Maritza Leon

718-***-**** *** Waltham Ct

adp62g@r.postjobfree.com Davenport, Florida 33897

Summary

Highly skilled team-oriented Sales and Operations Manager with extensive experience in the Financial and Banking industry. Critical Thinker and skillful planner who can apply extensive leadership experience to meet and exceed operational standards. A true asset in every level. The Ability to motivate team members and contribute to a productive working environment. Expertise in:

Retail Operations & Management Leadership & Management

Customer Service & Development Small Business Lending

Implematentaion of policies & procedures Mortgage & Lending products

Professional Experience

METRO BROKERS REALTY, Windermere, FL Feb2021-Present

REMAX CENTRAL PROPERTIES, Long Island, NY Feb 2017- Jan 2020

LIC. Real Estate Sales Person, CBR, Investor

Buyer’s agent for one of the top selling brokerages in the Long Island market.

Experience with several referral programs which have produced 20% of overall business. 2017 Rookie of the year

Graduate of Sweat hogs Selling system Hosted by Ed Escobar 06/2017

TD BANK, New York, NY Oct 2007 – Jan 2017

Sales & Service Manager, AVP

Responsible for overseeing Branch sales and operations for the highest volume Branch within the region.

Manage and schedule a staff of 25 employees over a 78 hr. work week.

Coordinate the completion of monthly reports and perform monthly audits.

Develop and grow relationships with private banking customers.

Coach each team member on a daily basis in sales, referrals, and cross sell using the company’s outline coaching tool (Earn Model) to ensure the store’s success in Sales Revenue.

Directly responsible for the operational scorecard by ensuring the branches scorecard reflects maximum revenue and minimal losses with regards to new accounts, fee income, overtime, Teller differences and the various types of customer related exposure.

Qualify customers for mortgages and lending products. Managing loans from the application process till closing.

Provide a model of leadership and WOW for the team by serving as team captain of the TD Pulse Survey Committee that analyzes team members’ issues / employment experience.

Work closely with TD Banks business partners: TD Ameritrade, Cash Management, Private Banking, and TD Wealth to ensure proper business development.

Exceed monthly Customer WOW! Index (CWI) goals while maintaining 100% YTD Mystery Shop Scores.

Managing the store’s lending pipeline currently the second largest in the region.

Accomplishments:

Achieving operational excellence by always averaging 9.3 out of 10 in Branch Monthly Audits.

Successfully contributed to the Branch Money Out performance by contributing 5.2 million to loan portfolio for fiscal year 2012.

Exceeded individual goals each quarter within 2012 fiscal year for sales revenue.

TD BANK, New York, NY June 2003 – October 2007

Assistant Branch Manager/Supervisor

Worked with the management team to assist staff members with their Sales Revenue goals and profitability.

Administered on-the-job training for new and existing Customer Service Representatives for promotion to the next professional level.

Worked with the Store Manager for financial goals and objectives by utilizing company tools (significant balance report, closed account reports).

Recognized team member’s performance and support via emails to the management team and WOW rewards.

Established new accounts and related services while cross-selling products.

Assess needs of loan applicants, close loans, send required documentation to the appropriate lender and provide loan decisions.

Responsible for Opening and Closing the Store.

Ensured a strong operational foundation was in place and implemented such as: customer identification, dual controls, regulatory requirement and audits.

Consistently achieved quarterly Sales Revenue goal by exceeding target by 150% to goal.

Exceeded Self-Store Audits (Pass) and report to Senior Management/Regional Operations Officer on Team performance and opportunities for improvement.

Obtained new relationships and nurtured existing relationships by cross-selling all bank products and services to personal and business customers.

Assisted customers with problems and provide the highest level of customer service.

Professional Skills/ Licenses

EARN Sales Coach NMLS Certified

Bilingual in Spanish Certified Consumer Lender

Education

Johnson & Wales University

Providence, RI

Accounting, May 1995

H & R Block, New York, NY

Certified Tax Consultant, November 1998

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