Keri Collie
Chilliwack,BC
Summary
Highly detail-oriented and professional Branch Manager successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Overview
25
25
years of professional experience
Work History
Branch Manager
Easyfinancial Services
08.2016 - Current
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Resolved various issues impacting sales management and business operations.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Financial Services Representative
Easyfinancial Services
04.2014 - 08.2016
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Developed and delivered financial presentations to drive client engagement.
- Processed loan applications
- Upsold customers on VAPs
Mortgage Lender
Prospera Credit Union
04.2013 - 04.2014
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Processed loan applications and monitored progress from start to finish.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Mutual Fund Representative
CIBC
06.2010 - 04.2013
- Investigated market changes and devised approaches to take advantage of emerging opportunities.
- Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.
- Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
- Assessed financial data and determined suitable actions for investments.
Blackjack Dealer
Gateway Casinos
06.2000 - 06.2010
- Inspected, shuffled and delivered cards to guests in play at gaming table.
- Learned and followed company procedures to maintain consistency and standards.
- Maintained fast game pace by handling chips, cards, money, and gaming equipment efficiently.
- Created enjoyable atmosphere for players by engaging patrons in positive and entertaining conversation.
- Promoted customer retention and satisfaction by greeting guests and encouraging fun gameplay environment.
- Adhered to all gaming regulations and procedures to maintain legal and ethical operation.
- Managed chips and money transactions with attention to detail to prevent fraud.
Education
No Degree - Mortgage Broker
UBC - Sauder Real Estate
Vancouver, BC04.2019
High School Diploma -
Hatzic Secondary School
Mission, BC06.1996
Skills
- Staff Management
- Active Listening
- Customer Service
- Complex Problem-Solving
- Staff Training
- Loans
- Collections
- Relationship Management
- Multitasking Abilities
Timeline
Branch Manager
Easyfinancial Services
08.2016 - Current
Financial Services Representative
Easyfinancial Services
04.2014 - 08.2016
Mortgage Lender
Prospera Credit Union
04.2013 - 04.2014
Mutual Fund Representative
CIBC
06.2010 - 04.2013
Blackjack Dealer
Gateway Casinos
06.2000 - 06.2010
No Degree - Mortgage Broker
UBC - Sauder Real Estate
High School Diploma -
Hatzic Secondary School
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