Experience

• 

  Garratt-Callahan Company

  • East Texas

  • Technical Sales Support Specialist

    • Jan 2023 - Present
    • East Texas
• 

  Cooperative Teachers Credit Union (CTCU)

  • United States
  • Banking
  • 1 - 100 Employee

  • Branch Manager

    • May 2022 - Jul 2023

    • First task was to set the priority of creating a high performing team by interviewing, selecting, and training staff• Carry out assigned duties and responsibilities by designing policy and procedure to be followed by staff to stay in compliance with NCUA and CTCU • Cultivate a positive work environment for employees to have a joyful place to come to work by setting standards, eliminating non business chatter, and working together as a Team.• Exceeded consumer loan production by 25% in 3rd month in the role and continue to find opportunities with call list, cross selling loans by scrubbing the credit report, and relying on professional relationship for referrals. • Work directly with the CEO in order to plan and execute the vision of CTCU and carry out the mission statement representing the core values (Commitment, Consistency, Community, Membership, and Honesty)

  • Mortgage Loan Originator

    • Jun 2021 - Apr 2022

    • Established policy and procedures to ensure TRID-RESPA was followed accurately with checklist to stay within proper guidelines• Establishes detailed marketing/business plan including names of potential and existing loan members, realtors, builders, developers, and frequency of contact.• Responsible for sourcing and developing client relationships and referrals through outside business to business sales.• Prepares files for underwriting, loan committee, private mortgage insurance company and investor including preparation of loan approval sheet.• Demonstrate the highest level of professionalism and excellent service towards all members.

• 

  People Ready Staffing

  • Tyler, TX

  • Branch Manager

    • Oct 2018 - Jun 2021
    • Tyler, TX

    • Promote a positive work environment by overseeing day-to-day operations, training staff members, and implementing and assessing employee performance goals.• Maximize net operating income by growing existing customers, sourcing and qualifying leads, developing effective solutions and processes, ...

• 

  AAMCO Transmissions and Total Car Care

  • Tyler, Texas Area

  • Center Manager

    • Feb 2016 - Oct 2018
    • Tyler, Texas Area

    • Spearheaded customer service and quality control for business, operations, and work product verticals. • Executed B2B cold calling and asked for referrals to focus on fleet accounts and generate sales. • Increased company revenue by 26% YOY; created relationships with mechanic repair shops and ...

• 

  Tyler Auto Finance

  • General Manager

    • Aug 2011 - Feb 2016

    • Adhered to the Office of Consumer Credit by instituting risk management and compliance policies. • Reported and orchestrated credit to Transunion to allow opportunity for creditworthiness while holding delinquent accounts accountable and following up with disputes from the bureau.• Utilized an ...

• 

  Woodforest National Bank

  • Branch Manager

    • Jan 2005 - Jul 2011

    • Hired, trained, and developed a talented branch team with 90% employee retention for three years. • Accomplished an excellent audit grading during each yearly audit. • Played a key role as branch auditor and member of the Risk Management Committee. • Assisted branches with out-of-balance, audit...

• 

  Washington Mutual

  • Assistant Branch Manager

    • Jul 2003 - Dec 2004

    • Directed, supervised, and mentored all employees while ensuring compliance with local, state, and federal policies, procedures, and guidelines.• Expanded loan production to meet goals and maintain $1M in the branch pipeline per month.• Fulfilled customer needs by growing deposits and outsourcin...

• 

  BBVA Compass

  • Small Business Banking Specialist

    • May 2001 - May 2003

    • Enhanced and maximized the sale of small business products.• Cultivated and maintained new and existing customer relationships.• Pioneered outbound sales through phone calls and face-to-face consultations.• Networked with small businesses with revenue less than $1M in the San Antonio area.• Mai...

• 

  Southside Bank

  • Retail Banker

    • Aug 1999 - Apr 2001

    • Assured compliance with required identification and procedures while opening new accounts. • Originated and processed auto and unsecured loans.• Headed outbound calling and aisle selling efforts to effectively sell bank products.• Controlled teller drawer and ensured accuracy on all transactions.

• 

  Texas State Bank

  • Lobby Teller

    • Aug 1997 - May 1999

    • Handled and maintained responsibility for teller drawer and ensured accuracy on all transactions. • Communicated with past due customers on loans for officers of the bank.• Expedited the filing and processing of loans.• Acted as Customer Service Representative tasked with resolving customer iss...