Alexander Castillo
Nampa,Idaho
Summary
- Dedicated banking and Mortgage professional recognized for fostering trust and integrity while driving business growth. Proven ability to communicate effectively and build relationships, leading to accelerated career advancement. Exceptional attention to detail combined with a rapid learning curve ensures efficiency and accuracy in all tasks.
- Results-oriented Personal Financial Consultant with extensive experience in crafting tailored financial strategies that help clients meet their financial objectives. Proven ability to analyze investment opportunities and provide strategic guidance, complemented by strong knowledge of tax regulations and retirement planning. Committed to delivering personalized, impactful solutions that enhance client satisfaction and financial well-being.
Overview
14
14
years of professional experience
Work History
Relationship Banker
BMO Bank of Montreal
Nampa, Idaho
11.2024 - Current
- Facilitated consumer and business lending by reaching out to existing and potential customers through calls and emails within the BMO footprint.
- Facilitated effective lobby management addressing customer inquiries.
- Evaluate financial data to assess creditworthiness of potential mortgage borrowers.
Mid-Market Sales Representative
Better Business Bureau
Meridian, Idaho
05.2024 - 10.2024
- Work with midsize American businesses to help them drive growth by engaging with business leaders through calls, emails and social media, promoting the value of BBB accreditation
- Employ various sales channels, from outbound calls to online meetings and in person engagements, to connect with and convert prospects.
Senior Escalations Representative
Wells Fargo Bank
Boise, Idaho
01.2023 - 04.2024
- Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and nonregulatory flags and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards.
Account Manager
Acra Lending
Remote
03.2022 - 11.2022
- Manage a pipeline of non-QM loans for wholesale lender focused on purchase and refinance business for special asset-based loans
- I work closely with brokers and account executives in supplying great customer service in helping brokers closer loans with Acra Lending.
Account Manager
Stearns Lending
Remote
10.2020 - 03.2022
- Manager pipeline over 50 million of purchase and refinance mortgage loans for two Wholesale account executives
- I work closely with mortgage brokers in getting their closing disclosures out to their borrowers and scheduling the loans for closing.
Mortgage Loan Officer
Washington Federal Bank
Boise, Idaho
03.2019 - 09.2020
- Promote Washington Federal Loan product to Customer, Realtors and Builders
- Opens new accounts or products, and completes maintenance on existing accounts when necessary
- Assists with managing branch lobby by processing transactions and payments for clients and handing customer concerns.
Mortgage Loan Officer
Eagle Home Mortgage
Boise, Idaho
10.2017 - 02.2019
- Promote Eagle home Mortgage and Lennar Home through originating mortgage loan products such as FHA, conventional, Jumbo, and any other specialty loan products available to the consumer
- Assist customers with selecting the best mortgage product for them to achieve home ownership.
Home Mortgage Consultant
Wells Fargo
Rigby, Idaho
12.2016 - 09.2017
- Promote Wells Fargo mortgage products to realtors, builders, and potential clients
- Proficiency with mortgage products including FHA, Conventional, Jumbo, and specialty loans products
- Assist clients with problem solving to uncover the best mortgage product within their circumstances.
Assistant Branch Manager
US Bank
Rexburg, ID
04.2011 - 12.2016
- Oversees branch compliance to make sure branch employees have a thorough knowledge of audit procedures, practices, scenarios and that they are ready at all times for a branch audit to take place
- Audits new accounts and closed loans for compliance and ensures that they are in accordance with bank policy
- Contributes with the training of new employees and assists with coaching and performance for the branches overall success
- Motivates and teaches bankers how to be more successful in their respected role
- Encourages and coaches staff to provide great customer interactions and increase KDS performance
- Pulls reports and works closely with Branch Manager to understand and manage branch budget
- Assists with managing branch lobby by processing transactions and payments for clients and handing customer concerns
- Opens new accounts or products, and completes maintenance on existing accounts when necessary.
Education
Bachelors - Communication
Brigham Young University-Idaho
Rexburg, ID01.2010
Associates - Economics
College of Southern Idaho
Twin Falls, ID01.2007
Skills
- Personal Financial Consultation
- Financial Account Management
- Sales
- Customer Relations
- Efficiency
- Mortgage Processing
- Collaboration
- Conflict Resolution
- Home Refinance
- Business Loans
- Encompass
Achievements
- US Bank - Top Regional Performer 2012
- US Bank - Star of Excellence 2012
- US Bank - Star of Excellence 2013
Timeline
Relationship Banker
BMO Bank of Montreal
11.2024 - Current
Mid-Market Sales Representative
Better Business Bureau
05.2024 - 10.2024
Senior Escalations Representative
Wells Fargo Bank
01.2023 - 04.2024
Account Manager
Acra Lending
03.2022 - 11.2022
Account Manager
Stearns Lending
10.2020 - 03.2022
Mortgage Loan Officer
Washington Federal Bank
03.2019 - 09.2020
Mortgage Loan Officer
Eagle Home Mortgage
10.2017 - 02.2019
Home Mortgage Consultant
Wells Fargo
12.2016 - 09.2017
Assistant Branch Manager
US Bank
04.2011 - 12.2016
Bachelors - Communication
Brigham Young University-Idaho
Associates - Economics
College of Southern Idaho
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