Aracely Vargas
Avondale,AZ
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Committed to maintaining professional relationships to increase profitability and drive business results. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture.
Overview
7
7
years of professional experience
Work History
Mortgage Banker Assistant
BOK Financial Mortgage
11.2020 - 06.2022
- Assist mortgage loan officer with the process of residential loan applications.
- Work together with group of peers and assist with marketing and training strategies for the team.
- Communicate with realtors and title/escrow companies to ensure and meet loan date lines.
- Create and maintain a monthly/quarterly mortgage loan pipeline.
- Ensure order outs such as appraisal and title are complete in a timely manner.
- Communicate with underwriters and loan processors for loan updates.
- Provide loan updates to borrowers to ensure excellent customer service.
Team Lead
BOK Financial
03.2019 - 11.2020
- Trained new team members by relaying information on company procedures and safety requirements.
- Coached team members in techniques necessary to complete job tasks.
- Worked different stations to provide optimal coverage and meet production goals.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Oversee the operations of a branch.
- Complete all assigned responsibilities for ensuring satisfactory audit compliance.
Sr. Relationship Banker
BOK Financial
03.2018 - 03.2019
- Completed call center customer service representative training.
- Participated in initiating call center customer service representative program within all branches for AZ market as part of all personal banker job duties.
- Helped and assist with training and coaching fellow peers with scripts and tools necessary for job.
Sr. Relationship Banker
BOK Financial
02.2017 - 03.2019
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Open and close cash registers, performing tasks as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.
- Complete require training and assist with coaching to fellow peers.
- Vault custodian, which includes balancing, teller cash exchange and ordering cash as needed for the branch.
- Provide clients with accurate business and personal account opening.
- Assist clients with consumer and business lending.
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
- Educated customers on online banking and mobile banking applications.
Sr. Relationship Manager
Bank Of America
01.2015 - 02.2017
- Researched current trends to identify prospective customers and determine specific needs.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Worked with clients to address and respond to client and partnership management issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Assist clients in the opening of new business and personal accounts.
- Utilize cross-sell opportunities to maximize clients return to the bank.
Education
High School Diploma -
John C. Fremont High School, Los Angeles, CA
Los Angeles, CA05.1994
Skills
- Comparing Products
- Reviewing Documents
- Reading Comprehension
- NMLS Registration
- Sales Development
- Wire Transfer
- Credit Check Knowledge
- Customer Inquiries
- Loan Application Management
- Operational Improvements
- Serve Customer Needs
- Bilingual
- multitasking
- Leadership Skills
- Team Work
- Time Management
Timeline
Mortgage Banker Assistant
BOK Financial Mortgage
11.2020 - 06.2022
Team Lead
BOK Financial
03.2019 - 11.2020
Sr. Relationship Banker
BOK Financial
03.2018 - 03.2019
Sr. Relationship Banker
BOK Financial
02.2017 - 03.2019
Sr. Relationship Manager
Bank Of America
01.2015 - 02.2017
High School Diploma -
John C. Fremont High School, Los Angeles, CA