Versatile Relationship Manager with Cash & Sales Expertise

Lisa Folsom, Relationship Manager

Northport, ****6, AL, 205-***-****, *******@*****.***

SUMMARY Dynamic Relationship Manager with over 10 years of leadership experience in customer-focused roles. Proven track record of driving customer engagement and satisfaction through effective operational management and targeted marketing strategies. Achieved consistent quarterly bonuses by optimizing branch performance in the financial sector. Strong expertise in training personnel and fostering client relationships. Committed to leveraging skills to enhance customer relationship management and contribute to team success. WORK EXPERIENCE

10/2014 – Present Manager, Oink Incorporated Northport Oversaw daily store operations, ensuring efficiency and customer satisfaction.

Recruited and trained store personnel to deliver exceptional service. Enhanced customer engagement through targeted marketing strategies, catering services, and effective inventory management. 05/2011 – 08/2013 Assistant Manager, Townsend Food Group Tuscaloosa Contributed to the Front of House management team by enhancing operational workflows.

Managed cash handling and customer service functions, ensuring adherence to established policies.

Coordinated crew scheduling and provided training to uphold high service standards.

05/2007 – 07/2009 Secretary/Sales, Direct Finance Auto Sales Tuscaloosa Handled accounts payable and receivable with precision. Processed credit applications, contracts, and title applications to streamline operation.

Provided outstanding customer service to foster client relationships and sales growth.

03/2003 – 05/2007 Mortgage Originator, Mortgage Originator Tuscaloosa Proactively sourced mortgage leads from local real estate companies, personal networks, courthouse records, and referrals. Secured documentation and information essential for mortgage loan approvals.

Managed various loan types, including conventional, government, and private investor lenders.

Supervised the loan process from initial application to final closing. 01/1992 – 03/2003 Manager, American General Finance Inc. Tuscaloosa Directed daily operations for branch administration to optimize performance.

Provided leadership and training support to branch staff to enhance team effectiveness.

Maintained profit margins and performance goals, consistently achieving quarterly bonuses for the branch.

Engaged in consumer, retail, and mortgage lending activities. Managed inside and outside adjustment calls, repossessions, and legal processes.

EDUCATION

1983 – 1985 National Career Collage

Associates, Legal Secretarial

Tuscaloosa

1988 – 1990 National Career Collage

Associates, Fashion Merchandising

Tuscaloosa AL

SKILLS customer service logistics

daily operations office management

personnel management sales

marketing lending

collection of accounts cash handling

inventory banking

credit applications Management

Leadership Training

Financial Analysis Credit Underwriting

Business Development Administrative

Compliance Relationship Management

In-Market Experience Economics

Communication

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