Catalina Agudelo
15045 Village Rd, #52C • Jamaica,NY
Summary
Highly personable and results-driven professional with over two decades of experience in various roles within the banking sector. Possesses strong organizational, analytical, and problem-solving skills, demonstrated through successful portfolio management and client servicing. Proven track record of enhancing customer experiences and fostering strong client relationships. Bilingual in Spanish and English with excellent communication skills. Adept at leveraging a diverse skill set including proficiency in numerous software systems and platforms. Committed to professional development, evidenced by certifications in leadership training and coaching.
Overview
25
25
years of professional experience
1
1
Licensed
1
1
Certification
1
1
Training
Work History
Client Specialist III, Commercial Real Estate
AMERANT BANK N.A.
07.2022 - 01.2024
- Collaborated with Relationship Managers and Portfolio Officers to administer and maintain a portfolio of commercial loans and accounts, resulting in 15% increase in customer satisfaction.
- Facilitated loan processing and general service requests, ensuring timely completion and accuracy, resulting in a 20% reduction in processing time.
- Managed overdrafts and past-due reports, initiating proactive customer communication strategies that reduced delinquency rates by 25%.
- Prepared BSA/Compliance loan packages for internal review, ensuring adherence to regulatory standards and minimizing compliance risks.
- Conducted fraud alert investigations, confirming wire transactions with customers, and implementing fraud prevention measures, resulting in a 30% decrease in fraudulent activities.
Portfolio Assistant II, Commercial Real Estate
AMERANT BANK N.A.
09.2015 - 07.2022
- Supported a $700MM CRE Portfolio, ensuring seamless operations and client satisfaction.
- Assisted Portfolio Manager Salesforce in achieving business objectives, contributing to a 10% increase in portfolio profitability.
- Resolved client inquiries regarding loans, escrow, and account activities, maintaining a 95% client issue resolution rate.
- Coordinated with attorneys to collect legal documentation, ensuring compliance with regulatory requirements.
- Liaised with internal departments including Treasury Management, Compliance, and IT to streamline processes and enhance efficiency.
Assistant Private Banker International
AMERANT BANK N.A.
03.2012 - 09.2015
- Supported Private Bank Sales force in achieving business objectives, resulting in a 15% increase in client acquisition.
- Resolved client inquiries and complaints promptly, maintaining high levels of client satisfaction.
- Conducted thorough research to identify and rectify transactional errors, ensuring accuracy in account records.
- Assisted in account opening processes, providing administrative support to streamline operations.
- Collaborated with cross-functional teams to address client needs effectively.
Sales & Service Representative International III
AMERANT BANK N.A.
08.2003 - 03.2012
- Developed and maintained personal banking relationships internationally, driving business growth and revenue.
- Promoted and cross-sold bank products and services, resulting in a 20% increase in product penetration.
- Conducted market research to identify customer needs and preferences, tailoring product offerings accordingly.
- Delivered exceptional service to existing clients, fostering long-term relationships and loyalty.
- Traveled to meet with clients, representing the bank and promoting its services globally.
Corporate Banking Assistant
AMERANT BANK N.A.
02.2002 - 08.2003
- Facilitated Business Development Officers in daily corporate activities, optimizing their efficiency and productivity.
- Collaborated on incoming calls from corporate clients, ensuring prompt and accurate resolution of inquiries.
- Maintained custody and safekeeping of credit files, ensuring confidentiality and compliance with regulations.
- Facilitated operational activities to support BDOs in achieving organizational goals.
- Played a key role in streamlining processes and improving departamental efficiency.
Education
Bachelor of Arts - Business Administration
Berkeley College
New York, NY 09-2015
Associate of Applied Science - International Business Major
Berkeley College
New York, 03-2010
Skills
- Administrative and Office Support
- Expense Reports Management
- Confidentiality and Discretion
- Special Event Projects
- Office Supplies and Inventory
- Invoice Preparation and Processing
- Investigate Claims
- Calendar Management
- Workflow Planning & Execution
- Regulatory Compliance: KYC, KYA, BSA
- Customer Service & Support
- Training Junior Team Members
- Document and Records Management
- Customer Account Management
- Time Management
- Issue and Complaint Resolution
- Strong empathy
- Client Needs Assessment
Certification
- License Public Notary - New York State 01/2024 - 01/2028
- Certified Coach - International Life & Leadership Academy 01/2023 - 05/2023
- HeartCore Leadership Training - 06/2021 - 10/2021
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Technical Expertise
- Microsoft Office Suite ( Word, Excel, PowerPoint, Outlook)
- FIS Ecosystem
- Salesforce
- Adobe
- Social Media: LinkedIn, Facebook, Instagram, TikTok, Canva
Work Preference
Work Type
Full TimeWork Location
RemoteOn-SiteHybridImportant To Me
Company CultureWork-life balanceCareer advancementPaid sick leaveHealthcare benefits401k matchPaid time off4-day work weekTeam Building / Company RetreatsFlexible work hoursWork from home optionStock Options / Equity / Profit SharingPersonal development programsTimeline
Client Specialist III, Commercial Real Estate
AMERANT BANK N.A.
07.2022 - 01.2024
Portfolio Assistant II, Commercial Real Estate
AMERANT BANK N.A.
09.2015 - 07.2022
Assistant Private Banker International
AMERANT BANK N.A.
03.2012 - 09.2015
Sales & Service Representative International III
AMERANT BANK N.A.
08.2003 - 03.2012
Corporate Banking Assistant
AMERANT BANK N.A.
02.2002 - 08.2003
Bachelor of Arts - Business Administration
Berkeley College
Associate of Applied Science - International Business Major
Berkeley College
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