ARIEL LEWIS PASSAFIUME
Tolleson
Summary
To obtain an employment opportunity in a growth oriented company with a challenging career.
Overview
13
13
years of professional experience
Work History
Premier Elite Relationship Manager
AssetMark
Phoenix
05.2025 - Current
- Managed a book of 65 financial advisors with $25M–$49M AUM each, totaling $1,428,978,069.55 in AUM.
- Drove advisor engagement and retention through 30+ daily touchpoints via calls, emails, and virtual meetings.
- Served as primary relationship manager, providing proactive, phone-based support and full ownership of advisor requests.
- Identified upsell and cross-sell opportunities using Salesforce and partnered with Sales Consultants to support advisor growth.
- Collaborated with Operations and Service teams on account transitions, escalations, and process improvements.
- Resolved service issues efficiently, set clear expectations, and helped mitigate firm risk while maintaining advisor trust.
OVERSIGHT OPERATIONAL EXCELLENCE SPECIALIST III
UPGRADE INC.
10.2023 - 04.2025
- Responsible for supporting Oversight functions including Quality Control, Quality Assurance, Complaint Management, and Service Center teams.
- Led execution of roadmap initiatives to drive automation and improve workflow efficiency.
- Conducted data analysis and reporting to identify trends and support decision-making.
- Acted as liaison between Oversight and key stakeholders to ensure alignment and communication.
- Maintained a coaching model and provided closed-loop feedback based on observation and trend analysis.
- Closed operational gaps and developed streamlined processes to enhance Oversight support.
- Documented internal procedures for consistency and ease of use.
- Managed internal resources and documentation.
- Performed internal audits and provided training on audit processes to ensure quality and compliance.
SUPERVISOR-BANKING OPERATIONS
UPGRADE INC.
08.2022 - 10.2023
- Assist in the day to day operations of the banking programs team, as a subject matter expert and point of contact for specialist inquiries.
- A key contributor in the improvement of training and development by assessing new hires performances and reinforcing expectations set by leadership.
- Share knowledge with the rest of the floor to improve team-performance and reinforce best practices.
- Reinforce superior quality assurance results and provide real-time coaching for the agents.
- Assist supervisors with complex tasks that include, but are not limited to customer escalations and SLA report reviews, as well as workflow and queue monitoring.
- Actively participate in department projects.
- Support all other ongoing responsibilities assigned to the Banking Programs team.
TEAM LEAD BANKING OPERATIONS
UPGRADE INC.
03.2022 - 08.2022
- Support existing customer's questions, and respond via phone, email and chat.
- Support product rollouts and take initiative which includes contributing to the development of new processes and procedures.
- Accurate review, processing and decision related to critical programs across multiple systems and products (E.g. Rewards Checking, Mobile Check Deposit, Debit Cards, etc.).
- Balance between customer communication (phone/chat/email) and system-based processing (estimated 75/25 split between communication time and processing time in the system).
- Provide excellent customer service in all customer interactions.
- Support operational policy and procedures by identifying and recommending improvements and updates to content.
- Support all other ongoing responsibilities assigned to the Business Program team.
DIRECT LOAN SPECIALIST II
CREDIT UNION WEST
03.2021 - 03.2022
- Provides high quality service by ensuring promptness and accuracy for loan processing and fund disbursements, while identifying and recommending additional member's benefits needed.
- Preparation of loan applications for credit approval and disburse approved loans.
- Preparing all documents necessary to close consumer-related account loans.
- Deliver loan documentation, distribute load to branches and coordinate closing with branch personnel.
- Reviews, documents, and finalizes loan closing for indirect loans initiated at all approved indirect point-of-sale locations.
- Communicate with related-team member and applicants to explain credit decisions and obtain additional loan information and documentation.
- Prepares application/presents loan requests to lenders for loan decisions.
PERSONAL BANKER
WELLS FARGO
08.2014 - 02.2021
- Risk and Procedure overlay, engaging customers in conversations, proactively helping customers meet their financial needs, build customer relationships, share digital options to make banking easier for customers, help customers succeed financially, following policies and procedures to minimize risk, process transactions accurately and efficiently, maintain cash drawer, taking in and giving out cash and balancing, daily securing closing branch procedures, and being an overall team player.
MOBILE CONSULTANT/COPY CENTER ASSOCIATE/CASHIER
STAPLES
10.2012 - 08.2014
- Representative for Verizon, T-Mobile, and AT&T carriers, completing customer contracts and warranties, pulling products from inventory, maintaining strong knowledge of all products, accessories, pricing plans, promotions, and service features, keeping up to current competitive offers, cashier, office supply inventory, produce quality finished products and establish an opportunity to build future business with customers, possess extensive knowledge of the product assortments available to customers and advise the customer on the offers.
- (Equipment: Wide Format Printer, Color & Black and White Printer, Laminator, Facsimile, Flatbed Scanner, and create custom stamps and custom prints).
Education
Cerritos Community College -
Cerritos Community College
05.2014
General Education -
Santa Fe High School
06.2012
Skills
- Loan Underwriting Guidelines & Principles
- Loan Procedures
- Experience of Financial Products
- Data Entry
- Customer Service
- Sales
- Clerical Duties
- Inventory accountability
- Courtesy
- Tact
- Diplomacy
- Word
- Excel
- PowerPoint
- Google Suite
- Genesy's
- Cos
- VQ
- Adobe Publisher
- Photoshop
- Episys Quest
- Mortgage Flex
- Synapsys Live
- Outlook
- Acrobat
- POS System
- SVT
- SVP
- Oracle
- Copier
- Scanner
- Facsimile
Volunteer Experience
- Volunteer Office Clerk, Property Insight, 01/01/08, 05/01/08, Coding invoices, Filing, Data entry, Faxing, Scanning documents, Mail distribution
- Volunteer Dance Instructor - Special Needs, Santa Fe High, 01/01/08, 05/01/08, Tend to special needs children from ages 14-18 years old, Arrange group dance activities for the children
- Volunteer Assistant, Harbor Christian Church, 03/01/12, 05/01/12, Assisted with video media for church, Assisted with child care
References
Upon request
Job Training And Activities
- ROP Computer Course and CPR Certified
- Dance and Academic Mentor
Equipment
- Copier
- Scanner
- Facsimile
Timeline
Premier Elite Relationship Manager
AssetMark
05.2025 - Current
OVERSIGHT OPERATIONAL EXCELLENCE SPECIALIST III
UPGRADE INC.
10.2023 - 04.2025
SUPERVISOR-BANKING OPERATIONS
UPGRADE INC.
08.2022 - 10.2023
TEAM LEAD BANKING OPERATIONS
UPGRADE INC.
03.2022 - 08.2022
DIRECT LOAN SPECIALIST II
CREDIT UNION WEST
03.2021 - 03.2022
PERSONAL BANKER
WELLS FARGO
08.2014 - 02.2021
MOBILE CONSULTANT/COPY CENTER ASSOCIATE/CASHIER
STAPLES
10.2012 - 08.2014
Cerritos Community College -
Cerritos Community College
General Education -
Santa Fe High School