Alfredo Marchan Flores
Salt Lake City,Ut
Summary
Looking for a position as a customer service representative where my well-honed customer service skills and finance background will be utilized to provide excellent support to customers.
Overview
13
13
years of professional experience
Work History
Pipeline Labor
Dc Welding and Construction
Heber, Ut
04.2024 - Current
- Prepared and laid out steel and poly pipes for welding, ensuring precise alignment and secure joints.
- Assisted in the assembly of fiberglass pipes, including unions and elbows, to meet project specifications.
- Operated heavy machinery, including backhoes and dozers, for site preparation and material transport.
- Executed trenching and excavation tasks to prepare sites for pipeline installation, adhering to safety protocols.
- Installed check valves, gaskets, and other components to ensure pipeline integrity and functionality.
- Maintained equipment and tools, ensuring they were in optimal working condition for daily operations.
- Collaborated with team members to complete projects efficiently, contributing to a positive work environment.
Home Equity Loan Coordinator
Mountain America FCU
Sandy, Ut
02.2023 - 04.2024
- Promote a positive attitude and provide exceptional customer service to customers and co-workers.
- Review initial credit application package and complete data entry into the Loan Origination System (LOS).
- Complete order out of services and communicate missing items to branch originators.
- Send initial disclosures to applicants.
- Perform all processing and communications tasks associated with Home Equity loans within all regulatory time constraints.
- Monitor files for completeness and submit to HELOC Analyst for underwriting once initial application setup and processing is complete.
- Organize loan files and maintain/update loan record status in Encompass on an ongoing basis.
- Assist HELOC Analysts in the review of credit applications as needed.
Financial Service Representative
Mountain America FCU
Salt Lake City, UT
07.2016 - 02.2023
- Provided quality services (AAA) to members and potential members.
- Follows-up members interactions with thank you notes and phone calls.
- Completed annual product knowledge, membership and loan training courses.
- Accurately and efficiently processes deposits, payments, withdrawals, cashed checks, etc. and perform miscellaneous operation duties in accordance with established policies and procedures.
- Balances cash drawer as required.
- Prepares and disburses loans within lending limits and credit union guidelines.
- Represented the credit union in a professional manner, both in dress and in actions.
- Complied with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FAC act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her positions.
- Reached out to the community though outbound phone calls and by attending SEG events.
Banker
Wells Fargo Bank
Sandy, UT
02.2014 - 07.2016
- Highly skilled in receiving and processing all banking transactions including; verifying transactions, checking and savings account withdrawals and deposits.
- In-depth knowledge of maintaining positive customer relations by means of proper handling of all transactions, in keeping with established procedures.
- Hands-on experience in exercising discretion, judgment, and proposal about transaction problems and inquiries.
- Able to give accurate and detailed information to bank clients.
- Demonstrated ability reply questions on Bank transaction services and procedures maintaining excellent customer relations constantly.
- Proven ability to direct customers to proper staff.
- Well versed in recognizing customers’ financial services requirements and cross sell services to meet those requirements.
- Excellent spoken and written communication skills.
- Dedicated and detailed—high level of accuracy and strong attention to detail.
Personal Banker
Convergys (US Bank)
Taylorsville, UT
09.2012 - 12.2013
- Handled inquiries and concerns in order to eliminate the need for clients to travel to the bank in person.
- Resolved issues that concerned customer deposits, withdrawals, transactions, problem solving or evaluating customers' eligibility and financial need for loans and grants.
- Provided high quality customer service by responding to telephone inquiries, requests and problems.
- Obtained a comprehensive knowledge of all bank products and services applicable to target customer segment as well as general U.S. Bancorp information required to answer customer questions.
Education
General Education -
Salt Lake Community College
Taylorsville, UT01.2012
High School Diploma -
Cyprus High School
Magna, UT01.2010
Skills
- Time Management
- Resolution and Problem Solving
- Bilingual Spanish
- Skilled in MS Word
- Skilled in Excel
- Skilled in Banking software
References
Available Upon Request
Timeline
Pipeline Labor
Dc Welding and Construction
04.2024 - Current
Home Equity Loan Coordinator
Mountain America FCU
02.2023 - 04.2024
Financial Service Representative
Mountain America FCU
07.2016 - 02.2023
Banker
Wells Fargo Bank
02.2014 - 07.2016
Personal Banker
Convergys (US Bank)
09.2012 - 12.2013
General Education -
Salt Lake Community College
High School Diploma -
Cyprus High School
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