Jamie Abeyta
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Jamie Abeyta Email & Phone Number

Financial Branch Manager/Loan Specialist | Open to all Financial Institution Opportunities at Purpose Financial
Location: Westminster, Colorado, United States 3 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Branch Manager/Loan Specialist | Open to all Financial Institution Opportunities
Location
Westminster, Colorado, United States
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Who is Jamie Abeyta? Overview

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Jamie Abeyta is listed as Financial Branch Manager/Loan Specialist | Open to all Financial Institution Opportunities at Purpose Financial, a with 117 employees, based in Westminster, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Jamie Abeyta.

Jamie Abeyta previously worked as Loan Specialist at Purpose Financial and Financial Branch Manager at Purpose Financial. Jamie Abeyta holds Bachelor'S Degree, Business Administration And Management, General from Community College Of Aurora.

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Email format at Purpose Financial

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Purpose Financial

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Profile bio

About Jamie Abeyta

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.

Current workplace

Jamie Abeyta's current company

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Purpose Financial
Purpose Financial
Financial Branch Manager/Loan Specialist | Open to all Financial Institution Opportunities
spartanburg, south carolina, united states
Website
Employees
117
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3 roles

Jamie Abeyta work experience

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Loan Specialist

Current

Colorado, United States

Assisted 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.

Jan 2018 - Present

Financial Branch Manager

Colorado, United States

Lead 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.

Apr 2018 - May 2023

Customer Service Manager

Colorado, United States

Highly 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

Jan 2014 - Apr 2018
Team & coworkers

Colleagues at Purpose Financial

Other employees you can reach at havepurpose.com. View company contacts for 117 employees →

2 education records

Jamie Abeyta education

Diploma Of Education, General Studies

Hartenbach High School
FAQ

Frequently asked questions about Jamie Abeyta

Quick answers generated from the profile data available on this page.

What company does Jamie Abeyta work for?

Jamie Abeyta works for Purpose Financial.

What is Jamie Abeyta's role at Purpose Financial?

Jamie Abeyta is listed as Financial Branch Manager/Loan Specialist | Open to all Financial Institution Opportunities at Purpose Financial.

Where is Jamie Abeyta based?

Jamie Abeyta is based in Westminster, Colorado, United States while working with Purpose Financial.

What companies has Jamie Abeyta worked for?

Jamie Abeyta has worked for Purpose Financial and Walmart.

Who are Jamie Abeyta's colleagues at Purpose Financial?

Jamie Abeyta's colleagues at Purpose Financial include Brian Arscott, Joseph Delio, Nathan Whitehouse, Rikki Brown, and Lori Huber.

How can I contact Jamie Abeyta?

You can use AeroLeads to view verified contact signals for Jamie Abeyta at Purpose Financial, including work email, phone, and LinkedIn data when available.

What schools did Jamie Abeyta attend?

Jamie Abeyta holds Bachelor'S Degree, Business Administration And Management, General from Community College Of Aurora.

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