Judy L. Email & Phone Number

Yukon, Ok, Us

Yukon, Ok, Us

1 E 1St St, Edmond, Ok 73034

United States

Plan and coordinate corporate events for the bank, including client appreciation events, networking events, and seminars, resulting in increased brand visibility and strengthened relationships with clients and prospects. Schedule and promote volunteer opportunities for employees to participate in community outreach initiatives, fostering a positive reputation for the bank and enhancing employee engagement and satisfaction. Spearhead initiatives to improve employee culture, such as organizing team-building activities, recognition programs, and wellness initiatives, resulting in increased employee morale and retention rates. Support commercial lending team with administrative tasks, including loan documentation and processing, and marketing efforts, such as creating sales collateral and maintaining social media channels. Collaborate with cross-functional teams, including sales, operations, and compliance, to ensure business objectives were met and regulatory requirements were followed.

Developed and delivered customized training programs for employees at all levels, including leadership development, sales training, and customer service excellence. Conducted needs assessments and evaluations to ensure training solutions aligned with business objectives and met learner needs. Designed and implemented e-learning solutions to enhance accessibility and scalability of training programs. Utilized various instructional methods and technologies, such as gamification and microlearning, to increase engagement and knowledge retention. Coordinated logistics and managed budgets for training events, including venue selection, catering, and travel arrangements. Collaborated with subject matter experts and stakeholders to ensure training content was accurate, relevant, and aligned with organizational goals.

Oklahoma City, Oklahoma Area

Guided clients through the mortgage loan process, including pre-qualification, application, underwriting, and closing, ensuring compliance with program guidelines and regulations. Educated clients on mortgage products and services, providing personalized solutions that meet their unique financial needs and goals. Collaborated with internal and external stakeholders, including processors, underwriters, and real estate agents, to ensure a smooth and efficient loan process. Maintained up-to-date knowledge of industry trends, market conditions, and regulatory changes, staying informed on best practices and strategies for success. Specialized in the HUD 184 Native American loan program, providing financing options and homeownership opportunities to Native American families and communities. Cultivated relationships with tribal leaders, housing authorities, and other community partners to promote awareness and understanding of the HUD 184 program and its benefits.

Experienced Assistant Vice President with a demonstrated history of working in the financial services industry. Skilled in Operations Management, Banking, Sales, Sales Management, and Management.

104Th And S. May Instore

Mentored new branch employees by providing information and resources for purpose of development. Enforced company policies and procedures in a professional manner. Led by example in sales and activities every month and achieved all banker certifications within first year. Aided clients by financial recommendations of lending and transaction products as well as referrals to business partners.

Yukon, Oklahoma

Processed customer transactions efficiently and accurately in a fast- paced environment; maintained and balanced a cash drawer; and adhered to policies and procedures. Greeted customers and facilitated a welcoming and customer-focused environment. Generated new business and expanded relationships with existing and potential customers by cross-selling bank products and services. Responded to customer inquiries and concerns; researched and identifed solutions

Oklahoma City, Oklahoma

Educated and offered different financing options available to clients. Aided clients with credit increases and payments. Trained all department employees around product knowledge and tactics around selling credit cards. Teamed up with management to increase numbers of credit card sales through daily huddles and promotions.

Education record

Education record

Education record