Heather Randall

Experience

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  Wells Fargo

  Feb 2001 - Jul 2008

  I was responsible for the complete management of the branch including the following Operating lossesSalesStaffing and scheduling04/2006 to 07/2008NIAT and income financialsWorked with local community organizationsIncreased overall annual sales 110% by incorporating several quality process improvements within the branch. Oversaw a branch team consisting of over 6 customer service representatives and 3 personal bankers.Submitted loan applications to loan underwriter for verification and recommendation.Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.Reviewed and edited loan agreements to ensure accuracy.Maintained confidentiality of bank records and client information. Show less Assessed clients' financial situations to develop strategic financial planning solutions.Collaborated with the compliance department to eliminate procedural errors and margin breaks.Reconciled debit reports, margin reports and trade settlement reports to reach in-house goals and objectives. Trained and directed new hires during department orientations.Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.Executed wire transfers, stop payments and account transfers.Exceeded quarterly sales goals by 20%.Coordinated daily cash reconciliation at a high-volume location.Scheduled staffing for the main branch. Show less Assist customers with customer service issues, opened new accounts and cross sold products to fit the customer*s needs.Worked with local colleges and business to set up offsite and coordinated functions.Participated in the Chamber of Commerce and local community organizations to promote Wells Fargo.Lead deployment groups to increase sales, service and community involvement.Did outbound calling for sales and service.I attended several award trips for being a top performing banker in the DFW market and in Texas. I was consistently in the top 10% for the market for sales and service.Maintained friendly and professional customer interactions. Show less Assessed clients' financial situations to develop strategic financial planning solutions.Answered an average of 250 calls per day by addressing customer inquiries, solving problems and providing new product information.Described product to customers and accurately explained details.Answered product questions with up-to-date knowledge of sales and store promotions.Scored in top 10% of employees in successful resolution of issuesEnsured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.Helped drive sales goals and achieve monthly quotas. Show less

  • Branch Manager

    Apr 2006 - Jul 2008

  • Service Manager

    Oct 2005 - Apr 2006

  • Personal Banker

    Jul 2003 - Oct 2005

  • Phone Banker

    Feb 2001 - Jul 2003
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  Klement Dodge

  Jul 2010 - Dec 2014

  Finance Director

  Was responsible for obtaining the financing for customers, working hand in hand with lenders negotiating fees and rate. I cross sell warranties, several insurances, and other vehicle protection packages. I handle all cancelations and department reports. I support the sales floor and help obtain commitments. I complete all customer follow ups.

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  HR Mortgage Group

  Jan 2015 - Jan 2017

  Mortgage Loan Officer

  I secure mortgage loans for home owners, I work hand in hand with lenders to negotiate the terms and conditions of the loans. I find the loans and programs to help our customer be successful in home buying process. I am a consultant for the customer through the entire process to ensure everything runs smoothy.

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  RANGER FIRE, INC.

  Jan 2017 - now

  Division Manager