David Salazar
Flint,MI
Summary
Successful at excelling in fast-paced, competitive environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. 4+ years of lending experience.
Overview
4
4
years of professional experience
Work History
Customer Experience Banker
Huntington National Bank
11.2021 - Current
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
- Streamlined operations, implementing efficient processes to improve overall productivity and performance.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Managed risk exposure by conducting thorough credit assessments for loan applicants.
- Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Loan Officer
OneMain Financial
08.2019 - 10.2021
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Ensured compliance with all federal and state regulations throughout the loan origination process.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
Education
High School Diploma -
Carmen Park Baker Career Academy
Flint06.2010
Skills
- Products and Services Knowledge
- Cross-Selling and Partner Referrals
- Dual Control Vaults
- New Account Setup
- Customer Service
- Financial Institution Regulations
- Consumer Banking
- Loan Closing
- Regulatory Compliance
- Prospect Calling
- Analytical Thinking
- Loan Payment Processing
- Risk Management Policies
- Reviewing Documents
- Loan Origination
- Know Your Customer
- Relationship Management
Timeline
Customer Experience Banker
Huntington National Bank
11.2021 - Current
Loan Officer
OneMain Financial
08.2019 - 10.2021
High School Diploma -
Carmen Park Baker Career Academy