Elsa Lopez
Round Lake Beach
Summary
Branch Manager with proven expertise in financial services, specializing in branch operations and product promotion. Achieved significant profitability improvements through strategic program development and sales initiatives. Strong leadership skills enhance team collaboration and ensure adherence to banking regulations. Committed to driving results and elevating customer service standards while effectively managing teams.
Overview
20
20
years of professional experience
Work History
Digital Marketing
Freelance
Round Lake
09.2023 - Current
- Executed digital marketing campaign calendar utilizing automation platforms.
- Monitored industry trends to deliver current insights on digital marketing tactics.
- Conducted research on emerging trends in digital marketing and communications.
- Maintained expertise in contemporary digital marketing practices and methodologies.
Insurance Agent
Federal Life Insurance
Lincolnshire
07.2017 - 06.2018
- Developed tailored insurance plans to meet specific client needs.
- Conducted thorough policy reviews to ensure compliance with industry standards.
- Educated clients on coverage options and benefits of diverse policies.
- Collaborated with underwriters to assess risk and establish policy terms.
- Processed claims efficiently while upholding client confidentiality.
- Prepared essential documents including applications, endorsements, and renewals as required by law.
- Conducted telephone appointments with prospective clients to establish rapport and promote insurance services.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
Branch Manager
Springleaf Financial Services
Mchenry
03.2010 - 06.2017
- Reviewed specialty loan portfolio for compliance with reporting requirements.
- Recruited and trained new branch employees, improving team performance.
- Implemented annual performance appraisals to assess staff effectiveness.
- Maintained daily loan applicant database to ensure accurate records.
- Educated customers on loan products, insurance options, and credit solutions.
- Processed cash, checks, and vouchers while reconciling bank transactions.
- Originated over $150,000 in personal volume through networking and marketing efforts.
- Directed daily operations of branch, encompassing customer service and sales activities.
Assistant Manager
Jimenez Landscaping Inc.
Mchenry
06.2005 - 03.2010
- Performed field audits on wide variety of clientele using Quick Books System.
- Improved accuracy of payroll journal entries by developing and implementing a payroll reconciliation tool.
- Managed payroll and time and attendance systems.
- On boarded new employees in the time reporting and payroll systems.
- Prepared purchase orders and expense reports.
- Prepared and maintained support documentation.
Education
High School Diploma -
Mchenry East High School
Mchenry, IlAssociate Degree -
College of Lake
Grayslake, ILSkills
- Goal-oriented mindset
- Effective communication
- Staff training and development
- Complex problem solving
- Digital marketing
- Content creation
- Interpersonal skills
- Team leadership
- Multitasking proficiency
- Spanish fluency
- Performance appraisals
- Staff recruitment
- Operations management
- Team building
Accomplishments
- Successfully grew business by meeting with local dealers and merchants and created business referrals.
- Originated over $150,000 in personal volume through professional networking, loan reviews and marketing.
- Earned the 'Ruby merit life Award' for leading in earning commissions selling credit and non-credit life insurance products each year.
References
Upon Request
Languages
Spanish
Full Professional
Timeline
Digital Marketing
Freelance
09.2023 - Current
Insurance Agent
Federal Life Insurance
07.2017 - 06.2018
Branch Manager
Springleaf Financial Services
03.2010 - 06.2017
Assistant Manager
Jimenez Landscaping Inc.
06.2005 - 03.2010
High School Diploma -
Mchenry East High School
Associate Degree -
College of Lake