Nicholas Osborne Email & Phone Number

Katy, Texas, United States

United States

Katy, Texas

· Oversees loan-business operations, including supervising staff, reviewing finances, and managing program initiatives.· Develops strategic communication plans, promoting continuity and timely decimated pertinent and critical information to establish goals and gauge anticipated expenditures.· Run quarterly board strategy meetings and pull together global communications for regional branches.· Manage team of 25 employees, conducting performance review and coaching to reach maximum performance level. · Facilitate quarterly board meetings between executive leadership, community business partners, and other relevant stakeholders key finance initiatives to mitigate loan risks.· Evaluate company performance statistics and create new initiatives to increase productivity.

Houston, Texas Area

· Developed key performance indicators to grow sales team.· Managed sales team of 4 account managers to meet monthly, quarterly, and yearly sales quota in 2014 and 2015 by 223% and 297% respectively.· Spearheaded continuous improvement activities, including procedure, process, quality, and productivity improvement. · Reviewed loan documents to ensure compliance with regulatory agencies.· Led essential communication taskforces to foster cohesive communication between executive leadership, organizational stakeholders, vendors, and project contributors to support critical programs and projects.· Provided recommendation for specialized products to clients based on needs and interest.· Managed complex contract negotiations and communications with cross-functional team including legal, accounting professionals.

Houston, Texas Area

Carry out special services for customers, such as ordering bank cards and checks. -Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips. -Prepare and verify cashier's checks. -Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank. -Enter customers' transactions into computers to record transactions and issue computer-generated receipts. -Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines. -Receive and count daily inventories of cash, drafts, and travelers' checks. -Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits. -Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.

· Compiled and maintained database of customer credit history, financial statements, and demographic information to automate search and improve access.· Liaised with loan office and clients to communicate application decisions. · Partnered with HR and designed training guide for on-boarding new employees.· Prepared and delivered account reviews to senior management regarding status. · Developed client relationships that resulted in 94% of client retention.

-Reconcile exception items by resolving missing and free items and sort to bins for proper distribution, flag unresolved items for post image capture POD reconciliation and research. -Research hard to balance transaction to find source of error. -Key amounts, identify missing or extra documents and create adjustments to balance the transaction.· Improved customer experience by providing exceptional customer and product service.· Assisted customers with account maintenance questions and education on bank policy.· Processed average of 20-25 transactions daily. · Ensured privacy and security of entire customer base.· Provided recommendations to improve financial needs based on customer situation.