Results-oriented professional with extensive experience in financial services and staff leadership. Skilled in guiding teams to deliver exceptional client experiences and ensuring compliance with company standards. Committed to driving branch performance and fostering a culture of continuous improvement.
Overview
3
3
years of professional experience
Work History
Branch Manager
World Finance
Duluth
08.2023 - Current
Guided team members in customer service best practices to enhance client interactions.
Trained staff on financial products, improving knowledge and service quality.
Lead daily branch operations, including customer service, task delegation, and staff mentoring, ensuring smooth service delivery and compliance with company standards.
Served and supported thousands of customers monthly in financial advising, tax preparation, and credit improvement strategies, significantly contributing to branch performance and customer retention.
Managed loan applications, delinquency recovery, and insurance claim processing, improving customer engagement, and boosting product adoption across multiple service lines.
Receptionist (Internship)
KYCO Optometry
Pikeville
09.2022 - 05.2023
Supported administrative operations for 13 optometrists by scheduling appointments, processing referrals, and verifying insurance eligibility to ensure efficient and professional patient care.
Greeted patients and visitors warmly upon arrival at KYCO Optometry.
Scheduled appointments efficiently using the clinic's scheduling software.
Managed incoming calls and directed inquiries to appropriate staff members.
Assisted patients with insurance verification and billing questions.
Ensured a clean and welcoming reception area for all visitors and patients.
Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
Body Weld Assembly (Temp)
Toyota Georgetown Assembly Plant
Georgetown
05.2022 - 08.2022
Operated welding equipment to assemble automotive body components, contributing directly to the daily production of vehicles at Toyota’s flagship plant.
Met strict daily production quotas as part of a high-performance assembly line, ensuring quality and efficiency in accordance with manufacturing standards.
Rotated across multiple weld stations to provide manpower where needed, demonstrating adaptability and commitment to continuous production flow.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Education
Bachelor’s - Business Administration, Healthcare Management, Communication
University of Pikeville
Pikeville, KY
05-2023
High School -
Lawrence County High School
Louisa, KY
05-2019
Skills
Customer Service
Client Relations
Staff Leadership
Team Mentoring
Financial Service
Oral Communication
Written Communication
Healthcare Administration
Scheduling
Insurance Verification
Adaptability
Professional Work Ethic
Compliance adherence
Financial advising
Staff supervision
Timeline
Branch Manager
World Finance
08.2023 - Current
Receptionist (Internship)
KYCO Optometry
09.2022 - 05.2023
Body Weld Assembly (Temp)
Toyota Georgetown Assembly Plant
05.2022 - 08.2022
Bachelor’s - Business Administration, Healthcare Management, Communication