Emma Contreras
Simi Valley,CA
Summary
Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution
Overview
6
6
years of professional experience
Work History
Financial Representative
Modern Woodmen Of America
Simi Valley, CA
06.2025 - Current
- Assisted clients in identifying financial needs and goals.
- Developed personalized financial plans for diverse client portfolios.
- Conducted regular follow-ups to ensure client satisfaction and engagement.
- Educated clients on investment options and insurance products available.
- Collaborated with team members to streamline administrative processes.
- Provided timely responses to customer inquiries about financial products and services.
Business Development Manager
Archwood Consulting LLC
Simi Valley, CA
07.2022 - 06.2025
- Developed strategic partnerships to enhance service offerings and client engagement.
- Conducted market research to identify new business opportunities and industry trends.
- Collaborated with cross-functional teams to deliver tailored client solutions effectively.
Senior Mortgage Loan Processor
Priority Financial Network
Calabasas, California
08.2019 - 07.2022
- Reviewed loan applications for completeness and accuracy.
- Collaborated with underwriters to address loan conditions.
- Communicated with clients to gather required documentation.
- Trained junior processors on company policies and procedures.
Education
Bachelor of Science - Business Administration And Management
Paul Quinn College
Dallas, TX05-2026
Certificate - Business Administration
University of CA - Irvine
Irvine, CA05-2025
License - Series 6, Series 63 & CA Life Insurance
FINRA
Dallas, TX01-2023
High School Diploma -
Franklin D Roosevelt High School
Dallas, TX06-1993
Skills
- Financial Advising
- Account opening and closings
- Recordkeeping requirements
- Relationship building and management
- Management Experience
- Business Acumen
- Communication
- Strong Community Involvement
- Telephone Etiquette
- Email Etiquette
- Detail oriented
- Work Independently
- Critical Thinking
- Analytical Thinking
Languages
- Fluent Spanish
Timeline
Financial Representative
Modern Woodmen Of America
06.2025 - Current
Business Development Manager
Archwood Consulting LLC
07.2022 - 06.2025
Senior Mortgage Loan Processor
Priority Financial Network
08.2019 - 07.2022
Bachelor of Science - Business Administration And Management
Paul Quinn College
Certificate - Business Administration
University of CA - Irvine
License - Series 6, Series 63 & CA Life Insurance
FINRA
High School Diploma -
Franklin D Roosevelt High School