Officer Assistant Customer Service

L I S A B A R R I E N T E S, M M

**** ******* **. ******* ** 78641 512-***-**** ***********@*******.*** OBJECTIVE

Develop an efficient workforce and motivated employees who can achieve maximum productivity for a fast-growing organization. Lead with innovative and trusted techniques for strategic planning to deliver consistent results. Core Qualifications and Competencies:

• Over 25 years' experience in leadership, sales, underwriting, processing, bank operations, and business development

• Excellent communication, presentation, public speaking and persuasive skills

• Critical thinker and creative varied approaches

• Initiator – Effective leadership abilities to organize and mediate to deliver results EXPERIENCE

2018-Present Elite Financing Group Austin, TX

Director of Talent Development

Recruit and develop positive producing Loan Officers and Loan Processors

Business Development

Coach and develop staff to achieve personal and business goals

Create training program for Production and Support Staff

Develop plans for growth and production improvements Licensed Loan Officer/Loan Officer Assistant (Concurrently)

Calculate business and personal income

Business Development with Realtors to generate business

Collect and submit regulated documentation to obtain approval with many different lenders

Advise clients of best solutions for home purchase 2017-2018 Texas DPS Credit Union Austin, TX

Chief Operations Officer

Assist CEO in overall management of credit union

Develop strategic direction and vision for entire Operations

Compliance Officer, risk management, financial reporting

Regulatory reporting and lead federal and state audit exams

Increased monthly loan production by 20% in less than 6 months

Increased bottom line by 15% in less than 6 months 2015-2017 United Heritage Credit Union Austin, TX

Real Estate Operations Manager

Establish and achieve targeted real estate growth goals (3% monthly growth)

Maintain and develop processes for quality loans and build member loyalty

Coach and build team for effective and efficient operations

Ensure real estate portfolio integrity via compliance reviews and audits 2012-2015 Wells Fargo Home Mortgage Austin TX

Area Processing Manager Builder Division

Increased loan fundings by 12% month over month

Managed 23-26 processors remotely in Austin, Waco, San Antonio, Houston

Implemented training courses for Builder Processors and Sales – increased close on time ratio, customer service scores and profitability

Created builder loan workflow and managed an exclusive builder processing team 2007-2011 University Federal Credit Union Austin TX Assistant Branch Manager

Increased sales by 20% month over month

Expanded sales to improve products per household and increase mortgage portfolio

Implemented business development and marketing strategies to maximize branding opportunities

Trained branch staff in integrity sales and techniques to capture more mortgage loans and other credit union products 1999-2007 United Heritage Credit Union Austin TX

Loan Sales Specialist

Maintained benchmark yields (1.5M loans with a weighted yield of 7% in consumer and mortgage loans)

Expanded sales to improve products per household and increase mortgage portfolio

Developed and maintained relationship in the real estate community

Trained branch staff to increase mortgage referrals from branches EDUCATION

2007-2011 University of Phoenix Austin TX

Bachelor of Applied Science (B.A. Sc.), Management

Masters, Management

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