Teri Longoria
McAllen
Summary
I am a dedicated sales person with over twenty years of one on one sales experience and over a decade of management experience. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
21
21
years of professional experience
Work History
Business Specialist
Lone Star National Bank
08.2024 - Current
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained customer records and updated account information.
Branch Banker
PNC Bank
01.2024 - 08.2024
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Helped customers prepare documents required to complete transactions and process requests.
- Supported tellers by processing transactions involving money orders, cashiers checks and payments.
- Presented products and services to customers using in-depth knowledge to answer questions.
Mortgage Consultant Safe Tele Sales
Wells Fargo Home Mortgage
10.2020 - 01.2024
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Assisted customers with completing loan applications and other paperwork.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Monitored pipelines to track and log status of loans.
- Developed and maintained relationships with customers, lenders and other third parties.
- Negotiated loan terms and conditions with customers to secure best deal.
- Consistently exceeded sales goals.
Mortgage Consultant Junior
Wells Fargo Home Mortgage
06.2019 - 10.2020
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Reviewed loan files and updated to match current standards.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Negotiated loan terms and conditions with clients to maximize profitability.
Personal Banker
Wells Fargo Bank, N.A.
08.2014 - 06.2019
- Cross-sold bank products and services to meet customer needs and provide options.
- Expanded client base by promoting new financial products.
- Followed up with customers to gather feedback and provide additional assistance.
- Notary and Business Banking.
- Established rapport with new clients to increase satisfaction and loyalty.
Office Manager
Advance Battery
08.2012 - 08.2014
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Closely monitored accounts to post timely payments and resolve billing discrepancies.
- Reached out to vendors and customers to verify information and follow up on client issues.
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
Operations Manager
The Men's Wearhouse
03.2004 - 05.2011
- Managed sales and operations for retail store and tuxedo rental department.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Led hiring and recruitment, onboarding and training of new hires to fulfill business requirements.
- Attended industry events and conventions to promote brand and impact sales.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Education
High School Diploma -
West Oso High School
Corpus Christi, TXTexas A&I Kingsville
Kingsville, TXSkills
- Financial Product Knowledge
- Management
- Training and Development
- Sales and Cross Selling
- Computer Skills, Data Entry and Record Management
- Relationship Building and Management
- Retail Operations
- Business Banking
- Loan origination
Timeline
Business Specialist
Lone Star National Bank
08.2024 - Current
Branch Banker
PNC Bank
01.2024 - 08.2024
Mortgage Consultant Safe Tele Sales
Wells Fargo Home Mortgage
10.2020 - 01.2024
Mortgage Consultant Junior
Wells Fargo Home Mortgage
06.2019 - 10.2020
Personal Banker
Wells Fargo Bank, N.A.
08.2014 - 06.2019
Office Manager
Advance Battery
08.2012 - 08.2014
Operations Manager
The Men's Wearhouse
03.2004 - 05.2011
High School Diploma -
West Oso High School
Texas A&I Kingsville
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