Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Christopher J. Jacobo

Dallas

Summary

An analytical and detail-oriented senior relationship banker looking to utilize strong problem-solving, research, and analytical skills to drive greater visibility and accuracy for Medical financial posting, reporting, forecasting, budgeting and reconciliations within a medical centralized billing office.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Licensed Financial Relationship Banker

Regions Bank
08.2022 - Current
  • Assist the borrower in determining the proper loan program, completing the loan application and gathering the necessary paperwork, including pay stubs, tax returns, and bank statements, to begin the loan process.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.

Relationship Banker II /Mortage Loan Originator

Comerica
07.2016 - 08.2022
  • Responsible for gathering appropriate documentation from each applicant as well as deliver the loan package in the time frames set by management.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Developed tailored solutions to meet individual banking needs.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.

Personal Banker

Credit Union Of Texas
12.2020 - 05.2021
  • Assisted customers with setting up accounts and losing loans, completed loan applications and signing up for new services
  • Expanded client base promoting new financials products
  • Maximized revenue through improved sales techniques and branch productivity
  • Educated clients on various financials matters and provided professional recommendations on investments opportunities,products and services based on each clients individuals needs.

Loan Processing Manager

Select Management Resources
01.2011 - 03.2016
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes
  • Looked over and approved various types of loans Maintained compliance with privacy and security requirements, as well as federal statutes covering motor vehicle loans
  • Collaborated with stakeholders to manage loan files and databases and prepare general correspondence

Senior Medical Assistant Technician

Baylor City Square Clinic
02.2008 - 01.2011
  • Assist the provider and nursing staff in collecting data, preparing patients for exams, administering vaccinations, assisting with procedures, obtaining specimen samples, facilitating the general flow the clinic and other duties as assigned
  • Protected patients by following infection control, sharps disposal and biohazardous waste disposal procedures. Spoke with patient to gather information for lab records, reduce fear or anxiety and optimize cooperation
  • Validated blood and specimen collection orders, alerting nurses or physicians of discrepancies between order and nursing station logs
  • Assisted with office procedures by monitoring patient flow, performing telephone screening and maintaining sample drug lists.

Education

Bachelors of Science in Healthcare Administration - Health Administration

WGU
Mesquite, TX
05.2027

Associate of Science - General Studies

Eastfield College
Mesquite, TX
12.2024

Skills

Core Qualifications

  • Extensive knowledge of regulations governing financial transaction
  • Strong knowledge and understanding of all teller functions
  • Monitor/Research missing deposits, encoding errors and miscellaneous request
  • Through understanding of customer service standards and policies
  • Provides input into the performance management process and staffing decisions
  • Work with teller staff towards development and achievement of branch and individual sales goals
  • Oversee and monitor staff engagement efforts at the Branch Associate line
  • Coaches and develops the teller associates so that employees reach their full potential
  • Works with the Branch Managers to foster superior customer service Participates in selling Bank products and expanding customer relationships
  • Coordinate the activities of the teller operations area by assigning and delegating work responsibilities, providing solutions to problematic accounts and training/monitoring of staff and new teller associates

Finance and Banking Workmanship

  • Process standard teller transactions for customer including servicing client accounts, accepting payments, managing safe deposit box payments, cashing checks, balancing cash drawers, handling night deposit, correcting discrepancies
  • Rendered assistance to both staff and clients with balance details and invasive account related queries
  • Directed client to appropriate financial service and products as per their requirements
  • Worked with management on audits and daily balancing of the vault with exceeds 1 million dollars
  • Adhered to strict safe deposit box operations and guidelines
  • Assumed a leadership role in the absence of a branch manager and maintained banks normal operations and regulatory banking and financial procedures

Certification

  • Life Insurance and Annuity License
  • NMLS Licensed 2021
  • Medical Assistant Technician Certification


Languages

Spanish
Full Professional

Timeline

Senior Licensed Financial Relationship Banker

Regions Bank
08.2022 - Current

Personal Banker

Credit Union Of Texas
12.2020 - 05.2021

Relationship Banker II /Mortage Loan Originator

Comerica
07.2016 - 08.2022

Loan Processing Manager

Select Management Resources
01.2011 - 03.2016

Senior Medical Assistant Technician

Baylor City Square Clinic
02.2008 - 01.2011

Bachelors of Science in Healthcare Administration - Health Administration

WGU

Associate of Science - General Studies

Eastfield College
Christopher J. Jacobo