Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Alexis Vargas

Layton,UT

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure the position. Ready to help team achieve company goals.

Overview

9
9
years of professional experience

Work History

Self Employed

Self-employed
12.2022 - Current
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Prepared bank deposits and handled business sales, returns and transaction reports.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.

Loan Officer

NEXA Mortgage LLC
06.2022 - 12.2022
    • Developed strong relationships with customers through high levels of customer service.
    • Assisted customers in understanding loan terms and conditions to make informed decisions.
    • Originated, reviewed, processed, closed, and administered customer loan proposals.
    • Submitted loan applications to underwriter for verification and recommendations.
    • Maintained strict confidentiality of bank records and client information.
    • Collaborated with other departments to promptly process loan applications.

Loan Officer

Superior Lending Associates, L.C.
10.2021 - 06.2022
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Examined customer loan applications for loan approvals and denials.
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.

Loan Officer

RanLife Home Loans
11.2019 - 10.2021
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.
  • Monitored performance of existing loan portfolios to identify and address any issues.
  • Utilized risk management strategies to attain high loan approval rates.

Insurance Agent

Farmers Insurance And Financial Services
05.2018 - 11.2019
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Universal Banker

Bank of the West
06.2017 - 05.2018
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.

Personal Banker

Bank of Chile
11.2015 - 08.2016
  • Evaluates Customer's Personal Bank History to determine eligibility for loans
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.

Retail Manager

Faenadora Cisne Austral Ltda.
12.2014 - 06.2015
  • Promoted to Retail Manager after two months working as first line operator
  • Exhibited excellent people skills during interaction with employees and customers.
  • Completed daily paperwork and computer entry of sales data as established by management.
  • Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.

Education

BACHELOR OF BUSINESS ADMINISTRATION - Finance

Technological University of Chile, INACAP
Coyhaique, Aysen, Chile
12.2015

Skills

  • Advance Knowledge in Office Word, Excel, Outlook
  • Accounting
  • GL (General Ledger)
  • General Accounting Systems
  • Ap (Accounts Payable)
  • GAAP (Generally Accepted Accounting Principles)
  • Financial Statements
  • Bank Reconciliation
  • Account Reconciliations
  • Credit Analysis
  • Frauds
  • Detail oriented
  • Excellent Communication

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Self Employed

Self-employed
12.2022 - Current

Loan Officer

NEXA Mortgage LLC
06.2022 - 12.2022

Loan Officer

Superior Lending Associates, L.C.
10.2021 - 06.2022

Loan Officer

RanLife Home Loans
11.2019 - 10.2021

Insurance Agent

Farmers Insurance And Financial Services
05.2018 - 11.2019

Universal Banker

Bank of the West
06.2017 - 05.2018

Personal Banker

Bank of Chile
11.2015 - 08.2016

Retail Manager

Faenadora Cisne Austral Ltda.
12.2014 - 06.2015

BACHELOR OF BUSINESS ADMINISTRATION - Finance

Technological University of Chile, INACAP
Alexis Vargas