Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Hi, I’m
Edgar Flores
Phoenix,AZ
Summary
Overview
9
years of professional experience
Work History
Merrill EdgeChandler, AZ
Operations Specialist
07.2022 - Current
Job overview
- Exceeded productivity target every month, with an average of 110% performance, leading to improved workflow and customer satisfaction
- Independently handled a high volume of Medallion signature guarantee requests, ensuring accuracy and efficiency
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Successfully managed multiple projects simultaneously while adhering to deadlines.
Wells FargoTempe, AZ
Home Mortgage Sales Consultant
06.2021 - 07.2022
Job overview
- Explained very technical financial information to applicants in easy to understand language.
- Mentored junior team members, sharing industry knowledge and best practices for continued professional growth.
- Assisted customers with completing loan applications and other paperwork.
- Liaised between borrowers, underwriters, title companies, appraisers, attorneys during each stage of the mortgage process.
Bank of AmericaPhoenix, AZ
Sr. Fraud Analyst
01.2019 - 06.2021
Job overview
- Evaluated customer data to identify and prevent fraudulent activities.
- Conducted research and interviews with relevant stakeholders to gather evidence and build case files.
- Conducted regular audits of fraud detection processes, identifying areas for improvement and ensuring adherence to regulatory requirements.
- Produced detailed reports of fraud investigations and presented findings to senior management.
Leslies Pool SuppliesPhoenix, AZ
Inventory Control Specialist
06.2018 - 01.2019
Job overview
- Leveraged data analysis tools to review and assess inventory performance metrics, enabling informed decision-making for continuous improvement efforts.
- Assisted in reducing excess inventory through accurate forecasting, demand planning, and close collaboration with the sales team.
- Completed logs and reports detailing production data such as volume, materials used, and quality assurance results, helping management make accurate operational decisions.
Wells FargoPhoenix, AZ
Personal Banker
01.2017 - 04.2018
Job overview
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Wells FargoTempe, AZ
Teller
05.2015 - 01.2017
Job overview
- Exceeded quarterly sales goals by 20%, cultivating relationships with clients and identifying opportunities to meet their financial needs
- Utilized persuasive communication skills to educate customers on additional banking products, leading to a measurable uptick in upsells and cross-sells.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
Education
Arizona State University, College of Liberal Arts and SciencesTempe, AZ
Bachelor of Arts in Political Science
05.2017
University Overview
Relevant Coursework: Public Policy Analysis, Political Theory, Constitutional Law
Skills
- Microsoft Office (Excel, PowerPoint), Salesforce, TSYS
- Fluent in English and Spanish
- Loan negotiations, Sales, CRM
Languages
Spanish
Native or Bilingual
Timeline
Operations Specialist
Merrill Edge
07.2022 - Current
Home Mortgage Sales Consultant
Wells Fargo
06.2021 - 07.2022
Sr. Fraud Analyst
Bank of America
01.2019 - 06.2021
Inventory Control Specialist
Leslies Pool Supplies
06.2018 - 01.2019
Personal Banker
Wells Fargo
01.2017 - 04.2018
Teller
Wells Fargo
05.2015 - 01.2017
Arizona State University, College of Liberal Arts and Sciences
Bachelor of Arts in Political Science
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