Bio
Credentials
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Certified Associate in Project Management (CAPM)
Project Management InstituteFeb, 2019- Apr, 2026
Experience
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Greater Texas Credit Union
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Austin, Texas Metropolitan Area
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AVP Market Development and Operations
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Jun 2022 - Present
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Austin, Texas Metropolitan Area
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UFCU
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Austin, Texas Area
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Financial Center Manager
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Nov 2016 - Jun 2022
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Austin, Texas Area
Responsible for promoting the financial success of our members, and the career growth of our associates.
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Capital One Bank
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Austin, Texas Area
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Branch Manager II, VP
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Mar 2008 - Nov 2016
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Austin, Texas Area
Managed the day-to-day operations for a high performing Capital One branch, as well as the development of new business.Successfully managed the operations of multiple branches for four consecutive years.Held full responsibility for driving sales, operational excellence, and associate engagement across all branches. Promote a client-centric environment within all locations I lead, and provide a high level of coaching to both clients and associates. Serve as a subject matter expert in the areas of Real Estate and Small Business lending, and provide mentorship to new Branch Managers.
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Wachovia, A Wells Fargo Company
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Austin and San Antonio, TX
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Regional Retail Sales and Service Coach
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2005 - 2008
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Austin and San Antonio, TX
Covered an area that included Austin and San Antonio, TX.Provided extensive sales process and lending coaching to newly-hired Financial Specialists and Branch Managers that included initial training and 3-months of post-training coaching.Held responsibility for pre-opening sales activities for De Novo branch expansions.Hired, trained, and placed Financial Specialists and Branch Managers. Managed a staff of up to 30 direct reports.
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Washington Mutual Bank
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Austin and San Antonio, TX
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Financial Center Manager, VP
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2002 - 2005
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Austin and San Antonio, TX
Provided leadership and management oversight for the day-to-day sales, service, and day-to-day operations of multiple branches in the region.Served as the Cluster Lead for five branches and as the Team Lead for manager sales coaching.Originating new purchase and refinance mortgage loans.Managed the successful opening of four De Novo branch locations.A member of the Million Dollar Real Estate Lending Club for nine consecutive months.Represented Washington Mutual as a member of the Texas Leadership Council. Elected to WAMU’s first Texas Leadership Council.
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Wells Fargo
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Austin, TX
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Store Manager II
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1991 - 2001
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Austin, TX
Progressed through various roles of increasing responsibility, leading to Store Manager II with responsibility for the management of the fifth-largest Wells Fargo Branch in Austin. Managed all branch activities including personal banking, compliance, customer service, and bank teller functions.Top 5% in the Company Sales Winner 2000 and 2001.Built and maintained a successful Immigrant Banking Program locally, which was later adopted in part by the rest of the company. In-Store Branch recognized as top In-Store in 3-state area in 1998 & 99 Exceeded monthly sales goals for six consecutive years.
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Suggested Services
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Industry Focus. “Banking and Financial Services”
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References
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