Accomplished Banking Professional with 36 years of experience in Southeast Louisiana banking market, including ten years as Tuition Loan Operations Manager overseeing $100mm in loans and deposits for private schools. Achieved results through strong team collaboration, effective communication, and problem-solving skills. Delivered value by adapting to changing needs and maintaining a focus on integrity and determination.
Work History
Public Tag Agent/Notary
10 Months
ABC Title | 09.2025 - Current
Assisted customers with processing motor vehicle titles and registrations and issuing driver’s licenses or IDs.
De-escalated and resolved customer complaints with punctual, polite and professional service.
Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
Relationship Banker II
1 Year 9 Months
Regions Bank | 11.2023 - 08.2025
Assisted customers face to face or by phone in identifying financial needs and providing tailored guidance. Educated and advised customers on Regions’ consumer and business products and services, including all loan and deposit types to enhance their financial decisions. Referred customers to an internal team of experts.
Cultivated and maintained client relationships to enhance customer loyalty and satisfaction.
Executed daily banking operations, ensuring compliance with policies and procedures.
Tuition Loan Operations Manager/Assistant Vice President
10 Years 5 Months
First Bank and Trust | 06.2012 - 11.2022
Oversaw operations of First Bank and Trust Tuition Department, including Tuition Call Center and Tuition Collection Team, managing $60 million in deposits and $40 million in tuition loans for private schools in LA, MS, and FL. Designed and implemented payment portal for school admins to approve loans and retrieve reports, enabling clients to apply and pay for tuition loans and incidentals. Coordinated staff, delegated tasks, and monitored workflow to enhance operational efficiency.
Oversaw daily loan operations, ensuring compliance with regulatory standards and internal policies.
Led cross-functional teams to streamline loan processing workflows and enhance operational efficiency.
Coordinated with external vendors to optimize loan servicing systems, enhancing overall functionality and user experience.
Mentored junior staff on best practices in loan operations, fostering a culture of continuous improvement and excellence.
Effectively managed a diverse portfolio of loans, ensuring timely processing while maintaining strict compliance with all applicable regulations and guidelines.
Private Banking Relationship Manager/Relationship Support Manager/Banking Officer
12 Years 6 Months
First Bank and Trust | 12.1999 - 06.2012
Developed and managed upscale customers’ deposits and loan accounts overseeing $40mm+ relationships. Analyzed financial data to assess creditworthiness for new loans, facilitating informed lending decisions. Monitored loan repayment activities and updated loan files, ensuring accuracy of financial information. Opened and monitored deposit accounts. Managed office assistants for lenders, processed reports, created schedules, and ordered supplies.
Education
BS - General Studies: Minor Psychology
Southern New Hampshire University | Online | 01-2026
Expected: Dec 2026
GPA: 4.0
Business Administration - Business Administration
University of New Orleans | New Orleans | 05-1987
Transferred: May 1987
Business Administration - Business Administration and Management
Louisiana State University | Baton Rouge | 09-1985
Transferred: Fall 1985
Skills
Active Listening
Time Management
Organization
Adaptability
Leadership
Teamwork
Motor Vehicle Regulations
Client Relations
Relationship building
Customer service
Teamwork
Time Management
Planning skills
Organization
Complaint resolution
Adaptability
Professional communication
Document Preparation
Collaboration
Prioritization
Multitasking Abilities
Certification
Notary Public
Timeline
Public Tag Agent/Notary
ABC Title
09.2025 - CurrentRead More
Relationship Banker II
Regions Bank
11.2023 - 08.2025Read More
Tuition Loan Operations Manager/Assistant Vice President
First Bank and Trust
06.2012 - 11.2022Read More
Private Banking Relationship Manager/Relationship Support Manager/Banking Officer
First Bank and Trust
12.1999 - 06.2012Read More
Louisiana State University
Business Administration from Business Administration and Management
Read More
University of New Orleans
Business Administration from Business Administration