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PROFESSIONAL EXPERIENCE
-Present First Horizon National Corporation
First Horizon Home Loans, Irving TX
V.P. and Manager of National Delivery, – present
Analyzed corporate sales goals and determined distribution of such to sales staff for maximum revenue achievement. Provided reports on sales results and revenue growth to Senior Management. Hired, trained, coached and managed the national cross sell workforce, consisting of regional managers and cross sell specialists. Workforce consisted of as many as employees in states. Directly responsible for banking facilities in states. Responsible for oversight of cross-sell procedures, to include compliance, and systems used by cross-sell managers, cross-sell employees, and support staff in the National Delivery division. Developed, implemented and managed key performance indicators and performance management system related to the national cross-sell initiative. Reviewed and approved reward and recognition programs to determine most effective method of compensation for cross-sell employees. Coordinated with marketing managers to identify collateral and additional support materials needed for effective cross-selling.
First Horizon Financial Center, Addison Texas
Southern Region Cross Sell Coordinator, –
Coordinated and directed the offering of bank products through the mortgage origination channel. Conducted training of mortgage branch loan officers in the components of banking products. Monitored, tracked and reported the results of banking product sales and recommended areas for improvement. Processed new account documentation. Worked directly with customers to open new accounts, maintain existing accounts, and resolve issues. Managed Financial Center infrastructure including ATM and security system.
First Tennessee Bank, Knoxville Tennessee
Bank Branch Manager,
Managed and directed branch operations to ensure policies and procedures were followed, quality customer service was maintained, and revenue goals were achieved. Developed customer retention and business development plans to meet market potential and customer base of the branch. Evaluated the effectiveness of branch operations in all areas of sales, service, operations, and budget control. As Sales Management Leader, developed a team environment promoting maximum sales achievement of each individual in the branch. Evaluated the progress of each employee, communicating developmental needs to both the employee and management. Reviewed customer credit files and made loan decisions. Set the example of a positive, productive, highly motivated employee. Consistently ranked in the top % statewide in sales.
Assistant Branch Manager,
Monitored policies and procedures relating to branch operations, to include branch cash position, new account openings, check cashing approval, wire transfer authorizations, and audit compliance. Assisted in performance evaluations. Managed staffing and work schedules. Organized and conducted branch meetings.
Customer Service Representative,
Promoted and sold financial products and services. Prepared loan documents and finalized loan requests. Researched and resolved customer disputes.
Teller,
Processed banking transactions. Reconciled teller records. Assisted customers with questions, problems, and other service needs.
CORPORATE COMMITTEES and AWARDS
First Horizon Home Loans President Club
As a result of my contribution to the National Delivery Expansion initiative, awarded First Horizon Home Loans President Club trip and recognition in .
First Horizon Home Loan Corporation BRAVO System Rollout
Coordinated installation and provided field training and application start-up for BRAVO system. BRAVO is an application used at point of sale to set up and maintenance accounts.
First Tennessee Bank Television Commercial
Represented First Tennessee Bank as spokesperson for insurance and investment sales, appearing as the on-screen spokesperson in over televised commercial segments in Knoxville TN.
First Tennessee Bank President’s Club Member
Reviewed nominations of employees who demonstrated outstanding performance. Participated in selection of award recipients. Provided acknowledgment through quarterly awards for service, teamwork, and productivity.
First Tennessee Bank Job Definition Taskforce
Defined job responsibilities and accountabilities for newly developed teller/supervisor position. Defined and implemented the position of Branch Operations Manager.
First Tennessee Bank Low Value Household
Defined methodology and created action plan for increasing the profitability of low value households.
First Tennessee Bank CSR Training Focus Group
Developed training requirements for Customer Service Representatives to identify sales opportunities and maximize sales results.
First Tennessee Bank
Life Insurance Sales Leader for .
First Tennessee Bank
Top Sales performer in the state for .
EDUCATION and LICENSES
Pellissippi State Community College, Knoxville, Tennessee
American Institute of Banking Certificate, May,
Licensed Insurance Agent, State of Tennessee
Annuities and life insurance,
Series and Securities Licensure
Financial Planning Assistant