Michelle Voss Email & Phone Number

United States

Tulsa, Oklahoma, United States

• Create and update all retail banking policies, procedures, job aids, and forms to meet all compliance, regulations, and consistency within all departments in a centralized location.
• Subject matter expert in the areas of training material development and implementation of instructor-led, hands-on, and web-based training as the instructor or co-instructor.
• Assist training department, commercial banking, treasury services, loan operations, call center and all banking centers in all aspects of all products, customer service or operations.

Jenks, Oklahoma, United States

• Coordinated opening of the headquarters banking center branch after merger, including managing the branch and bank team for all operations with exceptional customer service, as the Banking Center Manager.
• Generated $388,882,274.07 in deposit account openings within the first two years.

Tulsa, Oklahoma

• Educated members through financial planning, advised options with all aspects of mortgage and consumer lending, coordinated with underwriting, closing, and funding with exhibited 100% score on all member service shops.
• Coached and developed team members, including performance appraisals, monitored time, attendance, and payroll.
• Conducted daily audits of accounts and loans, as well as monthly branch audits, receiving exceptional ratings on all internal audits with compliance and directors.

Tulsa, Oklahoma Area

• Identified, developed, and recommend revisions of internal policies, operating procedures, to improve efficiency and consistency, and created new manager’s operation manual.
• Facilitated and conducted training in a classroom environment.
• Collaborated with VP of Operations on all operations; containing preparing board reports, budgets, organized meetings, and composed strategic planning with KPI’s for 15 branches.
• Chaired as project manager on several key initiatives, including successful conversion of new online banking.

Tulsa, Oklahoma

Tulsa, Oklahoma

• Analyzed with clients and insurance companies to assess and determine suitable insurance needs and risk assessment.
• Conveyed with underwriting, delivered policies, and allocated payments.
• Assisted with interviewing, hiring, coaching, and training new agents.

Tulsa, Oklahoma

• Accomplished and exceeded all individual and branch goals.
• Produced 100% score on customer service shops.
• Increased profit to generate quarterly bonuses every quarter.

Tulsa, Oklahoma

• Provided loan counseling for new and existing clients to advise all financial, ancillary and insurance needs while achieving sales goals in several categories.
• Performed all signature, auto and mortgage loan operations and servicing.
• Achieved 100% document accuracy monthly and quality tracker.

Tulsa, Oklahoma

• Established highest rating sheet profit in district by reducing delinquency and expenses.
• Cultivated 5 consecutive excellent internal and state audits.
• Increased customer base 211 accounts and $169,934 ledger in 10 months and continued standards in all five areas of operations.

Accounting

Oklahoma Junior College

Computer Applied Accounting