Beatriz Rosas
Machesney Park,IL
Summary
Client-focused banking professional with experience in retail banking, business banking, and account opening. Known for strong relationship building, attention to detail, and accurate service across deposits, lending support, and customer needs. Attention to detail is my key focus on the work I do and accomplishing tasks effectively and efficiently.
Overview
1
1
Language
4
4
years of professional experience
Work History
Bank Loan Officer
First Community Credit Union
Belvidere, Illinois
10.2024 - Current
- Assisted community credit union members with consumer and mortgage loan applications.
- Reviewed credit reports, income, and debt documents for loan decisions.
- Explained loan terms, rates, and repayment options to members.
- Collected and verified financial records for underwriting submission.
- Maintained compliance with federal lending rules and credit union policies.
- Guided members through closing paperwork and funding requirements.
Personal Banker
Fifth Third Bank
Rockford, Illinois
09.2023 - 09.2024
- Advised clients on lending and deposit solutions.
- Managed client relationships through ongoing business banking reviews.
- Developed and maintained strong relationships with clients to ensure satisfaction of their banking needs.
- Identified opportunities for cross-selling products and services to existing customers.
- Evaluated financial statements for commercial credit requests.
- Identified treasury management needs for small business customers.
- Participated in marketing strategies designed to increase visibility of bank products and services for clients.
Personal Banker
PNC Bank, NA
Loves Park, Illinois
07.2022 - 05.2023
- Advised customers on checking, savings, credit, and loan options at PNC branches.
- Opened new accounts and completed signature cards, disclosures, and verification forms.
- Processed deposits, withdrawals, transfers, and cashier's checks with accuracy.
- Referred complex financial questions to mortgage, lending, and investment specialists.
- Built customer relationships through friendly service and clear branch communication.
- Educated customers on a variety of retail products and digital solutions, enhancing customer experience.
Education
High School Diploma -
Plainfield East Highschool
Plainfield, IL05-2011
Skills
- Retail banking
- Commercial credit
- Account opening
- Deposit processing
- Treasury management
- Sales prospecting
- Problem solving
- Attention to detail
- Salesforce
- Excel
- Loan underwriting
- Relationship building
- Financial statement analysis
Languages
Spanish
Native/ Bilingual
Timeline
Bank Loan Officer
First Community Credit Union
10.2024 - Current
Personal Banker
Fifth Third Bank
09.2023 - 09.2024
Personal Banker
PNC Bank, NA
07.2022 - 05.2023
High School Diploma -
Plainfield East Highschool