Summary
Overview
Work History
Education
Skills
Goals
Timeline
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Armando Perez

1453 SW 167th Ave Pembroke Pines,FL

Summary


Professional with experience in Banking, Mortgage Lending and Management. Familiar with banking operations, regulations and financial products. Effective at explaining disclosures, benefits and processes to customers for a variety of accounts and loans in the banking and mortgage industries. Proficient at problem solving by troubleshooting banking applications, resetting password and reviewing/submitting mortgage loan disclosures. Store Manager Assistant offering 12 years of experience with increasing revenue, profitability, managing loss and crew development. Knowledgeable in Payroll processing, Performance reviews, Safety, Merchandising and Sales. Productive individual that thrives in customer-focused, fast-paced environments where wowing the customer's experience was top priority.

Self-taught skills: Extremely passionate about Finances, Stock Market and Real Estate investing. Always seeking out learning opportunities to better myself in these three areas. Possession of an inactive Real Estate license and a Real Estate investor.

Overview

16
16
years of professional experience

Work History

Financial Service Associate $55,000

TD Bank
04.2023 - 08.2023
  • Developed and maintained database of records to facilitate smooth transactions and meet banking regulations. Processed 50 to 80 transactions per day.
  • Administered account transactions and responded to customer inquiries concerning financial products or discrepancies.
  • Performed ATM deposits, withdrawals, check deposits, wire transfers and check cashing inquiries.
  • Maintained product knowledge of mortgages, refinances, equity lines of credit, annuities. Assisted in developing sales by referring customers to business partners.
  • Assisted with completion of application forms for credit cards, savings and checking accounts for new and existing customers. Originated 5 to 7 new accounts per day.

Loan Officer Assistant $55,000

Legendary Home Loans
11.2021 - 02.2023
  • Set up files using loan officer checklist and submitted on-time for processing. Processed 3 to 5 files per day.
  • Communicated with customers daily to request information and complete paperwork. Managed over 15 calls per day.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history's paperwork.
  • Assembled important paperwork and submitted loan disclosures to borrower for them to review and sign. Reviewed and submitted 3 to 4 loans per day.
  • Cultivated productive relationships with clients, realtors, and title/escrow officers, always followed through with dependable and responsible matter to concerns or questions. Sent minimum of 20 emails per day.

Store Manager Assistant Salary$75,000

Trader Joe's
03.2007 - 08.2021
  • Managed opening and closing procedures and recommended changes to
    enhance daily activities. Dedicated to productivity and efficiency.
  • Supervised and evaluated 140 crew members. Enabling them to improve
    skills, and achieve daily objectives by providing support and mentoring.
  • Reviewed and approved by weekly payroll submissions for employees while ensuring that all mistakes were addressed, and corrected before submission.
  • Reconciled daily sales transactions every day. Balanced and logged daily revenues.
  • Conducted difficult conversations with crew members whenever their
    actions were not aligned with core values. Conducted 1 to 2 conversations per week.
  • Responsible for accountability with crew member's attendance. Followed up every week and gave feedback to those crew members with excessive tardies or absences.

Education

Associate of Science - Computer Installation And Repair Technology

ITT Technical Institute
Torrance, CA
06.2008

High School Diploma -

Santa Monica High School
Santa Monica, CA
06.2006

Skills

  • WOW Customer Experience
  • Leadership skills
  • Effective communicator
  • Teamwork
  • Attention to details
  • Adaptability
  • Time management skills
  • Work ethic
  • Creativity
  • Project management skills
  • Financial literacy
  • Problem solving skills

Goals

My career goals are to learn my responsibilities and duties as soon as possible to provide a positive impact for my customers, colleagues and company. I look forward to becoming an integral part of the team by being responsible, reliable and a great team player. I'm dedicated to becoming an asset by promoting high levels of integrity (doing the right thing when no one is looking), passionate and commitment to a job well done. I'll like to grow within the company and possibly merge into a management position in the future. I'm currently searching for a long term and fulfilling career, not just a job!

Timeline

Financial Service Associate $55,000

TD Bank
04.2023 - 08.2023

Loan Officer Assistant $55,000

Legendary Home Loans
11.2021 - 02.2023

Store Manager Assistant Salary$75,000

Trader Joe's
03.2007 - 08.2021

Associate of Science - Computer Installation And Repair Technology

ITT Technical Institute

High School Diploma -

Santa Monica High School
Armando Perez