AVP Consumer Loan Operations Manager - Bank of Stockton - Stockton, CA
(2022-01)
- Managed cross-departmental projects to improve operational efficiencies and workflows.
- Evaluated employee performance through observation of job duties as well as feedback from customers and clients.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Monitored loan processing workflows to ensure compliance with banking regulations.
- Supervised team members in daily loan operations and customer service tasks.
- Coordinated with underwriters to streamline loan approval processes effectively.
- Reviewed loan documentation for accuracy and completeness before approval.
- Generated monthly reports detailing key performance indicators associated with the department's overall productivity levels.
Branch Administrator - Ray Morgan Technology Co. /UBEO - Stockton, CA
(2013-01 - 2022-01)
- Reviewed and prepared judicial documentation, leases, maintenance agreements, calendars, credit applications, bill dollar, commissions for all account executives.
- Facilitated preparation for weekly sales and quarterly executive meetings, ensuring effective agenda management.
- Participated in administrative meetings, providing valuable input for streamlined processes.
- Coordinating underwriting efforts for all direct consumer and auto loans processed at branch.
- Engage in daily communication with internal and external customers, auto dealers on active and pending transactions, auto repossessions, sales, and liens.
IFP Junior Underwriter - Blue Shield of California - Lodi, CA
(2012-01 - 2013-01)
- Streamlined processing of HMO and PPO coverage applications for new and existing clients.
- Weekly organization/team strengthening strategies follow ups with direct sales and producers.
Branch Manager - Finance & Thrift - Stockton, CA
(2008-01 - 2009-01)
- Coordinating underwriting efforts for all direct consumer and auto loans processed at branch
- Engage in daily communication with internal and external customers, auto dealers on active and pending transactions, auto repossessions, sales, and liens.
Assistant Manager - Citi Financial - Stockton, CA
(2004-01 - 2008-01)
- Processed refinancing of first and second mortgages, maximizing borrower benefits.
- Conducted through equity loan appraisals to determine property value.
- Handled property closings, ensuring all required documents were in order.
- Executed notary duties to validate important paperwork accurately.
- Arranged check signings to facilitate swift financial transactions.
- Conducted through credit report analyses for informed lending decisions.
- Facilitated title submissions to support regulatory compliance.
- Executed comprehensive auto inspections to confirm vehicle reliability.
- Administered payment postings to ensure precise record-keeping.
- Processed daily deposits to optimize financial operations.
