ELIZABETH DUENAZ
Downey,CA
Summary
Financial professional with experience in small business lending, including SBA and conventional loan products. Passionate about helping clients achieve their financial goals through personalized, solution-driven service. Currently seeking a Financial Representative position within a bank to leverage my expertise in client relations and financial advising.
Key Strengths & Skills
- Expertise in SBA 7(a) and conventional business lending
- Strong background in customer service and relationship management
- Proven problem-solver with a client-first mindset
- Skilled at analyzing financial needs and providing tailored solutions
- Effective communicator, able to simplify complex financial concepts
- Track record of helping clients secure funding and grow their businesses
Overview
19
19
years of professional experience
Work History
Business Development Associate
Synergy Capital Funding
Downey, CA
08.2021 - Current
- Create and manage sales pipelines, generate new business opportunities
- Assist clients with loan applications, ensuring accuracy and efficiency
- Utilize CRM tools to track leads and maintain up-to-date customer records
- Establish strong working partnerships with local banks and other lending institutions to facilitate access to capital for small businesses seeking funding through the SBA's loan guarantee program
- Analyze financial statements of prospective businesses to determine creditworthiness for SBA loans or other forms of financing
- Provide technical support and advice to clients on SBA-related matters such as financing options, government regulations, and loan programs
- Review documents for SBA submissions to ensure accuracy, compliance with guidelines, and alignment with required standards
- Generate leads through cold calling, networking events, referrals from existing clients, and other marketing activities
Personal Banker
Wells Fargo
Pasadena, CA
06.2015 - 04.2019
- Drove branch sales success by identifying client needs and offering customized financial solutions through proactive outreach
- Identified cross-selling opportunities, boosting customer engagement
- Analyzed financial needs and processed loan applications to support client goals
- Built strong customer relationships by providing timely follow-ups, expert advice, and exceptional service
- Identified customer needs by actively listening and asking questions to determine appropriate product offerings
- Maintained knowledge of bank products, services, policies, procedures, and regulations
Manager
Macy's
Arcadia, CA
08.2006 - 02.2012
- Trained and mentored employees, enhancing team performance and sales
- Monitored productivity to achieve department goals while ensuring exceptional customer service
- Coordinated schedules to maintain optimal staffing levels
Education
ASSOCIATE IN SCIENCE (A.S.) -
East Los Angeles College
06.2010
B.A. - BUSINESS ADMINISTRATION
California State University-Los Angeles
ASSOCIATE IN ARTS (A.A.) -
East Los Angeles College
06.2010
Skills
- Problem Solving
- Time Management
- Multitasking
- Customer Needs Assessment
- Cold Calling
- Social media marketing
- CRM software
- Customer relationship management
- Teamwork
- Organizational skills
- Microsoft Word
Languages
English
Spanish
Timeline
Business Development Associate
Synergy Capital Funding
08.2021 - Current
Personal Banker
Wells Fargo
06.2015 - 04.2019
Manager
Macy's
08.2006 - 02.2012
B.A. - BUSINESS ADMINISTRATION
California State University-Los Angeles
ASSOCIATE IN ARTS (A.A.) -
East Los Angeles College
ASSOCIATE IN SCIENCE (A.S.) -
East Los Angeles College