Branch Manager - Lendmark Financial Services - Raleigh, NC
(2023-12)
- Manage day-to-day branch operations, consistently exceeding lending goals through strong client relationships and team leadership.
- Monitor financial transactions and compliance procedures to ensure accuracy and adherence to internal and external regulations.
- Resolve customer claims quickly and professionally, maintaining a high level of satisfaction and repeat business.
- Analyze applicant information to make timely and sound credit decisions, balancing risk with business opportunity.
- Implemented process improvements that reduced loan approval times and increased branch efficiency.
- Regularly review financial reports and branch metrics to identify areas for growth and improvement.
Finance Manager - Gibson Acquisition - Evergreen, NC
(2021-08 - 2023-12)
- Directed the acquisition process from initial negotiation to closing, resulting in a stronger and more diversified company portfolio.
- Used performance data and market trends to inform investment strategy and maximize ROI.
- Collaborated closely with leadership to align acquisition goals with long-term business plans.
- Managed due diligence efforts, ensuring accuracy and mitigating risk in all transactions.
- Played a key role in identifying new business opportunities and partnerships that supported company growth.
Branch Sales Manager - OneMain Financial - Garner, NC
(2014-04 - 2021-07)
Specialize in refinancing existing mortgage loans and structuring Home Equity Lines of Credit (HELOCs) to help homeowners reduce costs, access equity, and improve financial flexibility.
- Conduct comprehensive borrower assessments to determine loan eligibility, ensuring compliance with underwriting standards and federal lending regulations.
- Present and explain loan options, rates, and terms to clients, simplifying complex financial information to improve understanding and trust.
- Collaborate with underwriters, processors, and title companies to ensure smooth loan processing and timely closings.
- Develop and maintain strong referral networks through relationships with real estate agents, financial advisors, and community partners.
- Utilize CRM systems and mortgage origination software (e.g., Encompass, Byte, or Calyx Point) to track leads, manage pipelines, and ensure accurate documentation.
- Maintain a consistent record of meeting or exceeding monthly funding goals while ensuring superior customer satisfaction and retention.
- Stay current with market trends, interest rates, and lending guidelines to offer the most competitive solutions for clients.
- Led a branch team of six, overseeing recruitment, training, and performance management to meet and exceed sales targets.
Financial Representative - OneMain Financial - Garner, NC
(2007-09 - 2014-04)
- Prospected and secured new clients by developing effective outreach strategies and building strong rapport.
- Advised clients on loan options, insurance products, and other financial solutions tailored to their needs.
- Maintained long-term client relationships by providing ongoing support, education, and service.
- Supported underwriting decisions by assessing risk, verifying documentation, and ensuring regulatory compliance.
- Gained in-depth knowledge of product lines and developed a reputation for solution-based selling.
