Andre Gonzalez
San Diego,CA
Overview
8
8
years of professional experience
Work History
Member Service Representative II
SchoolsFirst Federal Credit Union
11.2022 - Current
- Assessed financial products, analyzed financial statement, and made data-driven recommendations.
- Proficiency in managing and analyzing customer data, transaction records, and financial metrics
- Experience in preparing financial reports and dashboards for management
- Assisted members with correcting accounts, service, and system issues by educating them on required forms and technical processes
- Managed budget of $500,000 for branch operations, ensuring compliance with financial regulations and optimizing resource allocation
- Developed and maintained financial reports using Excel and banking software, improving data accuracy and reducing reporting time by 15%
- Analyzed customer financial data to identify trends and provide actionable insights, leading to a 10% increase in loan approvals
Small Business Banker
Wells Fargo
07.2018 - 09.2022
- Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
- Partnered with credit analysts to assess the creditworthiness of potential borrowers and ensure adherence to underwriting guidelines.
- Developed a reputation as a trusted advisor by consistently exceeding customer expectations and providing sound financial guidance tailored to each client''s unique needs.
- Conducted thorough due diligence on prospective borrowers by analyzing their financial documents, collateral assessments, and risk profiles.
Temporary Computer Repair Assistant
Central Union High School
02.2017 - 09.2017
- Assist in the installation and maintenance of printers, computers, and network systems
- Provided scheduled maintenance on district-owned computer equipment
- Assisted system users in resolving software, printer, and computer and network problems
- Assisted in the maintenance and inventory of all district computer hardware and software
- Performed quality assurance testing of new computer systems and software
- Performed complex analysis of systems and procedures
- Participate in the review and definitions of problems with emphasis on networking and personal computers
- Tested software, making necessary revisions and corrections to ensure dependable results
- Operate, control, and installed computer equipment along with auxiliary and peripheral components per standard and operating procedures
- Assisted the district in troubleshooting data communication problems.
Education
Bachelor of Science - Computer Science
National University
La Jolla, CA06.2027
San Diego Mesa College
San Diego, CA08.2025
High School Diploma -
Central Union High School
El Centro, CA01.2015
Imperial Valley Regional Occupational Program
01.2015
Skills
- Fluent Bilingual - Spanish
- Typing 71 wp
- Financial Analysis
- Budget Management
- Regulatory Compliance
- Data Management
- Testing and Debugging
- Software/Hardware Troubleshooting
- Hardware Installation
- Data Migration
- Tech Support
- MS Office Suite
Timeline
Member Service Representative II
SchoolsFirst Federal Credit Union
11.2022 - Current
Small Business Banker
Wells Fargo
07.2018 - 09.2022
Temporary Computer Repair Assistant
Central Union High School
02.2017 - 09.2017
Bachelor of Science - Computer Science
National University
San Diego Mesa College
High School Diploma -
Central Union High School
Imperial Valley Regional Occupational Program