ALYSHA LOPEZ
Boca Raton,FL
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
Regions Bank
10.2022 - 09.2024
- Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
- Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
- Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types
- Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
- Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions
- Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
Senior Loan Officer
First Guaranty Mortgage Corp.
12.2020 - 09.2022
- Originated, reviewed, processed, closed, and administered customer loan applications
- Maintained strict confidentiality of bank records and client information
- Utilized risk management strategies to attain high loan approval rates
- Developed strong relationships with customers through high levels of customer service.
- Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
- Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
- Mentored junior loan officers, sharing expertise and knowledge to improve overall team performance.
- Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
Loan Officer
Freedom Mortgage
05.2018 - 12.2020
- Reviewed loan applicants' credit histories, financial statements, and other financial information/assets.
- Originated, reviewed, processed, closed, and administered/closed customer loan applications.
- Negotiated loan terms and conditions with customers to secure the best deal.
- Monitored pipelines to track the status of loans and follow up with clients.
- Maintained strict confidentiality of bank records and client information.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Education
Bachelors in Business -
Keiser University
Fort Lauderdale, FL02.2018
High School -
Coral Glades High
Coral Springs, FL06.2014
Skills
- Branch operations
- Cash handling expertise
- Credit analysis
- Teller Support
- Sales proficiency
- Customer Service-Oriented
- Loan Origination
- Banking
- Documentation Review
- Bilingual in Spanish
- Data Entry
- Teamwork and Collaboration
- Attention to Detail
Certification
NMLS
Personal Information
Title: Senior Banker
Timeline
Senior Relationship Banker
Regions Bank
10.2022 - 09.2024
Senior Loan Officer
First Guaranty Mortgage Corp.
12.2020 - 09.2022
Loan Officer
Freedom Mortgage
05.2018 - 12.2020
Bachelors in Business -
Keiser University
High School -
Coral Glades High