Eli Perez

• Managed a high volume of loans, prioritizing tasks effectively to meet strict deadlines while maintaining accuracy.
• Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
• Managed a high volume of loans simultaneously while maintaining strict attention to detail and deadlines.
• NMLS Certify
• Notary
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
• Improved customer satisfaction by providing personalized banking solutions and exceptional service.
• Networked to increase client base and encourage existing clients to expand financial portfolios.

Things I have experienced/Do

• All ATM duties
• All Teller Transfer
• Notary
• Currency order
• Identified transaction errors when debits and credits did not balance.
• Balanced daily cash deposits and vault inventory with zero error rate.
• Trained employees on cash drawer operation.
• Ordered checks, placed stop payment orders and conducted additional special services for customers.
• Received and counted daily inventories of cash, drafts and checks.
• Performed special services for customers, ordering bank cards and checks.
• Opened new checking, savings and lines of credit for customer accounts.
• Open and close Safety Deposit box accounts.
• Built and maintained client relationships through quality, personalized interactions.
• Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
• Translate for non English speakers
• Help customers fill out loan applications
• Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.

Experience

• Set up and operated production machinery according to specific standards and protocols of company.
• Followed daily preventive maintenance schedule for cleaning and lubricating machinery.
• Verified production orders prior to starting set-up.
• Lubricated parts and performed minor maintenance to improve machine function
• Helped achieve team goals by rotating production lines and daily duties to meet demand.
• Operated multiple fabricating machines, cutoff saws, shears and forming or spinning machines.
• Produced quality products

Experience

• Created successful strategies to develop and expand customer sales.
• Greeted and assisted customers to foster positive experiences.
• Listened to customer needs to identify and recommend best products and services.
• Monitored customer order process and addressed customer issues.
• Produced sales documents, finalized deals and filed records.
• Train new employees ( around 15 recruits)
• Became assistant manager