Teresa L. Taylor

***** **** ******* *****

Aurora, Co 80013

Cell #720-***-****

Home #303-***-****

Alliance Mortgage Group LLC /ADMINISTRATIVE CLERK 2015-2022

I have worked for Alliance Mortgage Group for the last 7 years as their Administrator Clerk. I was responsible for all their closed files and ensure that all closing documents were entered into clients' files, wires were deposited, and loan officer commissions were entered and correct. I did their mailers to clients and made sure that deposits into bank accounts matched the commissions being paid out. I helped with the processing of payroll and keeping track of employees PTO hours. I reset passwords for when needed and any other jobs that were requested of me.

I retired from Banking in 2014 and then went to work for Alliance Mortgage in 2015 as a part-time employee. I knew the owners of Alliance Mortgage Group from when I was in banking, and they called me when they opened their mortgage company to see if I would be willing to work for them part time. I was laid off in December due to the decline in the mortgage business.

FITZIMMONS FEDERAL CREDIT UNION – AURORA, CO/ASSISTANT BRANCH MANAGER 2010-2014

Promoted from FSR to Assistant Branch Manager

FSR/Assistant Branch Manager

Accountable for opening new accounts

Accountable for Teller Transactions

Accountable for balancing the ATM’s and Night Drop

Accountable for cross-selling Credit Union products

Accountable for knowing all Regs and knowing when to apply them

Accountable for overseeing all tellers and FSR’S and reporting to Branch Manager any issues with employees or operation problems within our department.

PUBLIC SERVICE CREDIT UNION – AURORA, CO/REGIONAL DIRECTOR OF BRANCHES 2003 -2009

PSCU has over 30 branches and 175 service center locations throughout Colorado to serve their 170,000 members. I was responsible for 10 of their branches, 10 branch managers, and 56 employees.

Accountable for account performance levels at 10 credit union branches ensuring business goals were attained.

Motivated and led through executive interest by observing daily operations at various branches and partnering with managers/branch staff to meet CU business objectives and customer service goals.

Effectively communicated operational policy changes to branch management team and provided follow-up training.

Courteously and successfully resolved customer complaints at branch level meeting customer service goals.

Performed monthly coaching sessions with management team reinforcing CU business and customer service goals.

Partnered with management team and was a key contributor to strategic planning initiatives to ensure continued growth.

Recruited, interviewed, and hired exceptional talent in the branch manager positions and coached/mentored/evaluated performance to successfully meet all targets and objectives.

Served as expert resource for managers dealing with disciplinary actions, provided executive review before submitting actions to HR Department.

Successfully partnered with branch managers and lent expertise to developing annual budgets.

Adeptly performed underwriting of loans for branches.

BELLCO CREDIT UNION – AURORA, CO/BRANCH MANAGER 1998 - 2003

Bellco is one of the largest credit unions in Colorado with over 191,850 members and $213 in assets.

Evaluated, Developed, motivated, and trained branch staff to achieve high performance levels dealing with problems in a professional manner leading to improved performance.

Proficiently developed and tracked performance on annual operating plan and budget effectively controlling expenses.

Attentively acquired expertise in lending, security and fraud procedures and implemented appropriate protections in branch.

Carefully analyzed branch activities, workflow and operations with a specific strategy devised to implement efficiencies, improve customer services, and meet corporate goals.

AMERICAN NATIONAL BANK – ST PAUL MINNESOTA 1975 -1998

I started in banking at American National Bank in St Paul Minnesota as a teller and moved from being a teller to Human Resources where I worked for 5 years. Then I was promoted to the Professional Banking Department where I worked for 5 years. American National then started opening branches in the St Paul area and I moved to their first branch as their Administrative Executive for the VP of the Branch and later was promoted of a Teller Supervisor and them Loan Officer. I worked a total of 23 years at American National Bank.

PROFESSIONAL SKILLS

Planning/Organization Account Management

Loan Underwriting Security

Cash Handling Budget Development/Tracking

Business Partnership Customer Service

Human Resources Performance Reviews/Improvement

Excellent Customer Service Strong Problem-Solving Skills

Strong Communication Skills Able to work under little supervision

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