Summary
Overview
Work History
Education
Skills
Timeline
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Julie Goodsell

Spring Hope,NC

Summary

Dynamic Branch Manager with a proven track record at Lendmark Financial, excelling in operations management and customer service. Skilled in financial analysis and decision-making, I enhanced branch performance and customer satisfaction through strategic planning and team development. Committed to compliance and fostering strong customer relationships, I drive results and exceed objectives.

Professional with strong background in branch management. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams.

Overview

11
11
years of professional experience

Work History

Branch Manager II

Lendmark Financial
06.2019 - Current
  • Assisted in daily operations, ensuring compliance with company policies and procedures.
  • Supported team members in achieving branch objectives through effective communication and collaboration.
  • Learned operational systems and tools to streamline branch processes and enhance efficiency.
  • Handled customer inquiries and resolved issues, contributing to a positive branch experience.
  • Participated in staff training sessions to enhance knowledge of products and services offered.
  • 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.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Complied with regulatory guidelines and requirements.
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.

Branch Manager

Century Finance
03.2015 - 06.2019
  • Led branch operations, ensuring compliance with company policies and regulatory requirements.
  • Developed and implemented strategic plans to enhance customer service and satisfaction levels.
  • Managed team performance through coaching, training, and performance evaluations.
  • Analyzed financial reports to identify areas for cost reduction and revenue growth opportunities.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Examined customer loan applications for loan approvals and denials.
  • Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.

Education

Some College (No Degree) - Business, Computer Technology

Nash Community College
Rocky Mount NC

High School Diploma -

NEW Christian Academy
Sharpsburg, NC
06-1982

Skills

  • Branch operations management
  • Customer service
  • Customer relationships
  • Excellent time management skills
  • Attention to detail
  • Excellent work ethic
  • Verbal/written communication
  • Decision-making
  • Business development
  • Account review
  • Goals and performance
  • Documentation
  • Loans
  • Financial advising
  • Financial analysis

Timeline

Branch Manager II

Lendmark Financial
06.2019 - Current

Branch Manager

Century Finance
03.2015 - 06.2019

Some College (No Degree) - Business, Computer Technology

Nash Community College

High School Diploma -

NEW Christian Academy

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Julie Goodsell