ALONZO HARRIS
Pittsburgh
Summary
Results-driven management professional with extensive experience in leading branch operations and maximizing efficiency. Known for fostering collaborative work environment and achieving high-performance results. Reliable and adaptable, with excellent skills in leadership, marketing, financial services, and client relations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Branch Manager
West Capital Lending
10.2025 - Current
- Led branch operations to ensure compliance with lending regulations and internal policies.
- Developed strategic business plans to drive growth and enhance customer engagement.
- Managed team performance through coaching, mentoring, and regular feedback sessions.
- Optimized loan processing workflows to improve efficiency and reduce turnaround times.
Financial Advisor
Edward Jones
11.2022 - 10.2025
- Optimize investment strategies for $27M AUM across 200 households by leveraging market trends and advanced analytics to drive substantial portfolio growth.
- Prospect new clients, expanding business growth and fostering financial security.
- Develop financial plans for individuals and businesses, ensuring tailored investment strategies.
- Developed personalized financial plans for clients, aligning strategies with individual goals and risk tolerance.
- Analyzed market trends to provide timely investment advice, enhancing client portfolio performance.
Director of Digital Marketing
Red Tree Mortgage
07.2021 - 02.2025
- Developed client acquisition strategies, boosting sales to $22.1M annually.
- Led a team of loan officers to achieve top producer status.
- Implemented digital marketing tactics for measurable client growth.
- Enhanced team performance through strategic leadership.
Mortgage Loan Officer - Lead
Red Tree Mortgage
01.2020 - 02.2025
- Led a successful call center of mortgage loan officers.
- Coached housing applicants on credit and facilitated successful residential loan closures.
- Managed borrower interactions while ensuring compliance with lending standards.
- Increased loan closure rate through effective team collaboration and support.
Mortgage Analyst - Loan Officer
Reliance First Capital, LLC
08.2018 - 02.2025
- Analyzed mortgage applications ensuring compliance with federal and state regulations.
- Improved loan approval efficiency through detailed financial assessments.
- Collaborated with clients to identify optimal mortgage solutions.
- Resolved complex mortgage issues, enhancing client satisfaction.
- Utilized analytical skills to support informed decision-making in loan processing.
Education
Bachelor of Science - COMMUNICATIONS MEDIA
Indiana University of Pennsylvania-Main Campus
Indiana, PA12.2014
Skills
- Digital Marketing
- Portfolio Optimization
- Client Acquisition
- Sales Strategy
- Team Building
- Performance Metrics
- Trend Analysis
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
Certification
- Series 66
- Series 7
- Securities Industry Essentials
- Licensed MLO: PA, Al, CO, KS, ME, MN, MS, VA
- PA Health & Life Insurance
Timeline
Branch Manager
West Capital Lending
10.2025 - Current
Financial Advisor
Edward Jones
11.2022 - 10.2025
Director of Digital Marketing
Red Tree Mortgage
07.2021 - 02.2025
Mortgage Loan Officer - Lead
Red Tree Mortgage
01.2020 - 02.2025
Mortgage Analyst - Loan Officer
Reliance First Capital, LLC
08.2018 - 02.2025
Bachelor of Science - COMMUNICATIONS MEDIA
Indiana University of Pennsylvania-Main Campus