DYLAN ALLEN
Orlando,FL
Summary
Motivated and results-oriented professional with extensive experience in commercial lending, client relationship management, and operational support. Skilled at fostering meaningful relationships, streamlining processes, and mentoring teams to drive organizational success. Recognized for increasing client retention, optimizing workflows, and exceeding performance targets. Currently completing a Bachelor of Arts in History at the University of Central Florida (May 2025) and planning to pursue an MBA with a concentration in Health Administration at Southwest Baptist University (May 2025–December 2026). Additionally, pursuing a Certificate in Recruitment and Talent Acquisition from Cornell University (expected August 2025). Seeking to transition into healthcare administration, recruiting, or human resources to leverage my skills in relationship management and process optimization for organizational growth.
Overview
9
9
years of professional experience
Work History
Commercial Sales Support Specialist II
First Citizens Bank
01.2024 - Current
- Collaborate with commercial lending teams to support client acquisition and retention strategies, ensuring seamless customer experiences.
- Build and maintain relationships with high-value clients, providing tailored financial solutions that align with individual goals.
- Act as a liaison between underwriters, clients, and vendors to manage loan processing efficiently.
- Streamline documentation workflows, reducing turnaround time by implementing organizational best practices.
- Mentor junior team members on compliance standards and client engagement techniques.
Commercial Lending Associate
Valley Bank
07.2021 - 01.2024
- Partnered with Relationship Managers to analyze client portfolios and identify opportunities for financial growth.
- Conducted in-depth financial assessments to guide decision-making on creditworthiness and investment strategies.
- Assisted in onboarding new clients, emphasizing rapport-building and personalized service.
- Enhanced customer satisfaction by addressing inquiries promptly and proactively resolving issues.
- Coordinated cross-functional teams to facilitate seamless execution of financial plans and transactions.
Personal Banker
Wells Fargo
06.2019 - 02.2021
- Provided personalized financial consultations to clients, delivering tailored recommendations for investment, credit, and savings solutions.
- Educated clients on wealth management tools, fostering financial literacy and long-term planning.
- Built strong client relationships through effective communication and follow-through, leading to repeat business and referrals.
Retail Sales Consultant
AT&T
02.2017 - 05.2019
- Cultivated customer loyalty by providing outstanding service and personalized solutions.
- Trained new hires on customer engagement and sales strategies, contributing to improved team performance.
- Consistently exceeded monthly sales goals, demonstrating strong negotiation and persuasion skills.
Retail Store Lead
T-Mobile
01.2016 - 12.2016
- Led a team of sales associates, driving store performance and achieving monthly sales targets.
- Conducted training sessions to enhance employee knowledge of products and customer engagement strategies.
- Developed and implemented promotional campaigns, resulting in increased foot traffic and revenue growth.
- Maintained operational efficiency by managing inventory, scheduling, and compliance with company standards.
Education
MBA - Healthcare Administration
Southwest Baptist University
Bolivar, MO12-2026
Certificate - Recruiting And Talent Acquisition
Cornell University
Ithaca, NY08-2025
Bachelor of Arts - History
University of Central Florida
Orlando, FL05.2025
Associate Of Applied Arts -
Seminole State College Of Florida
Sanford, FL08.2023
Skills
- Talent acquisition and onboarding
- Client relationship management
- Financial planning and analysis
- Performance coaching and mentorship
- Organizational development
- Employee relations and conflict resolution
- Risk management and regulatory compliance
- Process improvement and operational efficiency
- Critical thinking and problem-solving
- Public speaking and professional presentations
Timeline
Commercial Sales Support Specialist II
First Citizens Bank
01.2024 - Current
Commercial Lending Associate
Valley Bank
07.2021 - 01.2024
Personal Banker
Wells Fargo
06.2019 - 02.2021
Retail Sales Consultant
AT&T
02.2017 - 05.2019
Retail Store Lead
T-Mobile
01.2016 - 12.2016
MBA - Healthcare Administration
Southwest Baptist University
Certificate - Recruiting And Talent Acquisition
Cornell University
Bachelor of Arts - History
University of Central Florida
Associate Of Applied Arts -
Seminole State College Of Florida
Accomplishments
- Increased client retention by 20% through the implementation of tailored relationship management strategies.
- Optimized loan processing efficiency, reducing turnaround times by 25% through streamlined documentation workflows.
- Spearheaded the onboarding and mentorship of new employees, enhancing team productivity and morale.
- Received "Top Performer" recognition at Wells Fargo for exceeding sales and client engagement targets.
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