Strategic Thinking and Problem Solving
Ability to seek opportunities for process improvement and develop solutions and strategies to reduce or eliminate inefficiencies to achieve organizational goals
Conducted team, regional, and site level meetings daily, presenting team members with details of significant non-public, material information
Awards In Role:
Top Team Award - led the top team in production and overall conversion for five consecutive months, from August 2022 to December 2022
Most Valuable Director - awarded for demonstrating a go-getter, results-driven mindset, backed by successfully executing on strategic suggestions to improve the region's processes and overall performance in August 2022 and October 2022
Utilized technology and in-depth product knowledge to assess client needs and tailored mortgage solutions that enabled clients to achieve their financial goals and improve their overall financial well-being.
Consistently achieved an average monthly target achievement of 147%, while leading the team in production and conversion, resulting in advancement from Intro Banker to Presidents Club Banker in record time.
Continuously built, managed, and maintained a client pipeline of 50+ per month, demonstrating exceptional organizational and time management skills.
Awards In Role:
Top Closer Award - highest total client closings out of ~120 team members
Led Customer Loyalty Execution in $14M store, holding the record for most Angel Card applications overall by regularly exceeding corporate targets.