Jamie Abeyta Email and Phone Number
Passionate Loan Finance Manager transitioning to a career in the dynamic world of banking and financial institutions. Leveraging 5+ years of experience in the lending industry, I am eager to contribute my expertise in customer service, credit assessment, and financial analysis to drive success and growth within a reputable bank. Committed to delivering exceptional results, I possess a strong understanding of lending practices, regulatory compliance, and risk management. With a proven track record of exceeding targets and fostering client relationships, I am excited to embark on this new journey in the financial industry. Open to new opportunities that will allow me to utilize my skills, expand my knowledge, and make a meaningful impact in the realm of banking and finance. Let's connect and explore how we can collaborate for mutual success.
Purpose Financial
View- Website:
- havepurpose.com
- Employees:
- 117
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Loan SpecialistPurpose Financial Jan 2018 - PresentColorado, United StatesAssisted in managing the P&L to meet all budgeted numbers and in meeting management’s expectations related to center performance. Adhered to the Company’s policies, procedures, and to all applicable state and federal regulations. Maintained accurate cash controls and ensured that security procedures are in line with Company and Loss Prevention (LP) Standards.o Evaluated loan applications, ensuring accuracy and completeness of documentation, and adherence to federal, state, and local laws and regulations as well as lending policies and procedures.o Analyzed financial information, including credit reports, income verification, and collateral valuation, to assess creditworthiness and mitigate risk.o Communicated with clients to gather additional information, clarify loan terms, and provide regular updates on the loan process.o Conducted loan closings, explaining terms and conditions to clients, and ensuring all necessary paperwork was completed accurately.o Assisted branch in meeting company performance metrics defined by management.o Utilized sales tools to provide exceptional customer service.o Performed marketing techniques to improve customer acquisition. -
Financial Branch ManagerPurpose Financial Apr 2018 - May 2023Colorado, United StatesLead state-wide operations, achieving growth of 120% in two years. Spearheaded the development and implementation of new initiatives to bring in new clients. Improved employee retention by adopting a new internal communications methodology and restructured employee daily operations. Upon joining the company, received a promotion from customer service specialist to branch manager within 2 years.o Successfully managed a high-performance team of 5 employees, providing guidance, training, and support to drive productivity and achieve sales targets.o Developed and executed strategies to attract new clients, resulting in a 72% increase in customer base monthly.o Implemented cross-selling initiatives, resulting in an average increase of 115% in product penetration among existing clients through refinancing and additional borrowing.o Ensured compliance with all regulatory requirements, conducting regular audits, and implementing corrective actions as necessary.o Monitored branch performance metrics, analyzing trends, and implementing strategies to optimize operational efficiency and improve customer satisfaction.o Fostered a positive work culture by promoting teamwork, recognizing achievements, and encouraging professional development opportunities for staff. -
Customer Service ManagerWalmart Jan 2014 - Apr 2018Colorado, United StatesHighly skilled and results-oriented Customer Service Manager with 4+ years of experience in leading and optimizing customer service operations. Proven track record of delivering exceptional customer experiences, increasing customer satisfaction, and driving team performance. Adept at building and motivating high-performing teams while implementing customer-centric strategies and processes. Strong communication and problem-solving skills, with a passion for exceeding customer expectations and driving business growth.o Supported the Manager in daily operations, including customer service, sales, and staff management.o Assisted in the development and implementation of sales strategies, resulting in a 14% increase in monthly goals.o Conducted regular performance reviews, providing feedback, and coaching to improve individual and team performance.o Collaborated with various departments to address customer concerns, resolve escalated issues, and ensure a seamless customer experience.o Audited cash flow several times a day to maintain compliance and accuracy.o Loss prevention
Jamie Abeyta Education Details
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Business Administration And Management, General -
Hartenbach High SchoolGeneral Studies
Frequently Asked Questions about Jamie Abeyta
What company does Jamie Abeyta work for?
Jamie Abeyta works for Purpose Financial
What is Jamie Abeyta's role at the current company?
Jamie Abeyta's current role is Financial Branch Manager/Loan Specialist | Open to all Financial Institution Opportunities.
What schools did Jamie Abeyta attend?
Jamie Abeyta attended Community College Of Aurora, Hartenbach High School.
Who are Jamie Abeyta's colleagues?
Jamie Abeyta's colleagues are Matthew Cobb, Harish Arasu, Amy Mohl, Shrm-Cp, Steve Montalbo, Gina Stephens, Bob Saccamano, Kristie Wade.
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