Aaron Kaplan
Laguna Niguel,CA
Summary
Talented sales and service professional with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
16
16
years of professional experience
Work History
Private Mortgage Banker
Wells Fargo Private Bank
09.2016 - Current
- Profiling cliental to discover individual needs to place them in the correct product.
- Maintained affluent client relationship as well as center of influence relationship, for seamless customer experience.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Helped people reach their financial objectives by taking accountability and seeing the customer through the process, asking confirming questions, and placing myself in their shoes.
- Developed and maintained relationships with customers, lenders and other third parties.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Relationship Manager
Wells Fargo Bank, N.A.
10.2010 - 09.2016
- Served both existing and new customers, establishing strong foundation for lifelong clients
- In top 2% of Relationship Managers in company with production from 2013-2016.
- Referred over 10 Million dollars in booked assets to Wells Fargo Advisors/Wells Fargo Private bank in 2012, 2013, 2014, and 2015
- Retention of current clientele by setting unmatchable customer experience
- Through discovery, was able to ascertain customer's current and future financial needs, allowing me to recommend correct product and/or partner
- Nominated as business champion after taking 3 months' worth of goals and completing them in 3 weeks time
- Mentored Teller line; imparted product knowledge and customer cues to tellers so that they could uncover opportunities to assist customers reach their financial goals.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Relationship Banker
Wells Fargo Bank, N.A.
07.2010 - 10.2010
- Among the top 2% bankers in California in new checking account acquisition
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Analyzed customers' financial information to deliver personalized account guidance.
- Able to match customer cues and needs with confirming questions, allowing me to uncover financial solutions for the customer during the time span of a regular Teller interaction.
- Cultivated strong customer relationships by providing tailored advice and services.
Service Manager
Wells Fargo Bank, N.A.
11.2007 - 04.2010
- Served in a coaching and operational capacity, overseeing the teller line and bank operations.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Personally Nominated by Regional President as a “Buddy Banker”to go to Houston, Texas to train Wachovia team members on utilization of all Wells Fargo systems and recourses as well as convert the Wachovia Bank Branches into Wells Fargo Bank Branches
- In charge of all scheduling for the teller team
- In my role as a service manager, I was able to ensure every teller on my team exceeded their quarterly referral goal
- Number 1 out of all service managers and lead tellers in the region (over 60 Wells Fargo Branches)
- Awarded the “Operational Integrity Excellence” award for perfect balancing and doing quality work
- Implemented proper use of policies and procedures, to protect the Teller line from adverse situations
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
- Hired, trained and supervised team of service staff members to meet business goals.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Leveraged data and analytics to make informed decisions and drive business improvements.
Education
Saddleback Community College
Skills
- Relationship Management
- Team Building
- Customer Service
- Problem Solving
- Leadership
- Management
- Build Customer Relationships
- CRM Tracking
- Complex Problem-Solving
- Internal Controls and Reporting Systems
- Risk Mitigation Strategies
Timeline
Private Mortgage Banker
Wells Fargo Private Bank
09.2016 - Current
Relationship Manager
Wells Fargo Bank, N.A.
10.2010 - 09.2016
Relationship Banker
Wells Fargo Bank, N.A.
07.2010 - 10.2010
Service Manager
Wells Fargo Bank, N.A.
11.2007 - 04.2010
Saddleback Community College