Conne-Lynn Patterson
SENIOR MANAGEMENT
View Royal,British Columbia
Summary
Dedicated business professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Experienced manager with over 23 years of experience in the financial industry. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
21
21
years of professional experience
Work History
Lending Specialist 3
Fairstone
Victoria, BC
06.2021 - Current
- Identified issues, analyzed information and provided solutions to problems.
- Adhered to social distancing protocols and wore mask or face shield.
- Increased customer satisfaction by resolving issues.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Prepared variety of different written communications, reports and documents.
- Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
- Cross-trained existing employees to maximize team agility and performance.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Implemented project management techniques to overcome obstacles and increase team productivity.
Branch Manager
Fairstone
Victoria, BC
10.2012 - Current
- Boosted sales and customer loyalty through incentive programs.
- Consulted customers to boost product sales and services.
- Engaged employees in business processes with positive motivational techniques.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Examined customer loan applications for loan approvals and denials.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Identified partnership opportunities and established favorable business connections.
- Assessed employee performance and developed improvement plans.
- Generated financial and operational reports to assist management with business strategy.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies.
Branch Manager
Wells Fargo
Courtenay, BC
05.2001 - 05.2011
- Forecasted trends and recommended improvements based on financial risk analyses.
- Boosted sales and customer loyalty through incentive programs.
- Consulted customers to boost product sales and services.
- Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
- Engaged employees in business processes with positive motivational techniques.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Examined customer loan applications for loan approvals and denials.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Implemented service improvements to enhance sales cycle.
- Launched new training program to boost employee skills and staff retention rate.
- Developed and delivered polished sales presentations in order to highlight product and service quality.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Identified partnership opportunities and established favorable business connections.
- Assessed employee performance and developed improvement plans.
- Generated financial and operational reports to assist management with business strategy.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Resolved various issues impacting sales management and business operations.
- Reduced process bottlenecks by training and coaching employees on practices, procedures and performance strategies.
- Gathered and reviewed customer feedback to improve operations.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Maintained friendly and professional customer interactions.
- Complied with regulatory guidelines and requirements.
Education
Diploma -
OFFICE ADMINISTRATION
Winnipeg, MBGraduate Certificate -
Core Sales Training
Graduate Certificate -
Sales Management Preparation Program
Graduate Certificate -
Assistant Branch Management Readiness Program
Graduate Certificate -
Branch Management Readiness Program
High School Diploma -
Father McDonald High School
Ville St. Laurent QC06.1978
Skills
- Flexible and Adaptable
- Multitasking Abilities
- Analytical and Critical Thinking
- Planning and Coordination
- Interpersonal Communication
- Organization and Time Management
- Written Communication
- Attention to Detail
- Teamwork and Collaboration
- Dependable and Responsible
- MS Office
- Teambuilding
- Decision-Making
- Active Listening
- Excellent Communication
- Problem-Solving
- Self-Motivated
- Data Entry
Timeline
Lending Specialist 3
Fairstone
06.2021 - Current
Branch Manager
Fairstone
10.2012 - Current
Branch Manager
Wells Fargo
05.2001 - 05.2011
Diploma -
OFFICE ADMINISTRATION
Graduate Certificate -
Core Sales Training
Graduate Certificate -
Sales Management Preparation Program
Graduate Certificate -
Assistant Branch Management Readiness Program
Graduate Certificate -
Branch Management Readiness Program
High School Diploma -
Father McDonald High School