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, CASkills
- 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