Carmela Martinez
Chicago,IL
Summary
Proven leader and adept multitasker, I leveraged organizational skills and a positive attitude at World Financial Group to enhance client satisfaction and office productivity. Expert in financial solutions and customer service, I boosted client base through strategic networking and training, showcasing my teamwork prowess. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Self Employed - Financial Professional
World Financial Group
08.2015 - Current
- Work closely with management to strategize sales techniques to increase branch production and customer service.
- Successfully manage a diverse range of client accounts while maintaining strict adherence to regulatory guidelines.
- Assess client financial needs, recommending suitable solutions based on individual profiles and preferences.
- Deliver informative presentations on various financial topics, educating clients on sound financial literacy practices.
- Actively participated in networking events within the community, generating new business leads and increasing overall brand awareness.
- Develop strong relationships with clients, leading to consistent referrals and a growing client base.
- Trained and supported new associates and cross-train them to be self sufficient.
Loan Processor
Brother Loan & Finance
03.2014 - 02.2018
- Worked with customers via telephone to answer questions, process transactions, and resolve issues.
- Prepared documents by verifying client income, credit reports, and other information.
- Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Teller
TCF Bank
01.2010 - 02.2012
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Store Co-Manager
Express Clothing
04.2004 - 03.2008
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Made hiring recommendations to increase company's productivity and profitability with quality workers.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Managed daily cash handling procedures including reconciliations, deposits, and ensuring accurate transactions at all times.
- Collaborated with co-manager in fostering a positive work environment that encouraged teamwork and motivated staff to excel.
- Reduced shrinkage levels through diligent monitoring of loss prevention measures and comprehensive staff training programs.
- Hired, trained and evaluated personnel in sales and marketing.
- Improved employee performance through effective coaching, training, and regular performance evaluations.
- Assisted in seasonal hiring efforts to ensure adequate staffing levels during peak business periods.
Education
No Degree - Liberal Arts And General Studies
University of Illinois At Chicago
Chicago, ILHigh School Diploma -
John F Kennedy High School
Chicago, IL06.2000
Skills
- Leadership skills
- Teamwork and Collaboration
- Friendly, positive attitude
- Computer Skills
- Organizational Skills
- Problem-Solving
- Attention to Detail
- Flexible and Adaptable
- Dependable and Responsible
- Multitasking Abilities
Certification
- Life & Health producer Licensed - 08/2016-present
Languages
Spanish
Native or Bilingual
Timeline
Self Employed - Financial Professional
World Financial Group
08.2015 - Current
Loan Processor
Brother Loan & Finance
03.2014 - 02.2018
Teller
TCF Bank
01.2010 - 02.2012
Store Co-Manager
Express Clothing
04.2004 - 03.2008
No Degree - Liberal Arts And General Studies
University of Illinois At Chicago
High School Diploma -
John F Kennedy High School
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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