Customer Service Manager

Lisa M. Howard Cell/Voice Mail 805-***-****

**** *** **** #*** *********@***.***

Carpinteria, CA. 93013

PROFESSIONAL CAREER OBJECTIVES

To work in a progressive and creative environment where I may contribute my talents to

the growth of the organization while gaining new skills to further myself intellectually and

professionally.

AREAS OF EXPERTISE AND STRENGTHS

Self-motivated, people oriented, strong work ethic and loyal.

Effectively interacts with all levels of management in a professional,

diplomatic and tactful manner.

Rapidly analyze/recognize departmental problems and create solutions.

Quick learner who adapts easily to new responsibilities and requests.

Complete multiple projects under pressure while adhering to strict deadlines.

Excellent organization and communication skills.

SKILLS

Microsoft Word Microsoft Works Jack Henry Silverlake

Excel Type 70+ wpm Fiserv Navigator

Outlook CFI Laser Pro Fiserv Viewpoint

Power Point PCFS 2000

PROFESSIONAL EXPERIENCE AND ACCOMPLISHMENTS

The Bank of Santa Barbara, Santa Barbara, CA. 8/2005 – 1/2011

Vice President, Loan Operations Manager

Compile confidential information to prepare monthly/quarterly management reports,

underwrite/prepare documents for all types of loans, type confidential correspondence,

schedule meetings.

Accomplishments:

Create checklists, file formats, form letters, spreadsheets and processes for the

loan departments processing, documenting and servicing.

Implementation and set up of all specifications for the conversion of the core loan

system.

Community West Bank, Goleta, CA. 9/2000 – 8/2005

Sr. SBA Loan Processor

Gather sensitive materials to complete loan files in order to close SBA loans. Prepare

SBA Loan Submission documents using PCFS 2000 software, prepare closing

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documents using Laser Pro software. Set up escrow closings and initial loan funding.

Train and assist staff members in the position of loan processor.

Executive Assistant

Compile confidential information to prepare monthly/quarterly management reports,

underwrite/prepare documents for employee loans, type confidential correspondence,

arrange meetings. Acting secretary for two executive/board of directors committees.

Collection manager/workout specialist.

City Commerce/Mid State Bank, Santa Barbara, CA. 8/1990 – 9/2000

Executive Assistant

Compile data and prepare loan reports, type confidential correspondence, answer

and screen calls for Officer staff, arrange meetings. Recording Secretary for three bank

Senior Management committees. Prepare special board reports for Board of Directors,

President and Chief Credit Officer. Interface with customers to sign loan documents

prior to funding their loan. Interviewing, hiring supervising and training new staff

members.

Branch Manager

Interface with bank customers providing the highest level of customer service.

Interviewing, hiring and training new staff members. Preparing/presenting annual

performance evaluations for existing staff members. Oversee daily branch operations

as to stay in compliance with Federal regulations. Prepare monthly management

reports.

New Accounts Representative

Interface with bank customers to establish accounts and cross sell additional bank

products and services while providing the highest level of customer service. Oversee

safe deposit box rentals.

EDUCATION / TECHNICAL TRAINING

CFI Laser Pro Training Seminar

Bankers Training Financial Analysis

PCFS 2000 Training Seminar

General Education, Santa Barbara City College

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