Executive lead managing all financial aspects of organization including: daily operations of bank and deposit transactions, securing funding, grant writing and reporting, program and fund management, and evaluation of the organization’s fiscal function and performance. Providing financial advice to Executive Committee and Board of Directors to impact the organization’s long-term growth strategy. Establish forecasting metrics to illustrate trends, financial reports, and overall budget analysis to assist Executive Director in daily decision making and performance of responsibilities.

Manage a team who specialize in helping individuals improve their financial wellbeing through the facilitation of a complimentary educational resource, called the Money Canvas program, designed to create healthy budgeting, saving, and spending habits. This program is designed to: provide one-on-one guidance and support to individuals and couples through a unique web-based experience to help improve financial strategies and habits, cultivating deep, trusting and lasting relationships at a community and organizational level to spread the word about the program; and serve as an accountability partner for users at an individual level.

As Market Relationship Consultant, I served as the local company representative to deliver engaging public presentations to market the company’s mortgage offerings and homeowner initiatives via financial education seminars. Nurtured relationships through a successful weekly marketing strategy, conducting field-based sales activities at realtor offices, association meetings, open houses, and networking events while articulating Wells Fargo’s value proposition to referral prospects and partners. Served as a liaison between the mortgage sales team and referral partners by cultivating relationships and building trust within the community. • Spearheaded the Market Relationship Consultant Program to drive mortgage referrals by maintaining awareness of Wells Fargo within an assigned territory. • Steadily ranked among the top 10 Wells Fargo market relationship consultants in the nation due to networking, communication, and brand-building prowess. • Forged relationships with a major corporate partner to conduct financial literacy seminars to employees on topics such as credit education and home buying. Significantly increased referrals to the mortgage sales team. • Orchestrated many collaborative events with partners and local non-profits to grow local brand awareness and steer sales referrals.

As the Senior Personal Loan Specialist, I connected clients with custom lending options designed to match their financial needs. Built lasting client and partner relationships, leading to new business opportunities and referrals. Excelled at customer service while performing duties including underwriting, insurance sales, and creative problem-solving for delinquent accounts. Trained and coached junior colleagues to ensure branch goals were met. Chosen for the Fast Track Branch Manager Development Program; completed the program in 9 months while continuing to surpass sales goals. • Employed creative strategy to continually rank among the top 20% in the state for insurance sales.• Drove an average of 5 additional loans a month from referrals garnered through relationship-building and proactive marketing. • Recognized with the district Quality Excellence STAR Award for outstanding customer service feedback; awarded Employee of the Month several times for consistent excellence across the employee ranking system.

As Financial Sales Consultant II, I concentrated on building and maintaining customer relationships by identifying client needs and providing financial solutions to meet those needs. Showcased marketing ability by combining sales experience and profile analysis to suggest beneficial banking products and cross-sell effectively. Mentored junior staff in marketing techniques and led training presentations. • Championed Workplace Banking initiative within the branch, marketing bank-at-work offerings to local businesses. Achieved top-tier status within the company for accounts opened and appointments set as part of this outreach effort. • Achieved an average YTD Customer Index Quality (CIQ) score of 4.93% (out of 5%) by clients randomly surveyed following interactions. • Earned top revenue credits across the local district for multiple quarters by conducting network marketing, encouraging referrals, and maintaining trusted relationships with existing customers.

Served as branch manager and assistant/credit manager at Wells Fargo Financial, managing branch operations and leading a team of up to 5 to meet corporate goals through training and motivation. • Built a district mentorship program to offer sales training for employees struggling to meet goals, resulting in increased retention and productivity. • Appointed as the district’s first Diversity Captain. Improved statewide workplace diversity by connecting with prospects at recruitment events and designing outreach strategies as part of the corporate Diversity Council.

Licensed registered representative obtaining NASD Series 6 & Series 63 securities licenses. Utilizing a creative combination of sales and service skills, while opening new accounts, and educating customers on all banking products and investment options to match their needs.

Administered daily management functions including: processing deposits and payments; monitoring the vehicle fleet; balancing the cash box; utilizing proper underwriting techniques during the rental agreement stage; ensuring customer satisfaction was superior at all costs; and building time management skills by prioritizing and delegating tasks.