Branch Manager Customer Relations

Judith Schoenfeldt

Target Role: Transaction Coordinator

Rosenberg, TX 77471 advm89@r.postjobfree.com 702-***-**** linkedin.com/in/jschoenfeldt Service-driven, committed professional with 20+ years of broad experience in delivering systematic directions to achieve goals in a timely fashion. Leverages unmatched passion in continuing career in the industry and carrying out an administrative role while showcasing in-depth proficiency in guaranteeing high-level business performance through strategic initiatives and efforts.

Results-based sales and service professional, with keen attention to detail and drive for success.

Multiskilled subject matter expert who offers a vast background in handling personnel, projects, including increasing responsibilities, while emphasizing uniformity with the standards, procedures, policies, and best practices.

Versatile person who can thrive in a fast-paced environment by exhibiting good conduct, stellar leadership style, strong problem-solving style, excellent critical thinking and analysis skills, superb active listening and social skills, and robust time management skills.

Collaborative team player who can build rapport, engage professionally, supervise, and coordinate actively with service levels and users using outstanding interpersonal skills with the main intent of hitting a shared vision. Core Competencies

Budget Planning CRM & Office Software Training & Coaching Report Writing Data Entry Scheduling & Calendar Management Support & Acquisition Invoice, Billing, Collecting External/Internal Customer Service/Relations Accounts Payable/Receivable Database Management Project Management Data Analysis & Interpretation Risk Analysis Budget Management Workflow Management Inventory & Resource Management Conflict Resolution Reporting & Documentation Research & Presentation Supervision & Training Task Delegation Written/Verbal Communications Ability to Prioritize & Multitask Ability to Meet Deadlines Ability to Maintain Confidential Information Computers/Technology Specialty

Windows & Mac CRM Android & Apple Applications Google Drive MS Office Suite/Applications Professional Work Experience

Texas Car Title And Payday Loan Services Inc. Sept 2021 – Present Branch Manager

Fully responsible for a branch team that is committed to delivering consistent customer and financial growth through effective lending, sales and account management practices

Set, maintain, and exceed monthly sales and collections goals for the branch.

Makes sales and collection calls to hot leads, written off accounts, and existing customers to drive revenue to the branch.

Lead and train sales team.

Handles branch banking and maintains zero cash discrepancies in teller drawers and deposits.

Provide excellent customer service.

Analyze credit, bank statements, paystubs, and collateral for credit worthiness.

Assist in training new branch managers.

Unemployed due to Pandemic Crisis and Closures, Las Vegas, NV May 2020 - Sept 2021 NV Unemployment

During this time, I was ready, able and available to work. I kept current on industry events and updates to stay on track with career goals.

Judith Schoenfeldt

Rosenberg, TX 77471 advm89@r.postjobfree.com

702-***-**** linkedin.com/in/jlschoenfeldt Page 2

Fast Plumbing & Logo Droppers Inc and, Las Vegas, NV Jan 2020- May 2020 Office Manager

Private family owned companies that I split my days with to provide office management and accounting to individuals and businesses .

Accomplished strategic business office management by supervising operations, developing functional roles, providing general human resource support, and assigning responsibilities to employees.

Onboarding and training for all new hires Conduct benefit and company policy orientations Validate and process new hire paperwork Screen applications, reference checks and background/drug screening checks Implement performance management strategies Payroll – garnishments, benefits, 401K contribution, HSA Maintain employee benefits filing systems and ensure benefit changes are entered appropriately in the payroll system for payroll deduction.

Reconcile bank and credit card statements and maintain accounts payable and receivable.

Cultivated trusting relations with the business and residential customers. Previous Work Experience

Discount Retail Store Services, Las Vegas, NV Dec 2018 - Jan 2020 and Mar 2010 - Sept 2014 Finance Department Manager

Led and assisted the sales team to bring in more deposits for potential independent store owners. Worked with finance brokers for conventional and non-conventional lending. Worked with Real Estate sales and brokers throughout the US to secure locations for different concepts.

Excel Funding Solutions, Las Vegas, NV Sept 2014 - Dec 2018 Liquidations and Underwriting Manager

Underwriting personal and business credit, analyze and provide detailed reports to affiliates and staff. Training and development. Provide customer service to affiliates and customers.

Business Credit Services, Las Vegas, NV Aug 2008 - Aug 2009 Customer and Coach Services Manager

Established positive rapport with customers, managers and customer service team members to maintain a positive and successful work environment. Maintained knowledge of company products and services to promptly resolve complaints and concerns. Investigated sensitive customer service complaints and delivered prompt resolution to customer satisfaction.

Nevada State Bank, Las Vegas, NV Mar 2007 - June 2008 Vice President, Branch Manager and Treasury Management Sales Officer Adhered to bank and legal guidelines for reporting, loan approvals, and money handling. Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads. Developed a culture of success rewarding performance, productivity and sales results. Reduced bank losses by selling successful risk management policies. Made continuous business adjustments to improve branch operations. Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices. Improved decision-making by using current data on market conditions and individual financial situations. Maintained current and accurate cash balances for all programs,departments and projects. Oversaw preparation of corporate balance sheets, income statements and other financial reports. Negotiated contract terms and rates with banking institutions to increase profitability. Evaluated accounting and financial reporting systems to assess quality, identify concerns and devise enhancement strategies. Prepared and reviewed paperwork associated with audits, shortage control programs, apprehensions and disposition.

Judith Schoenfeldt

Rosenberg, TX 77471 advm89@r.postjobfree.com

702-***-**** linkedin.com/in/jlschoenfeldt Page 3

Wells Fargo Bank and Wells Fargo Acceptance, Austin, TX Mar 1997 - April 2006 Branch Manager, Consumer Finance

Expanded customer relationships by maintaining regular follow-up processes and rapport. Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions. Created strategic financial solutions to suit individualized client needs. Maximized branch revenue by optimizing daily operations. Increased teller efficiency by developing and implementing improved service methods. Delivered a high level of customer service and support by answering questions and returning phone calls quickly. Handled teller functions with high accuracy, including making deposits and withdrawals, collecting payments and processing cash orders. Evaluated customers' credit and financial information to control risk related to loans and other products offered by the bank. Increased growth of branch deposit values by actively assisting with marketing, sales development and referral coordination. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan. Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports. Reviewed loan agreements to verify completeness and accuracy according to applicable policies. Met with applicants to obtain information for loan applications and answer questions about processes. Helped customers make decisions about loans and lines of credit based on availability, terms and benefits. Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment. Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services. Demonstrated leadership by making improvements to work processes and helping to train others. Managed contract administration, including maintaining files, validating codes and monitoring reporting.

Education

Business Administration, Economics And Finance

University of Mary Hardin-Baylor – Belton, TX

General Studies

Brazosport College – Richwood, TX

Certifications, License, Training

Insurance School of Texas San Saba, TX

Certificate in Life & Health, Property & Casualty Jun 2005 Bankers Academy Las Vegas, NV Mar 2007

Certificate in Principles of Banking And Finance Management Zions Bancorp Las Vegas, NV Mar 2007

Certificate in Branch Manager Training Program

Key Realty School Las Vegas, NV Jan 2018

Certificate in Real Estate Sales And Property Management Texas Commission Notary Public Expires, 03/22/2025 Languages

English Language (Fluent)

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