Diana Espinoza Bravo
Fullerton,CA
Summary
Accomplished Associate Banker at JPMorgan Chase with a proven track record in enhancing customer satisfaction through expert advice on banking products and efficient financial management. Skilled in cash handling and customer service, demonstrated through high-volume transaction accuracy and fostering professional client relationships. Achieved significant improvements in client financial stability and product knowledge dissemination.
Overview
6
6
years of professional experience
Work History
Associate Banker
JPMorgan Chase
03.2023 - Current
- Provided advice on different bank products and financial options.
- Evaluated client financial positions and identified most appropriate banking products.
- Balanced teller drawers and ATM cash.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Executed wire transfers, stop payments and account transfers.
- Educated customers on online banking and mobile banking applications.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Maintained friendly and professional customer interactions.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Educated customers on features and benefits of banking products and services.
- Opened, closed, and updated accounts for customers.
Escrow Assistant
NexTitle
08.2020 - 12.2022
- Studied and clarified buyer, seller, and lender instructions to determine escrow requirements.
- Forwarded title clearing documentation to title officer for approval.
- Followed-up on status of releases, policies, and return of recorded documents.
- Returned executed loan packages to lender for review and approval in accordance with lender instructions.
- Maintained open communication with lenders, brokers and borrowers.
- Prepared estimated closing statements for buyer and seller.
- Obtained documents such as proof of insurance and HOA statements.
Assistant Manager
JCPenney
10.2018 - 03.2020
- Defecting out products and shipping them out.
- Inventory
- Detailing and restocking merchandise to drive up sales.
- Supervising and handling projects with new/old merchandise.
Education
Bachelor of Arts - Sociology
California State University - Fullerton
Fullerton, CA12.2024
Associate of Arts - Sociology
Fullerton College
Fullerton, CA12.2020
Skills
- Products and Services Knowledge
- Customer Service
- Cash Handling
- Operations understanding
Languages
Spanish
Native or Bilingual
Timeline
Associate Banker
JPMorgan Chase
03.2023 - Current
Escrow Assistant
NexTitle
08.2020 - 12.2022
Assistant Manager
JCPenney
10.2018 - 03.2020
Bachelor of Arts - Sociology
California State University - Fullerton
Associate of Arts - Sociology
Fullerton College