documentation for approved loans and obtain concurrence if required. When needed, present loans before the Internal Loan Committee to obtain concurrence. Maintain up-to-date financial documentation for loan customers according to policy. Make calls on past due loans and accounts. Receive and process draws on revolving and construction notes. Make periodic visits to ongoing construction loan sites to ensure timely and proper progress.Scheduling of personnel; Review/Approve requests for paid time off, Forecast transaction type/volume & ensure adequate/appropriate staffing. Employee assessment: Regular and on-going coaching/training, annual formal review, and as-needed disciplinary action. Receive and assay applications for employment and/or transfer, Conduct candidate interviews & Solicit HR buy-in on hiring/transfer decisions. Communicate with upper management as needed to facilitate resolution of any extraordinary circumstances.Merits:Top Branch ~ 1st Quarter 2013Top Referrer of the Year for 2012Top Referrer ~ 2nd Quarter 2012Top Referrer ~ 1st Quarter 2012Top Manager ~ 1st Quarter 2012Top Manager ~ 1st Quarter 2011Top Manager ~ 3rd Quarter 2010