Experience

Greenville Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Branch Manager

  • Jul 2023 - Present

  Mauldin, South Carolina, United States

• Member Service Representative II

  • May 2022 - Jul 2023

  Greer, South Carolina, United States Helping the members of Greer SC with their financial needs.



Guild Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Originating Loan Officer Assistant

  • Aug 2021 - May 2022

  Greenville, South Carolina, United States



Servpro Of Pickens County

• United States
• Consumer Services
• 1 - 100 Employee

• SMR

  • Feb 2021 - Aug 2021

  Easley, South Carolina, United States



NPAccel

• United States
• Advertising Services
• 1 - 100 Employee

• Account Manager

  • Mar 2019 - Dec 2020

  Lehi, UT Helping companies succeed online. Ask me how we can help!



Business Promotion

• Albania

• Sales Representative

  • May 2018 - Mar 2019

  American Fork, Utah



BambooHR

• United States
• Human Resources Services
• 700 & Above Employee

• Senior Sales Development Representative

  • May 2015 - Apr 2018

  Lindon, Utah Contact low funnel leads to qualify them for closing with the sales team. Serve as the first point of contact with prospects, gathering information through probing questions with intent to qualify the lead and commit them to a product tour. Identify, execute, and follow up on all opportunities to address customer questions and establish customer relationships, including prospecting and lead utilization to prepare the lead for remaining sales cycle.



Goldenwest Credit Union

• United States
• Financial Services
• 200 - 300 Employee

• Business Development Manager

  • Jun 2014 - May 2015

  Lehi, Utah Responsible to oversee branch operations including lending, new member accounts, and teller functions. Hired, trained, supervised, and evaluated branch staff, handling all staff disciplinary action. Approved and tracked team goals, submitting weekly reports on branch operations and performance to headquarters. Supervised and coached personnel on proper behaviors, sales techniques, service expectations, and compliance guidelines. Responsible for personnel scheduling, cash ordering, and branch… Show more Responsible to oversee branch operations including lending, new member accounts, and teller functions. Hired, trained, supervised, and evaluated branch staff, handling all staff disciplinary action. Approved and tracked team goals, submitting weekly reports on branch operations and performance to headquarters. Supervised and coached personnel on proper behaviors, sales techniques, service expectations, and compliance guidelines. Responsible for personnel scheduling, cash ordering, and branch workflow. Originated consumer loans within approval limits and generated revenue through outbound tele sales. Exceeded annual goals for new member accounts by 292%; new student accounts by 142%; new checking accounts by 144%; new loans by 109%; and new mortgage loans by 798%.

• Assistant Manager

  • Mar 2014 - May 2014

  Lehi, UT Assisted manager in oversight of branch operations including lending, new member accounts, and teller functions. Assisted with hiring, training, supervision, and evaluation of branch staff. Supervised and coached personnel on the proper behaviors, sales techniques, service expectations, and compliance guidelines. Assisted with scheduling of personnel and workflow of the branch. Originated consumer loans within approval limits. Generated revenue through outbound tele sales. Awarded promotion… Show more Assisted manager in oversight of branch operations including lending, new member accounts, and teller functions. Assisted with hiring, training, supervision, and evaluation of branch staff. Supervised and coached personnel on the proper behaviors, sales techniques, service expectations, and compliance guidelines. Assisted with scheduling of personnel and workflow of the branch. Originated consumer loans within approval limits. Generated revenue through outbound tele sales. Awarded promotion after three months.

• Consumer Loan Officer

  • Jun 2013 - Mar 2014

  Received and analyzed loan requests, financial statements, and ensured loan agreements were complete and accurate according to policy, originating consumer loans within approval limits. Generated revenue through outbound tele sales. Met with loan applicants to explain credit policies and obtain loan information and documentation. Interviewed prospective borrowers, determined credit worthiness, and communicated lending decisions to borrowers. Promoted within company because of demonstrated… Show more Received and analyzed loan requests, financial statements, and ensured loan agreements were complete and accurate according to policy, originating consumer loans within approval limits. Generated revenue through outbound tele sales. Met with loan applicants to explain credit policies and obtain loan information and documentation. Interviewed prospective borrowers, determined credit worthiness, and communicated lending decisions to borrowers. Promoted within company because of demonstrated leadership skills. Exceeded annual goals for new loans by 134% and mortgage loans by 958%.

• Outbound Sales Representative

  • May 2012 - May 2013

  Generated revenue through outbound telesales. Anticipated member needs and provided advice based on a clear understanding of the members’ financial situation. Developed and maintained relationships with outside organizations to earn referral business. Promoted within company because of demonstrated skills. Exceeded annual goals for new member accounts by 117%; new checking accounts by 104%; new loans by 431%; and mortgage loans by 959%.

• Call Center Representative

  • Apr 2011 - May 2012

  Answered incoming calls from members, responding appropriately to objections and questions. Identified member needs and matched them with credit union products for cross-sell opportunities. Maintained a high level of service with customers while meeting and exceeding performance targets. Responsible for training new hires in call center and credit union procedures. Awarded promotion after six weeks because of sales skills and goal achievements. Trained new employees on procedures and effective… Show more Answered incoming calls from members, responding appropriately to objections and questions. Identified member needs and matched them with credit union products for cross-sell opportunities. Maintained a high level of service with customers while meeting and exceeding performance targets. Responsible for training new hires in call center and credit union procedures. Awarded promotion after six weeks because of sales skills and goal achievements. Trained new employees on procedures and effective call handling.

• Financial Services Representative

  • Nov 2010 - Apr 2011

  Ogden, UT Provided customer service in both English and Spanish. Responsible for investigating, understanding, and resolving member needs. Developed professional relationships with credit union members and helped strengthen their financial position by cross-selling credit union products. Awarded promotion because of sales skills and goal achievements.