Neil Davidson

• Collaborated with new and existing staff to return branch to operational compliance.
• Assisted in training new staff on customer service protocols, operational standards and system operations.
• Implemented operational changes to improve customer service and branch operation.
• Engaged with customers to resolve inquiries and improve satisfaction levels.
• Monitored compliance with policies and procedures to ensure operational integrity.
• Adapted quickly to changing priorities in a fast-paced branch environment.
• LED and implemented team meetings to identify areas for process improvement and workflow optimization.
• Employed technology tools to streamline administrative tasks and enhance reporting accuracy.
• Managed daily operations while maintaining a high level of efficiency, productivity, and customer service.

Managed and implemented operational controls to return branch to audit compliance.

Develop staff to identify referral opportunities to business partners.

Originated over $2M in consumer loans annually..

Assisted in branch achieving a variety of sales and operational goals.

Development and compliance of annual branch operating budget.

Led growth of branch deposit and loan portfolio as a producing branch manager.

Achieved recognition as a branch manager as a member of President’s Club for operational and sales excellence 4 times.

Obtained various levels of recognition for sales of investment and insurance products in 12 different years as a member of The Medallion Club.

Represented the bank on various community service boards.

Developed and ensured ongoing compliance with branch operating budget.

Worked directly with customers identifying and establishing appropriate products and services.

Originated over $2M in consumer loans annually.

Originated over $1M in investments in a variety of products annually

Referrals to appropriate business partners to further enhance customer relationships.

Development of consumer loan portfolio through relationships with local home improvement businesses.

Worked directly with customers to determine appropriate loan products to meet their specific needs

Development and ongoing compliance with annual branch goal and operating budget.

Managed daily operation of chargeback accounting and operational exception staff of 25.

Ensured all transactions completed within Visa and Mastercard operational guidelines and timeframe.

Presented operating model to potential financial institutions for partnership.

Developed all operating procedure for a variety of credit card operations.

Ensured compliance with Visa and Mastercard operating procedures.

Implemented standardized training for all staff.

Developed and ensured compliance with departmental operations budget.

Managed daily operations of a $4M consumer finance company branch.

Developed and ensured ongoing compliance with operational procedures.

Assisted with and approved all consumer loan applications.

Ensured compliance with fair debt collection act.