Lisa Collymore
College Savannah, St. John,08
Summary
Dynamic leader with a proven track record, specializing in relationship building and strategic planning. Excelled in driving business growth, enhancing customer satisfaction, and developing high-performing teams through innovative strategies. Skilled in financial services and employee development, achieving significant advancements in operational performance and customer loyalty.
Overview
2
2
years of professional experience
Work History
Branch Manager
AffinityPlus Credit Union Ltd.
10.2022 - Current
- Analyze competitors and market trends to facilitate business growth.
- Create reports summarizing operational performance metrics for senior management review.
- Review loan applications to ensure accuracy and compliance with regulations.
- Develop strategies to increase customer satisfaction and loyalty.
- Manage and inspire team members to perform to their full potential, driving branch profitability.
- Prepare and compile policies and procedures to ensure effective day-to-day operations.
- Collaborate closely with team members to achieve project objectives, and meet deadlines.
- Organize professional development programs for employees at all levels of the organization.
Senior Loans Officer
AffinityPlus Credit Union Ltd.
- Assessed and sanctioned loan applications following set guidelines.
- Performed regular assessments of existing loans to confirm adherence with established policies.
- Managed pipeline for originated loans through closing and complete required management reports.
- Provided structure, guidance, and leadership to the loans team.
- Delivered credit-related training sessions.
Loans Officer
AffinityPlus Credit Union Ltd.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Provided customer service support throughout the entire process from application through closing.
- Verified accuracy of loan documents prior to approval.
- Evaluate loan applications to assess risk and ensure compliance with company policies.
- Assisted in the preparation of the monthly loans report.
Loans Clerk
AffinityPlus Credit Union Ltd.
- Processed loan applications for disbursement.
- Maintained client files and ensured compliance with lending regulations.
- Presented loan and repayment schedules to customers.
- Assisted in resolving customer complaints or disputes related to their accounts.
- Coordinated communication between loan officers, clients, and underwriting staff.
Accounts Clerk/Teller
AffinityPlus Credit Union Ltd.
- Performed daily reconciliations of the teller drawer cash within established limits.
- Identified opportunities to refer customers to other areas of the Credit Union for additional services.
- Explained account information to customers in detail as needed.
- Provided exceptional customer service while accurately processing routine transactions.
Education
Master of Science - Financial Management
University of The West Indies, Cave Hill Campus
Cave Hill, St. Michael02-2022
Bachelor of Science - Accounting & Finance
University of The West Indies, Cave Hill Campus
Cave Hill, St. Michael09-2013
Associate Degree - Business Studies
The Lodge School
Society, St. John01.2010
Skills
- Relationship building and management
- Sales professional
- Business development expertise
- Employee development
- Strategic planning
- Financial services
Accomplishments
- 2018 Top achieving Loans Officer - AffinityPlus Credit Union Limited
- Nominated for Employee of the Year 2019 – AffinityPlus Credit Union Limited
- Barbados National Table Tennis Player
Affiliations
- Member of the AffinityPlus Credit Union Christmas Party Planning Committee
- Pass member of the AffinityPlus Credit Union Staff Activities Committee
References
References available upon request.
Timeline
Branch Manager
AffinityPlus Credit Union Ltd.
10.2022 - Current
Senior Loans Officer
AffinityPlus Credit Union Ltd.
Loans Officer
AffinityPlus Credit Union Ltd.
Loans Clerk
AffinityPlus Credit Union Ltd.
Accounts Clerk/Teller
AffinityPlus Credit Union Ltd.
Master of Science - Financial Management
University of The West Indies, Cave Hill Campus
Bachelor of Science - Accounting & Finance
University of The West Indies, Cave Hill Campus
Associate Degree - Business Studies
The Lodge School
Similar Profiles
Karencathleen Gonzalez-AguilarKarencathleen Gonzalez-Aguilar
Member Service Representative at North Island Credit Union. This Credit UnionMember Service Representative at North Island Credit Union. This Credit Union
Jan SylvesterJan Sylvester
Senior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union LtdSenior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union Ltd
Briana DameBriana Dame
Customer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit UnionCustomer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit Union