Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Samantha Cross

Samantha Cross

Dallas

Summary

Seasoned professional with 15+ years of experience across retail management, mortgage banking, and business development. Recognized for building strong client relationships, driving sales growth, and leading high-performing teams. Adept at developing staff, improving operations, and implementing compliance-driven processes. Passionate about delivering results, developing people, and contributing to organizational success.

Overview

18
18
years of professional experience

Work History

Post Mortgage Secondary Specialist

Cadence Bank
01.2020 - Current
  • Audit loan closing files to ensure compliance with FNMA and investor requirements.
  • Compare executed loan documents against preliminary records in Encompass to ensure accuracy.
  • Partner with processors, closers, and title companies to resolve discrepancies.
  • Track and review final title policies for accuracy; resolve exceptions.
  • Support managers with projects and cross-train in servicing functions.
  • Complete post-closing funding processes and file delivery.

Business Development Officer

Cornerstone Bank
07.2018 - 01.2020
  • Managed and grew client portfolios, resulting in a 20% increase in new accounts.
  • Identified cross-selling opportunities across branches, increasing cross-sales by 15%.
  • Trained retail staff on products and service delivery, improving customer satisfaction.
  • Represented the bank at industry events, expanding market visibility and attracting clients.
  • Maintained CRM system to track client engagement and follow-ups.

Small Business Specialist

Wells Fargo Bank
11.2013 - 07.2018
  • Consulted with high-value clients to align financial products with business needs, increasing revenue by 20%.
  • Exceeded quarterly sales and service goals consistently, achieving 27% revenue growth.
  • Built strong client relationships through proactive service and referrals, generating new business.
  • Partnered with managers on banker training to improve team performance.

Store Manager

Claire’s Store Inc.
05.2007 - 11.2013
  • Managed inventory control processes, optimizing stock levels and reducing shrinkage rates.
  • Trained and developed team members, fostering a collaborative and motivated work environment.
  • Drove sales growth through upselling, promotions, and effective visual merchandising.
  • Ensured compliance with company policies, loss prevention standards, and inventory control.
  • Consistently exceeded sales goals, contributing to year-over-year revenue growth.
  • Oversaw daily store operations, ensuring high standards of customer service and product presentation.
  • Supervised, trained, and developed a team of 10+ employees, focusing on sales performance and customer engagement.
  • Approved regular payroll submissions for employees.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.

Education

Business Administration - Management & Marketing

Bauder College
Atlanta, GA

Skills

  • Leadership & Team Development
  • Retail Operations & Sales Coaching
  • Client Relationship Management
  • Mortgage Banking Compliance
  • Business Development Strategies
  • Process Improvement & Risk Mitigation
  • Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams)
  • Google Workspace
  • Management collaboration
  • Advanced communication
  • Expert problem solving
  • Documentation management
  • Analytical thinking
  • Coaching and mentoring
  • Written communication
  • Task prioritization
  • Relationship building

Timeline

Post Mortgage Secondary Specialist

Cadence Bank
01.2020 - Current

Business Development Officer

Cornerstone Bank
07.2018 - 01.2020

Small Business Specialist

Wells Fargo Bank
11.2013 - 07.2018

Store Manager

Claire’s Store Inc.
05.2007 - 11.2013

Business Administration - Management & Marketing

Bauder College
Samantha Cross