Experience

LendingClub

• United States
• Financial Services
• 700 & Above Employee

• Senior Credit Specialist

  • Jul 2017 - Apr 2018

• Credit Specialist

  • Jun 2015 - Aug 2017



Bank of America

• United States
• Banking
• 700 & Above Employee

• Sales and Services Specialist

  • Dec 2012 - Jun 2015

  •Develop and manage relationships with new clients by selling bank products including, but not limited to, investment accounts, mortgages, and small business accounts. •Assist platform sales team in the deepening, outbound sales calls and customer problem management. •Assists the Financial San Francisco Market leadership team in the development of operational procedures, statistical reporting, market-wide communication initiatives and strategic planning activities. •Conduct monthly… Show more •Develop and manage relationships with new clients by selling bank products including, but not limited to, investment accounts, mortgages, and small business accounts. •Assist platform sales team in the deepening, outbound sales calls and customer problem management. •Assists the Financial San Francisco Market leadership team in the development of operational procedures, statistical reporting, market-wide communication initiatives and strategic planning activities. •Conduct monthly banking center audits of the operations and platform sales teams to ensure compliance procedures of the center are followed in accordance to those set by the bank. •Process transactions accurately and efficiently to establish customer confidence and trust while referring products that reflect the best interest of the customer. Upheld “exceed” level performance. •Coach and train teller team to ensure the professional treatment of customers while adhering to the established policies and procedures set forth by the bank. •Serve as the Operations Manager during times of transaction to manage and coordinate teller team and ensure the banking center is run in accordance with the policies and procedures set forth by the bank. Show less



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Branch Assistant Manager

  • May 2007 - Dec 2012

  USBANK, Assistant Manager May 2007-Dec 2012 •Source and provide credit solutions for prospects and clients by proactively managing portfolio of assigned high value clients. Expand banking customer relationships by identifying needs and maximizing opportunities. Ensure customer satisfaction and retention. •Create a strong sales, services and operation culture, fostering an environment in which all branch employees and segment partners excel and achieve scorecard goals. •Support… Show more USBANK, Assistant Manager May 2007-Dec 2012 •Source and provide credit solutions for prospects and clients by proactively managing portfolio of assigned high value clients. Expand banking customer relationships by identifying needs and maximizing opportunities. Ensure customer satisfaction and retention. •Create a strong sales, services and operation culture, fostering an environment in which all branch employees and segment partners excel and achieve scorecard goals. •Support portfolio growth by coaching Bankers to effectively identify referral opportunities and perform sales/referral activities. Develop high performing bankers in order to build bench strength. •Leverage workforce planning tool to optimize staffing in branches to ensure effective lobby and line management to provide exceptional client service and comply with all legal and regulatory requirements. •Resolve escalated client complaints/issues promptly and effectively. •Conduct “Daily” proof processes” to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and performance management on decisions and processes used. •Partner with Area Operations Director in the execution of operational excellence and achievement of operational goals. •Partner closely with Branch Manager to manage hiring, performance management and compensation of tellers. Adhere to staffing guidelines and recommended mix of full-time and part-time emploees. •Recognized with the “Award Star Of Excellence” Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Dec 2006 - Oct 2007

  San Francisco Bay Area Offer and Sell financial products and services to customers and small business customers. Interact with customers to ascertain needs. Open deposit accounts, handle loan applications, and manage various customer service requests. Leverage in depth-product knowledge to assist the bank in meeting its goal. Demonstrated ongoing commitment and tireless work ethic complemented by expert knowledge credit/fraud-related situations • Recognized with the “Award of Excellence” • Achieved 137% of… Show more Offer and Sell financial products and services to customers and small business customers. Interact with customers to ascertain needs. Open deposit accounts, handle loan applications, and manage various customer service requests. Leverage in depth-product knowledge to assist the bank in meeting its goal. Demonstrated ongoing commitment and tireless work ethic complemented by expert knowledge credit/fraud-related situations • Recognized with the “Award of Excellence” • Achieved 137% of goal and top 10% market. Consistently exceed 100% of goal each quarter. Show less



Marina Sushi Bar

• Owner

  • Feb 2003 - May 2005

  San Francisco Bay Area • Provided Administrative support to the CEO • Prepared administrative Payroll and Accounting • Created and Executed numerous projects using Excel and PowerPoint to help and develop the Business Budgets • Scheduled; purchased supplies; and performed data entry and billing.