DIANA GRIMALDO
MILWAUKEE
Summary
Financial professional with extensive experience in lending and credit analysis. Adept at managing loan portfolios and providing financial solutions. Reliable team collaborator focused on achieving results and adapting to changing needs. Skilled in financial analysis and client relationship management.
Overview
25
25
years of professional experience
Work History
Teller
NORTHSHORE BANK
Milwaukee, WI
08.2025 - Current
- Process customer transactions accurately and efficiently.
- Maintain and balance cash drawer daily.
- Follow bank procedures for teller work and compliance.
- Stay current on security policies and procedures.
- Assist with daily branch operations and customer service.
Patient care worker
ADVANCED CARE LLC
Mequon, WI
10.2014 - Current
- Assisting with dressing, washing, grooming, and toileting
- Providing emotional support, administer medication
Branch Manager/Financial Rep/CSR
SPRINGLEAF FINANCIAL SERVICES
Milwaukee, WI
06.2001 - 09.2012
- Fostered relationships with local businesses to expand client base and community engagement.
- Led branch operations, ensuring compliance with regulatory standards and internal policies.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Consulted customers to boost product sales and services.
- Examined customer loan applications for loan approvals and denials.
- Submitted loan applications to underwriter for verification and recommendation.
- Boosted branch revenue by strategically analyzing market trends and aligning financial products to customer needs.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
Education
High School Diploma -
LOYOLA ACADEMY
MILWAUKEE, WI06.2001
Skills
- Read, write and speak Spanish and English fluently
- Goal oriented
- Loan processing
- Referral generation
- Credit evaluation
Timeline
Teller
NORTHSHORE BANK
08.2025 - Current
Patient care worker
ADVANCED CARE LLC
10.2014 - Current
Branch Manager/Financial Rep/CSR
SPRINGLEAF FINANCIAL SERVICES
06.2001 - 09.2012
High School Diploma -
LOYOLA ACADEMY