EXECUTIVE SUMMARY
Results-oriented bilingual Loan and tax Manager, with over 11 years of experience, extensive industry and business knowledge. Core competencies include superior customer focus, customer and partner relationship management, regulatory compliance. Proven, innovative leader capable of developing and coaching successful teams to exceed company goals.
EDUCATION
John Jay High School • San Antonio, Texas
High School Diploma - 2006
EXPERIENCE
Credit Central loan and tax services • San Antonio, TX Loan and tax branch Manager• July 2015 - Current
• work with NLS software to process payments, in office cash deposits
• Oversaw staff time management and payroll approval
• Oversaw credit application process to evaluate for credit approval, denial or counter offering
• Managed overall office performance by meeting or exceeding Key Performance Indicators; making sure monthly to annual standards We’re met in profit and loss based off the ledger of office.
• Hired, trained, and developed teams for the central Tx division. operated branch to state standards aswell as internal company processes, regulatory procedures, client management, financial advisory, Provided a week to week standard projections as well as month end projections of new ledger report analytics and marketing among other skills.
• Conducted opening/closing store procedures including cash, vault and deposit management.
• Handled and de-escalated any and all customer conflicts to prevent loss of key accounts.
• Hired, trained, and developed teams for the center on daily store operations, company processes, regulatory procedures, client management, reporting, analytics and marketing among other skills.
• Oversaw monthly store planograms, and maintain center decor and cleanliness, ordered all office supplies and postage monthly Alexia
Isabell Villa
10135 Sunset pl
San Antonio Tx. 78245
*********@******.***
Gold star finance San Antonio tx.
Loans and tax Manager • June 2011 - July 2015
• Oversaw receiving, review, approval, denial of all personal loans applications.
• Managed team schedules, organized office functions, and oversaw office operations.
• Prepared store daily, weekly, and monthly reports for leadership.
• Answered, screened, and redirected over 100 daily telephone calls.
• Developed new office procedural guidelines for staff members that improved operational efficiency.
• Consistently maintained 90% loan percentage paid
• Supervised back office operations including management of staff
• Prepared documentation to assist with loan preparation, including bank statements, paycheck stubs, and checks.
• Established and maintained relations with local businesses to drive referrals.
• Reviewed and approved decisions on credit limits of new and existing customers.
• Responsible for open/closing duties, including balancing drawers, and transporting bank deposits.
• manually balanced the office checkbook everyday
SPECIAL SKILLS & TALENTS
• Proficient in POS sofiware Fuse among others
• Computer Platforms: Mac / iOS / Windows
• Excellent verbal and written communication skills.
• Project Management skill set
• Proficient in maintaining compliance standards when necessary for clients.
• Quick learning ability
• Works well under pressure
• Team player
Reference available upon request