Star Gold Lending Manager

Susan M. Fuerte

*** ******** ***** – Shorewood, Illinois 60404

E-Mail: ************@*****.*** Phone: 708-***-****

Accomplished, results-driven financial sales professional with multi-level experience in finance and insurance. Proven ability to lead sales and marketing initiatives with a focus on developing teams to exceed individual and team sales targets. Effective listening and communication skills that help establish rapport with clients and build positive, cohesive relationships with co-workers and management. Expertise in consumer and business banking, real estate lending, insurance and delivering a best in class client experience.

AREAS OF EXPERTISE

Real Estate Lending (Purchases, equity loans, PMI, LTV/DTI calculation, Rate Lock)

Underwriting, credit reporting, vendor ordering, closing, funding, reporting

DeNovo office opening -spearheading various marketing campaigns to attract new business

Consumer Lending (credit card -management) Visa and MasterCard

Branch management with emphasis on on-going coaching and development of new bankers/lenders and associate bankers, team building, excellent time management and compliance overview

Customer service excellence – numerous 5-key awards, Gold status on OSAT Scores

PROFESSIONAL EXPERIENCE

JPMorgan Chase Bank, Bolingbrook, Illinois~Relationship Banker~12/2018 to Present

Uses needs-based analysis to identify customers current and future needs Provide customers with options to help them make the most of their time and treasure by introducing COI partners in the areas of lending, merchant services and Chase Private Client (investments/retirement)

Proficient skills in opening all types of accounts; assisting in assisting clients with ancillary needs such as wire transfers, online and mobile banking, trust/estate accounts, business account needs, fraud and elder abuse mitigation; Key person for lending questions and small business account openings

Received perfect customer service shops and a 5-keys award for excellent customer service

Coach and develop new bankers in their role making sure they are taught proper protocol in new account opening procedures and directives set forth in out P&P guide

Keep moving the needle in areas of customer satisfaction. Helped team get to 5 star gold in quarterly OSAT rating and stay consistently ranked in Gold

Fox River Insurance Agency/AAA Insurance, Aurora, Illinois~Office Manager/Agent~12/2017 to 12/2018

Responsible for running office for Entrepreneurial Agent while he is away

Call on clients for delinquent payments, renewals and claims experience to make sure our BOB doesn’t suffer atrophy

Prospect daily for new clients through asking for referrals, lead campaigns, re-quotes and cold calling, using consultative sales approach-going out to membership events (table events) with different corporations, small businesses and schools in the surrounding areas to tell them about the advantages of being a AAA member and what our agency can do for them and their employees

Responsible for procuring new AAA business and have written $70,000 in new premium Y-T-D and adding to our membership numbers

Fifth Third Bank, Naperville, Illinois~Personal Banker~08/2016-10/2017

Consultative sales approach to enhance every interaction with client to find out more about their immediate and future needs

Collaborated alongside of our affiliate partners in the areas of mortgage, investment banking and business banking to offer client base a wider array of products and services for a one stop marketplace feel

Named consumer lending champion in branch for the year booking 2 million dollars under management for the fiscal year 2016-2017, surpassing lending gap by 150% over goal

Allstate Insurance, Chicagoland~ Office Manager~05/2007-08/2016

Licensed to write and bind insurance policies in areas of property, casualty, and fixed life insurance products.

Organized and restructured daily cross sell efforts to maximize market share of company. Utilized warm-calling, mass mailing, and transfer of influence techniques to attract and capture new business clients

Maximized goals by 175% consistently.

Ensured that keeping the client at the center of the office’s daily activity was kept in the forefront especially in matters of claims handling.

TCF National Bank, Chicagoland Area ~ Assistant Lending Manager/Lending Manager~02/2003-05/2007

Guided new assistant lending managers in ways of effectively approaching cold solicits, as well as, established clients to deepen relationship by offering all lending products to broaden the bank’s balance sheet

Successfully trained and motivated new lenders in the areas of compliance and cross-sell management to ensure they became successful in their position. Promoted two assistant lending managers from my office to run their own office.

Took ownership of $40 million-dollar portfolio and increased volume by 20% in branch

Proactively managed all aspects of lending process from prospecting/origination to funding

Made President’s Club by achieving 175% over goal.

Education

Agent/Broker Review Company, Springfield, Illinois

Life Insurance Producer License, 2007 - Present

Property and Casualty Insurance Producer License, 2007 – Present

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