Sandra Boyd Email & Phone Number

Orlando, FL, US

Orlando, Florida, United States

Orlando, Florida, United States

Specialize in lending products, contacting clients and collaborating with teammates to improve quality and client satisfaction. I am knowledgeable in lending products and listening which equates to a higher closed loan ratio, which equates to more revenue and customer satisfaction along with retention. I am fluent in Spanish and assist with clients who.

Florida

• Support team sales process by referring identified client needs to other lines of business (e.g., Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business, Treasury Management, Merchant Services)
• Develop and implement sales strategies to expand our loan and small business channels within our community and local organizations
• Build my pipeline and motivate our team to look for external avenues to build more relationships which will lead to deeper relationship and growing our business while assisting our clients and giving them financial.
• Understanding client’s requirements and interests; matching requirements and interests to suggested solutions by using our DCCG’s; building rapport.
• Adhere to operational procedures while minimizing policy risk
• Deepens the relationships by overcoming objections and networking; this leads me to meeting their referrals and growing the business and focused on satisfactory client engagement

Florida

• Monitor and evaluate pipelines and set appointments to ensure that we are able to assist our clients and that we deliver on our branch commitments.
• Responsible for managing daily activities and workflow management of the Mortgage LOA and Loan Support Specialists, and other direct reports to ensure effective and efficient coverage of loan file set up needs.
• Develops schedule every week for all employees
• Handles complex job duties/responsibilities and special projects independently
• Coach team members to assist them feeling comfortable with the sales process
• Hire, train and meet other Human Resources requirements for direct reports, including but not limited to setting goals and objectives, plus evaluating performance and development, and time approvals

Deltona, Florida

• Led my team and another branch to deliver on key performance indicators while surpassing our quarterly goals on a consistent basis
• Responsible for managing daily activities and workflow management of the Mortgage LOA and Loan Support Specialists, and other direct reports to ensure effective and efficient coverage of loan file set up needs.
• Develops schedule every week for all employees, plus ensured my assistant manager kept our operations files and branch required needs up to date and compliance ready
• Updates people planner every week to see how many employees the store requires, to be as profitable as possible.
• Handles complex job duties/responsibilities and special projects independently
• Coach team members to help them feel comfortable with the sales process