Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Alba Roldan

Kissimmee

Summary

Dynamic Program Coordinator with a proven track record at Horne, excelling in quality assurance and compliance. Skilled in risk mitigation and conflict resolution, I led initiatives that reduced error rates by 25%. Adept at training teams and enhancing workflows, I am committed to delivering exceptional client service and operational excellence.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Program Coordinator

Horne
09.2023 - 04.2025
  • Communicated with clients and applicants to ensure accurate application processing and resolution of issues.

QC Analyst

Horne
03.2022 - 09.2023
  • Supervised quality assurance procedures to maintain audit-readiness and adherence to federal guidelines.
  • Led quality control initiatives by conducting audits and reviews of case files, reducing error rates by 25%.
  • Trained and mentored new team members and specialists on eligibility and documentation standards.
  • Created process documentation and dashboards for leadership reporting and performance tracking.

Eligibility Specialist

Horne
04.2021 - 03.2022
  • Managed program delivery, compliance, ano eligibility assessments for state-funded relief programs.
  • Coordinated across cross-functional teams to improve workflows, increase program efficiency, and resolve escalations.

Personal and Business Banker

Wells Fargo & Company
09.2013 - 04.2021
  • Delivered personalized financial solutions to individual and small business clients, achieving consistent sales and service targets.
  • Advised clients on financial planning, credit options, and banking products including lines of credit, business accounts, and merchant services.
  • Built strong client relationships through regular portfolio reviews and needs-based conversations.
  • Partnered with branch management to coordinate community outreach and small business development programs.
  • Managed business banking accounts with a focus on risk mitigation and compliance with regulatory standards.
  • Trained junior bankers and provided guidance on complex customer scenarios and financial transactions.
  • Played a key role in branch operations, fraud prevention, and audit preparation.

Financial Services Representative

SunTrust Banks Inc
01.2013 - 09.2013
  • Assisted clients with personal banking services, cross-selling financial products based on needs assessment.
  • Handled complex account maintenance, loan applications, and dispute resolutions with accuracy and professionalism.
  • Consistently ranked in top tier for client satisfaction and service metrics.
  • Supported branch operations, including audit readiness and compliance adherence.
  • Collaborated with team members to meet daily service goals and resolve customer concerns promptly.
  • Ensured privacy and security of client data in accordance with federal and company guidelines.

Teller

Bank of America, NA
01.2011 - 01.2013
  • Processed customer transactions efficiently, maintaining accuracy and security.
  • Promoted and referred bank products, contributing to branch sales goals.
  • Delivered friendly, personalized service to increase customer loyalty and retention.
  • Identified sales opportunities and referred clients to personal bankers for advanced financial services.
  • Handled cash drawer with zero discrepancies, following strict internal controls.
  • Supported branch operations including balancing vaults and assisting with daily reconciliations.
  • Educated clients on digital banking tools and resources to enhance their experience.

Education

Bachelor Of Administration - Business Administration And Management

Florida International University
Miami, FL
06.2017

Skills

  • Customer Relationship Management (CRM)
  • Retail & Business Banking
  • Financial Advising
  • Cash Handling & Balancing
  • Risk Mitigation
  • Regulatory Compliance (BSA, AML, KYC)
  • Sales & Cross-Selling
  • Account Management
  • Program Coordination
  • Quality Assurance / Quality Control (QA/QC)
  • Data Analysis & Reporting
  • Documentation Review
  • Process Improvement
  • Fraud Prevention
  • Eligibility Review
  • Conflict Resolution
  • Team Training & Leadership
  • Government Compliance
  • Public Assistance
  • Policy Interpretation
  • Customer service
  • Case Management

Certification

Google Project Management Certification

Languages

Spanish
Native or Bilingual

Timeline

Program Coordinator

Horne
09.2023 - 04.2025

QC Analyst

Horne
03.2022 - 09.2023

Eligibility Specialist

Horne
04.2021 - 03.2022

Personal and Business Banker

Wells Fargo & Company
09.2013 - 04.2021

Financial Services Representative

SunTrust Banks Inc
01.2013 - 09.2013

Teller

Bank of America, NA
01.2011 - 01.2013

Bachelor Of Administration - Business Administration And Management

Florida International University
Alba Roldan