Customer Service Vice President

Raymond Rodgers

520-***-**** ad09m7@r.postjobfree.com Bisbee, AZ 85603

SUMMARY

Skilled Financial Service Professional inspired and motivated to help customers build financial independence. Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Knowledgeable in Mortgage Origination and Closing. processes. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate and compliant accounting structures. SKILLS

Strategic Planning

Operations Management

Full-Cycle Sales Process

Team Recruiting and Onboarding

Staff Training and Development

Customer Service

EXPERIENCE

Vice President / Bank Manager Safe 3, Wells Fargo Bank, N.A., June 2016-August 2022 Sierra Vista, AZ

Provided first-rate customer service by identifying and addressing customer concerns and inquiries.

Directed team members in authorizing loans and opening checking and savings accounts. Developed and implemented sales and marketing strategies to align with annual sales initiatives.

Explained benefits of various investment options to help customers fulfill personal investment goals.

Processed and approved international and domestic wire transfers, cashed checks and posted deposits and withdrawals.

Conducted weekly consultative sales meetings with prospects and clients to drive deposit growth.

Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.

Delivered associate performance evaluations to determine merit increases and bonus amounts.

AVP/Bank Manager Safe 2, Wells Fargo Bank, N.A., August 1999-June 2016 Douglas, AZ

Managed and coached highly successful team to achieve branch goals. Actively hired and oversaw training for all team members and boarding new staff. Developed annual business development plan for maximum effectiveness. Implemented annual performance appraisals and review for merit increase. Consistent acceptable annual audit review and established and maintained high quality internal controls for in a high risk market along the US Mexican border. Maintained a customer centric focus and built a culture to minimize risk and loss exposures. Mortgage Loan Originator / Sales Manager, Wells Fargo Home Mortgage, June 1990-August 1999 Sierra Vista, AZ

Participated in roadshows, property fairs and sales launches to advance proficiency, improve compliance management, enhance key business processes and learn best practices. Supported sales team members to drive growth and development. Maintained close business relationships with solicitors, housing developers and financial institutions to optimize workflow.

Coached, developed and motivated team to achieve revenue goals. interviewed mortgage applicants, analyzed financial statements and status to determine feasibility of granting loans.

Originated conforming and non-conforming loan application. Executed the loan process including ordering credit reports, appraisal and title reports. Originated and processed FHA, VA and Conventional loans. Conducted first time home buyers seminars and financial literacy classes. Loan Processor /Closer, First Interstate Bank, August 1986-March 1990 Phoenix, AZ

Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.

Interfaced with borrowers to obtain needed items and prepare applications for underwriting review.

Managed conditions sent from underwriting departments. Evaluated financial statements and contacted institutions and customers to clarify details. Completed closing process by collaborating with attorneys, title companies and government clerks.

EDUCATION AND TRAINING

High School Diploma

Bisbee High School, Bisbee AZ May 1981

Some College (No Degree)

Premedicine, University of Arizona, Tucson AZ

Some College (No Degree)

Mortgage Bankers Association, American Institute of Banking, Phoenix LANGUAGES

Spanish:

Native/ Bilingual

ACCOMPLISHMENTS

Attended National Recognition Events for branch performance.

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