Cristian C. Gonzalez
Chicago,IL
Summary
Finance professional with extensive experience supporting commercial and Private Wealth Management clients through account management, credit documentation, and operational oversight. Strong background in underwriting fundamentals, risk mitigation, and client servicing within a regulated financial environment. Adept at supporting relationship managers, managing documentation workflows, and ensuring accurate execution of banking transactions
Overview
9
9
years of professional experience
Work History
Senior Account Manager - Second Vice President
Northern Trust
Chicago, USA
01.2023 - Current
- Act as the principal liaison for clients, addressing inquiries and requirements related to banking products, services, and account management. Ensure efficient and timely resolution of client requests regarding accounts and available banking solutions. Maintain clear and consistent communication to facilitate clients' financial objectives and uphold the highest standard of service.
- Facilitated comprehensive account administration for bankers by overseeing daily operational activities and ensuring the precise execution of client transactions. Effectively collaborated with multiple internal departments to address and resolve complex client issues, utilizing cross-functional coordination to deliver timely solutions and uphold exemplary standards of client satisfaction.
- Collaborated closely with portfolio bankers and loan operations teams to gather necessary financial documentation from clients. Provided direct support for lending activities by ensuring all required materials were received, organized, and submitted in a timely manner. This coordination helped facilitate smooth processing of loan requests and contributed to the successful fulfillment of clients' lending needs.
Consultant, National Client Services Support
Northern Trust
Chicago, USA
01.2017 - 01.2023
- Guided junior partners on policies and procedures to ensure accuracy and compliance.
- Reviewed and approved high-volume client requests to reduce errors and financial loss.
- Served as SME for resolving misdirected funds and incorrect debit issues.
- Managed multiple tasks simultaneously in a fast-paced environment.
Education
Bachelor of Science - Finance
Northeastern Illinois University
12.2014
Skills
- Credit analysis and documentation
- Underwriting fundamentals
- Banking operations
- Client relationship management
- Risk identification and mitigation
- Microsoft Office proficiency
- Workflow prioritization
- Problem solving
- Time management
- Order management
Professional Development
Completed a comprehensive 10-week Credit & Underwriting Foundations Program focused on key aspects of credit analysis, underwriting procedures, and credit package review. This program provided in-depth training on evaluating creditworthiness, understanding underwriting fundamentals, and thoroughly reviewing credit packages to support informed lending decisions.
Timeline
Senior Account Manager - Second Vice President
Northern Trust
01.2023 - Current
Consultant, National Client Services Support
Northern Trust
01.2017 - 01.2023
Bachelor of Science - Finance
Northeastern Illinois University