Summary
Work History
Skills
Awards
Accomplishments
Volunteer And Community Involvement
Skills
Timeline
Generic

Carlos Loza

Rancho Cucamonga,CA

Summary

Versatile marketing and customer experience professional with expertise in digital transformation, brand growth, and client engagement. Proven success managing large teams, executing high-profile events, and delivering measurable results in marketing campaigns and customer service. Skilled in budget management, community engagement, and digital strategy, with recognition for innovation, leadership, and top performance. Open to part-time or flexible opportunities in marketing, digital strategy, or customer-facing roles.

Work History

Digital Experience Officer

CU SoCal
  • Designed and optimized website, mobile, and online banking platforms, delivering seamless user experiences.
  • Conducted user research and data analysis to inform product enhancements.
  • Developed digital campaigns that increased adoption of mobile/online services.

Marketing Manager

Altura Credit Union
  • Directed integrated marketing campaigns across digital, print, and community channels.
  • Managed and motivated a 20+ person marketing and service team, aligning efforts with business objectives.
  • Conducted market research to identify emerging trends and consumer needs.
  • Led event planning and execution for fundraisers, sponsorships, and high-visibility corporate events.
  • Fostered B2B partnerships and co-marketing initiatives that expanded reach.
  • Monitored KPIs and analytics to refine campaigns and maximize ROI.

Financial Services Representative

Altura Credit Union
  • Delivered personalized financial guidance, improving member satisfaction and retention.
  • Built lasting client relationships, cross-selling products and services to meet diverse needs.
  • Promoted adoption of digital banking tools, increasing efficiency and convenience.

Trainer & Floor Associate

Sam’s Club
  • Provided exceptional customer service while assisting members with purchases.
  • Trained and coached new associates on customer service and store operations.
  • Maintained accurate inventory and ensured an organized, engaging sales floor.

Skills

  • Brand Development
  • Campaign Management
  • Digital Marketing Strategy
  • Customer Retention
  • Market Research & Analysis
  • Client Relationship Management
  • Customer Service Excellence
  • Financial Services Knowledge
  • Negotiation Skills
  • Budget Management
  • Project Management
  • Cross-Functional Leadership
  • Training & Development
  • Event Planning
  • Google Analytics
  • SEO
  • PPC
  • HubSpot
  • Salesforce
  • Social Media Platforms
  • Microsoft Office Suite

Awards

  • CEO Circle Winner (3x) – Top 5% company-wide for client engagement and performance
  • Top Performer – Recognized for exceeding customer service and business development goals
  • Selected for special projects from CEO based on consistent delivery and innovation

Accomplishments

  • Managed a $1M+ annual marketing budget, optimizing spend across digital, print, and community outreach.
  • Led and developed a team of 20+ employees, improving performance, retention, and customer service excellence.
  • Increased digital adoption by 30% through redesign of online and mobile banking platforms.
  • Boosted social media engagement by 300%+ via targeted campaigns and brand storytelling.
  • Partnered on the development of an AI self-help tool, enhancing customer support efficiency and satisfaction.
  • Planned and executed large-scale events including fundraisers and a CEO’s retirement celebration with 400+ guests, community leaders, and executive stakeholders.
  • Consistently ranked Top 5% in client satisfaction, earning CEO Circle Winner and Top Performer recognition.
  • Spearheaded cross-functional projects directly from the CEO, driving improvements in customer experience and brand visibility.

Volunteer And Community Involvement

  • Youth Soccer Coach – Mentored and developed athletes, building teamwork and discipline
  • Homeless Veteran Initiative – Helped assemble and distribute 300+ backpacks with essentials
  • Community Engagement Leader – Supported outreach efforts to strengthen local brand presence

Skills

Brand Development, Campaign Management, Digital Marketing Strategy, Customer Retention, Market Research & Analysis, Client Relationship Management, Customer Service Excellence, Financial Services Knowledge, Negotiation Skills, Budget Management, Project Management, Cross-Functional Leadership, Training & Development, Event Planning, Google Analytics, SEO, PPC, HubSpot, Salesforce, Social Media Platforms, Microsoft Office Suite

Timeline

Digital Experience Officer

CU SoCal

Marketing Manager

Altura Credit Union

Financial Services Representative

Altura Credit Union

Trainer & Floor Associate

Sam’s Club

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Carlos Loza