Andrew Velarde
9231 S Shoshone Lake Dr,UT
Summary
Proactive Client Relationship Consultant with extensive experience in evaluating client needs, recommending tailored solutions, and managing client relationships. Expertise in cross-functional collaboration, strategic recommendations, and process improvement to drive revenue growth. Proven track record of delivering exceptional service and fostering long-lasting client partnerships.
Professional consultant with track record of providing valuable insights and strategic solutions to diverse clients. Adept at leveraging analytical skills and industry knowledge to drive impactful outcomes. Known for fostering team collaboration and adapting to dynamic environments, ensuring project success and client satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant
U.S. Bank
01.2022 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
- Assisted clients in navigating complex industry challenges with strategic recommendations.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
Mortgage Loan Officer
Diversified Financial Services
01.2021 - 12.2021
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Implementing effective time management techniques allowed me to consistently exceed monthly sales targets while maintaining high-quality customer service standards.
- Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
- Worked with underwriters to fix application problems and resolve issues.
Treasury Management Sales Consultant
U.S. Bank
01.2020 - 09.2020
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Followed up with existing customers to provide additional support and address concerns.
- Responded to telephone and in-person requests for information.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
- Maintained sense of urgency in answering customer questions and requests through email or voice messaging.
- Strengthened brand reputation by delivering superior customer experiences that fostered loyalty and repeat business.
- Met existing customers to review current services and expand sales opportunities.
Business Banking Specialist
U.S. Bank
08.2015 - 01.2020
- Met with customers to assess needs and propose customized solutions.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Structured and finalized secured and unsecured loans.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
- Worked closely with branch managers and staff to promote a culture focused on exceptional service delivery for business banking customers.
- Stayed up-to date with latest bank products and services for businesses.
- Streamlined loan application processes for faster approval rates and increased client retention.
- Trained junior team members on best practices related to business banking services and products.
- Identified opportunities for cross-selling other bank products and services, boosting overall revenue generation from business banking clients.
- Opened new accounts and made changes to existing accounts.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Helped customers prepare documents required to complete transactions and process requests.
- Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
- Supported tellers by processing transactions involving money orders, cashiers checks and payments.
- Networked to identify potential new clients and expand geographic territories.
Education
Bachelor of Science - Psychology
University of Utah
Salt Lake City, UT06-2014
Skills
- Problem-Solving
- Attention to Detail
- Team Leadership & Development
- Client Relationships
- Client Engagement
- Continuous Improvement
- Client rapport
Certification
Notary Public
NMLS
Ncino
Salesforce
CEI
Fusion
Timeline
Client Relationship Consultant
U.S. Bank
01.2022 - Current
Mortgage Loan Officer
Diversified Financial Services
01.2021 - 12.2021
Treasury Management Sales Consultant
U.S. Bank
01.2020 - 09.2020
Business Banking Specialist
U.S. Bank
08.2015 - 01.2020
Bachelor of Science - Psychology
University of Utah