Overview
Work History
Education
Skills
Timeline
Generic

Margaret Buchanan

Greenville

Overview

13
13
years of professional experience

Work History

Branch Manager

Neighborhood Loans
01.2021 - Current
  • Supported staff training initiatives to enhance customer service skills and operational efficiency.
  • Maintained accurate financial records, contributing to budget management and reporting processes.
  • Collaborated with team members to resolve customer inquiries and improve satisfaction levels.
  • Engaged in community outreach efforts, promoting branch services to foster local relationships.
  • Implemented administrative processes to streamline workflows and enhance overall productivity.
  • Monitored compliance with safety regulations, promoting a safe working environment for all staff.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
  • Complied with regulatory guidelines and requirements.
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
  • Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.

Sales Manager

Homebridge Financial
07.2019 - 12.2020
  • Developed and implemented strategic sales plans to enhance market penetration.
  • Led team training sessions to improve product knowledge and customer engagement techniques.
  • Analyzed sales data to identify trends, optimizing pricing strategies and promotional efforts.
  • Fostered relationships with key clients, enhancing customer loyalty and retention rates.
  • Collaborated with marketing to create targeted campaigns that increased lead generation effectiveness.
  • Mentored junior sales staff, promoting professional growth and skill development within the team.
  • Streamlined reporting processes, improving accuracy of sales forecasts and performance metrics.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
  • Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
  • Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
  • Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
  • Attended industry events and conventions to expain sales opportunities.
  • Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
  • Organized promotional events and interacted with community to increase sales volume.
  • Communicated product quality and market comparisons by creating sales presentations.

Production Manager

New American Funding
05.2017 - 07.2019
  • Oversaw daily production operations, ensuring adherence to quality and safety standards.
  • Streamlined workflow processes to enhance efficiency and reduce bottlenecks in production lines.
  • Led cross-functional teams in implementing best practices for operational excellence and productivity improvement.
  • Developed training programs for new staff, fostering skill development and enhancing team performance.
  • Collaborated with upper management to align production goals with organizational objectives and market demands.
  • Facilitated regular team meetings to communicate updates, address challenges, and promote a culture of accountability.
  • Resolved issues quickly to maintain productivity goals.
  • Managed multiple projects concurrently, ensuring timely completion and meeting budget constraints.
  • Increased overall productivity by identifying bottlenecks in the production process and proposing effective solutions.
  • Oversaw quality control efforts, maintaining strict adherence to industry standards and regulatory requirements while achieving high levels of customer satisfaction.
  • Reviewed work for quality and compliance with company standards and design specifications.
  • Managed internal operational standards and productivity targets.
  • Created streamlined production schedules and collaborated with production employees to communicate objectives and goals.
  • Developed a comprehensive training program for new hires, resulting in higher employee retention rates and faster integration into the team.
  • Mentored junior staff members on best practices in production management, cultivating a skilled workforce capable of tackling complex challenges headon.
  • Fostered culture of continuous improvement, encouraging innovation and problem-solving among team members.
  • Oversaw daily production operations, ensuring compliance with quality standards and safety protocols.

Underwriting Manager

Citibank
08.2012 - 12.2016
  • Managed underwriting processes to ensure compliance with company policies and regulatory standards.
  • Developed training programs for team members, enhancing knowledge of risk assessment tools.
  • Analyzed complex financial data to support informed decision-making in credit approvals.
  • Collaborated with cross-functional teams to streamline workflows and improve turnaround times.
  • Led initiatives focused on reducing operational risks and enhancing underwriting accuracy.
  • Mentored junior underwriters, fostering professional development and improving team performance.
  • Implemented new technology solutions to automate documentation processes and enhance efficiency.
  • Conducted regular audits of underwriting files to ensure adherence to best practices and quality control measures.
  • Ensured efficient workflow management by establishing clear priorities and monitoring progress regularly.
  • Proactively identified areas for process improvement within the department, implementing changes that led to increased efficiency across teams.
  • Improved underwriting performance by streamlining processes and implementing best practices.
  • Mentored junior underwriters in best practices, contributing to their professional development within the organization.
  • Enhanced risk assessment accuracy through thorough research and data analysis.
  • Reviewed policy applications thoroughly, ensuring accurate evaluation of risks in alignment with established guidelines.
  • Conducted regular performance reviews for team members, fostering professional growth and promoting a culture of continuous improvement.
  • Managed a high-performing team of underwriters, providing guidance and support to ensure consistent results.
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
  • Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
  • Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.

Education

Communications

Concordia University
Irvine, CA

Skills

  • Branch operations management
  • Excellent time management skills
  • Coaching and mentoring
  • Team supervision
  • Relationship building and management
  • Client relationship management
  • Operations and project management
  • Training and development
  • Process improvement
  • Business development
  • Strategic planning
  • Financial services
  • Operational reports
  • Marketing
  • Risk analysis
  • Regulatory compliance
  • Financial analysis
  • Investment guidance
  • Event planning
  • Security and safety protocols
  • Federal regulations
  • Reliable

Timeline

Branch Manager

Neighborhood Loans
01.2021 - Current

Sales Manager

Homebridge Financial
07.2019 - 12.2020

Production Manager

New American Funding
05.2017 - 07.2019

Underwriting Manager

Citibank
08.2012 - 12.2016

Communications

Concordia University

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Margaret Buchanan