Andrea Guerrero
Round Rock,TX
Summary
Dedicated Assistant Branch Manager bringing demonstrated success in cultivating account retention and client satisfaction. Well-versed in loan application review and financial product advisement.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager I
Regional Finance
04.2023 - Current
- Enhance customer satisfaction by providing exceptional service and addressing concerns promptly.
- Grow the branch's net new money by an average of $50,000 a month by meeting monthly goal for loans closed
- Sell a variety of finance products such as Auto Loans, Life Insurance, AH insurance, IUI insurance, among others
- Make an average of 100 outbound calls a day to customers, and take an average of 30 inbound calls a day to collect payments and solicit products
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Support the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
ADMINISTRATIVE ASSISTANT/ACCOUNTANT
PADILLA CARRIERS, LLC.
10.2020 - 02.2022
- Provide administrative support to a 50-person distribution company
- Manage the organization of the accounting and transportation department by condensing debts of clients and operators, making payments, and keeping budgets
- Follow up with outstanding debts of an average of $200 per day
- Manage an internal audit in order to keep up to date the company’s expenses, losses, and profits.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
MARKETING INTERN
USMILLENNIALS
06.2020 - 08.2020
- Implemented Marketing skills learned throughout the internship to create ten effective organic ad sets for USMillennials’ social media using the VRIN score
- Earned a Google Digital Marketing certificate and completed Facebook’s Essential Guide to Ads.
Education
BUSINESS ADMINISTRATION WITH CONCENTRATION IN MARKETING -
Texas A&M International University
Laredo12.2020
Skills
- Loan Application Evaluation
- Account Retention
- Relationship Building and Management
- Manage delinquency
Affiliations
- Plant lover
- True cime
- Coffee enthusiast
nominations
2014, Global Young Leaders Conference: Becoming Leaders of Change- Global Scholar
Languages
Spanish
Native or Bilingual
Certification
Google- Digital Marketing & Analytics
Timeline
Assistant Branch Manager I
Regional Finance
04.2023 - Current
ADMINISTRATIVE ASSISTANT/ACCOUNTANT
PADILLA CARRIERS, LLC.
10.2020 - 02.2022
MARKETING INTERN
USMILLENNIALS
06.2020 - 08.2020
BUSINESS ADMINISTRATION WITH CONCENTRATION IN MARKETING -
Texas A&M International University