Christian Beltran
Fontana,CA
Summary
Dynamic professional with a proven track record at Bank of America, excelling in customer relations and analytical thinking. Recognized for enhancing operational efficiency and delivering strategic financial advice. Skilled in account documentation and team collaboration, consistently achieving high standards in service and quality assurance. Highly adaptable and committed to continuous improvement and growth.
Overview
12
12
years of professional experience
Work History
Credit Assistance Specialist
Bank of America
11.2019 - 09.2025
- Advised clients on financial decisions and developing strategic plans to assist them in achieving financial success.
- Processed payments, set up payment plans and worked with delinquent clients to find solutions to their specific financial situation.
- Maintained accuracy in account documentation, creating a strong connection in client relationships.
- Collaborated with cross-functional teams to streamline workflows and enhance process efficiency.
- Engaged in problem-solving discussions to address challenges to our workflow.
- Supported team members by coordinating schedules and managing communications effectively.
- Maintained consistently high success rate of collecting on overdue accounts.
- Strengthened relationships with dissatisfied clients by addressing their concerns and deescalating combative conversations.
- Professionally negotiated with clients in confrontational situations.
Produce Clerk
Ralphs Grocery Store
06.2013 - 10.2019
- Managed inventory, ensuring product availability and freshness in produce department.
- Trained new hires on best practices for handling and displaying fresh produce.
- Implemented efficient stocking procedures, reducing replenishment time and improving workflow.
- Monitored product quality, identifying and removing damaged items to maintain quality standards.
- Continuously recognized by customers for demonstrating excellent service.
- Collaborated with diverse teams in fast paced environment.
Education
Cal State University Fullerton
Fullerton, CASonora High School
La Habra, CASkills
- Customer relations
- Expert problem solving
- Analytical thinking
- Detailed account documentation
- Multitasking
- Proficient in Microsoft Word, Excel and Powerpoint
- Team collaboration
- Identifying organizational vulnerabilities
- Quality assurance
- Quickly adjusts to new situations
Accomplishments
Received the Bank of America Standing Ovation Award for stellar call quality performance.
Timeline
Credit Assistance Specialist
Bank of America
11.2019 - 09.2025
Produce Clerk
Ralphs Grocery Store
06.2013 - 10.2019
Cal State University Fullerton
Sonora High School