Cory Bogue
Gulfport
Summary
Financial professional with proven track record in strategic planning, budgeting, and financial analysis. Strong focus on team collaboration and delivering results, adapting to changing needs seamlessly. Skilled in financial reporting, risk management, and ensuring regulatory compliance. Known for reliability, leadership, and analytical thinking. Expertise in budget management, financial analysis, and team leadership.
Overview
11
11
years of professional experience
Work History
Loan Consultant
Auto Approve
05.2024 - Current
- Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
- Exceeded sales goals through proactive networking and lead generation initiatives.
- Interviewed prospective customers to discuss financial goals and means surrounding auto loans.
- Offered ancillary products to benefit the client and meet the company revenue goals.
- Optimized the use of CRM tools for efficient tracking of client interactions and loan pipeline management.
- Increased client retention rates by offering exceptional service and fostering strong relationships.
- Compiled documentation necessary to successfully fund over 50 loans per month.
- Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
- Negotiated favorable loan terms on behalf of clients, leveraging strong communication skills and industry expertise.
- Conducted comprehensive financial analyses to determine borrower eligibility for various loan programs.
- Reviewed customer applications closely to identify any opportunities for further development and revenue.
- Coordinated with various departments such as credit, legal, and operations to expedite loan closures efficiently.
- Achieved sales goals consistently by tenaciously pursuing new connections and loan opportunities.
- Enhanced customer satisfaction rates with timely responses to inquiries and thorough explanations of loan processes.
- Collaborated with team members to develop strategies for meeting sales targets consistently.
- Submitted loan applications to underwriter for verification and recommendations.
Market Manager
Woodforest Bank
07.2020 - 05.2024
- Increased market share by identifying and capitalizing on emerging market trends.
- Streamlined internal processes, enhancing operational efficiency and reducing costs.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Built brand awareness in local market and increased penetration with proactive strategies.
- Liaised between senior management and front-line team members to implement effective changes and revitalize market growth.
- Collaborated with other departments to ensure alignment of overall company goals with individual market objectives.
- Cultivated a high-performance culture within the team through motivational leadership techniques and ongoing skill development opportunities.
- Coached sales team members in effective selling strategies and closing techniques.
- Directed work of 100+ sales professionals at multiple offices across 10 locations.
- Analyzed competitor strategies and developed countermeasures to maintain a competitive advantage.
- Achieved consistent revenue growth with focused sales approaches targeting untapped demographic segments.
- Enhanced team skills and knowledge by providing ongoing training and development opportunities focused on emerging market trends.
- Fostered culture of innovation, encouraging team to propose and test new marketing approaches.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Prepared sales presentations for clients showing success and credibility of products.
Branch Manager
Woodforest Bank
07.2020 - 05.2024
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
- Complied with regulatory guidelines and requirements.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
Personal Banker
Wells Fargo
10.2019 - 07.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded client base by promoting new financial products.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
Branch Manager
Tower Loan
01.2015 - 10.2019
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Consulted customers to boost product sales and services.
- Examined customer loan applications for loan approvals and denials.
- Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
- Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
- Researched accounts and completed due diligence to resolve collection problems.
- Reviewed, researched, and corrected discrepancies and customer concerns.
- Improved overall collections efficiency by implementing strategic collection plans and processes.
- Oversaw daily posting of payments to customer accounts.
- Contacted customers to discuss late payments and options for remitting amounts due.
- Provided exceptional customer service throughout the collections process, addressing concerns promptly while upholding company values.
- Worked with legal resources and recovery teams to manage default issues.
- Established procedures for collection of past due amounts.
- Contacted customers to collect outstanding payments via one-time or negotiated installment methods.
- Developed customized payment plans for financially distressed customers, enabling successful debt recovery while maintaining customer satisfaction.
- Reduced delinquency rates with proactive account monitoring and timely communication.
- Supervised staff of collectors, monitoring phone calls and letters.
- Implemented efficient skip tracing techniques to locate hard-to-reach debtors and expedite the recovery process.
- Increased recoveries by negotiating favorable repayment terms for clients and customers.
- Trained and mentored new employees on collection methods, documentation requirements and performance strategies.
- Contacted clients with past-due payments and actively monitored payments due from clients.
Department Manager
TJX Companies
01.2014 - 01.2015
- Oversaw inventory management processes, maintaining optimal stock levels while minimizing waste and losses due to shrinkage or obsolescence.
- Collaborated with other departments to ensure seamless coordination in achieving company-wide objectives.
- Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
- Maintained a professional work environment by addressing conflicts proactively and fostering open communication among staff members.
- Established clear performance expectations for staff members which led to increased accountability.
- Evaluated employee performance fairly and accurately, rewarding hard work while addressing areas needing improvement.
- Implemented cross-training initiatives for employees, increasing overall departmental knowledge and versatility.
- Enhanced department efficiency by streamlining processes and implementing time-saving strategies.
- Optimized scheduling practices to ensure adequate staffing during peak business hours without sacrificing employee satisfaction or budgetary constraints.
- Led a team of professionals to consistently achieve or exceed performance targets.
- Provided ongoing staff development opportunities through training programs, workshops, and regular feedback sessions.
- Assisted in talent acquisition efforts, hiring top candidates to strengthen the department''s capabilities.
- Advised upper management on key decisions based on thorough analysis of sales trends, market conditions, and competitor activities.
Education
High School Diploma -
Stone High School
Wiggins, MS05-2015
Skills
- Loan structuring
- Risk evaluation
- Debt settlement
- Consumer lending
- CRM software proficiency
- Lead generation techniques
- Cross-selling tactics
- Campaign management
- New product launch
- Client relations
- Sales operations
- CRM management
- Branch operations management
- Customer relationships
- Excellent time management skills
Timeline
Loan Consultant
Auto Approve
05.2024 - Current
Market Manager
Woodforest Bank
07.2020 - 05.2024
Branch Manager
Woodforest Bank
07.2020 - 05.2024
Personal Banker
Wells Fargo
10.2019 - 07.2020
Branch Manager
Tower Loan
01.2015 - 10.2019
Department Manager
TJX Companies
01.2014 - 01.2015
High School Diploma -
Stone High School
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