Angel Oquendo
Dallas,TX
Summary
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Relationship Banker
FAIRWINDS Credit Union
09.2019 - Current
- Delivered exceptional customer service by building trusted relationships and providing personalized financial solutions to meet member needs.
- Assisted with loan processing and compliance by collecting, verifying, and submitting documentation for personal and business loan applications in accordance with regulatory and institutional policies.
- Performed preliminary credit evaluations and guided members in selecting suitable lending products aligned with financial goals and credit profiles.
- Ensured adherence to regulations including TILA, ECOA, and BSA throughout all stages of the lending process.
- Collaborated with underwriting and operations teams to resolve documentation issues, expedite approvals, and facilitate timely closings.
- Consistently met or exceeded individual and branch performance targets in lending, sales, and service metrics.
- Provided training and compliance-focused support to new team members, reinforcing high standards of service and accuracy.
Operations Manager
Nautica - SPARC Group
04.2016 - 09.2021
- Provided best in class services in a high volume environment
- Oversaw daily operations to ensure efficient workflow and adherence to safety standards.
- Managed inventory control processes, optimizing stock levels and reducing waste.
- Collaborated with cross-functional teams to streamline procedures and enhance productivity.
- Implemented training programs for staff, improving operational knowledge and performance.
- Solely responsible of implementation and creation of operational efficiencies within location.
Education
Associate in Arts Degree -
Valencia College
Orlando, FLHigh School Diploma - undefined
University High School
Orlando, FLSkills
- Client Relationship Management
- Financial Compliance
- Banking Platforms: Fiserv, Meridian, Co-Pilot
- Microsoft Office Suite: Word, Excel, Outlook
- Bilingual: Fluent in English and Spanish
- Relationship building and management
- Sales expertise
- Cash handling
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
FAIRWINDS Credit Union
09.2019 - Current
Operations Manager
Nautica - SPARC Group
04.2016 - 09.2021
High School Diploma - undefined
University High School
Associate in Arts Degree -
Valencia College
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