Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
Generic

Fabiola Quintero

Dalton,GA

Summary

Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.

Overview

10
10
years of professional experience

Work History

Relationship Banker

Bank of America
09.2023 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Maintained in-depth product and service knowledge for well-informed customer advice.

Customer Service Representative

State Farm
04.2023 - 09.2023
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.

Mortgage Loan Originator

Builtwell Bank
01.2023 - 03.2023
  • Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
  • Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
  • Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.
  • Increased loan application approvals by efficiently processing and reviewing documents for accuracy and compliance.
  • Contributed towards achieving branch sales targets through consistent performance in meeting personal goals as well as supporting team members when needed.
  • Provided exceptional customer service throughout the entire loan process from initial consultation to closing day.
  • Worked closely with borrowers experiencing financial hardship, helping them explore alternative financing options or refinancing solutions.
  • Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meet clients'' needs.
  • Assisted clients in understanding complex mortgage terms, facilitating informed decisions about their financing options.
  • Structured loans creatively to address unique borrower situations and maximize approval chances without compromising compliance standards.
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.

Mortgage Loan Processor

First Bank of Dalton
10.2020 - 01.2023
  • Process the paperwork that comes when applying for a mortgage
  • Work efficiently with colleagues to process loans in a timely manner
  • Order title, appraisal, and other documentation to ensure loan is ready for closing
  • Ensure that the conditions from our investor have been met to close the loans and borrowers receive the funds to purchase or improve their home
  • Schedule closings with attorney and communicate constantly with borrowers and realtors
  • Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.

First Elite Banker

First Bank of Dalton
11.2018 - 10.2020
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Analyzed daily financial transactions to ensure accuracy and integrity of bank's financial records.
  • Strengthened customer relationships by organizing financial planning workshops, leading to increased loyalty and account retention.
  • Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
  • Balanced teller drawers and ATM cash.
  • Opened, closed, and updated accounts for customers.

Assistant Manager

Shoe Department Encore
11.2014 - 11.2018
  • Counted money and made sure the cash drawer balanced every day
  • Ensured enough cash was on hand daily to provide change for cash transactions
  • Daily deposits were made each night after closing the store
  • Prepared the store and employee for opening each day
  • Cleaned and organized every night to make sure customers had a better shopping experience
  • Managed the team to make sure the correct number of employees were present to open and close the store
  • Always has a backup plan in case someone was not able to make it to work
  • Stocked the shelves, constructed point-of-sale displays, and stayed up to date with new styles sent to the store
  • Monitored and changed pricing for specials and marked down items

Education

Associate of Applied Science -

Dalton State College
Dalton, GA
12-2023

Skills

  • Bilingual
  • Excel
  • Word
  • PowerPoint
  • Encompass
  • Outlook
  • Calyx
  • Strong customer service experience
  • Strong problem-solving skills
  • Proactive
  • Efficient
  • Multitask very well

Languages

Spanish
Professional Working

Timeline

Relationship Banker

Bank of America
09.2023 - Current

Customer Service Representative

State Farm
04.2023 - 09.2023

Mortgage Loan Originator

Builtwell Bank
01.2023 - 03.2023

Mortgage Loan Processor

First Bank of Dalton
10.2020 - 01.2023

First Elite Banker

First Bank of Dalton
11.2018 - 10.2020

Assistant Manager

Shoe Department Encore
11.2014 - 11.2018

Associate of Applied Science -

Dalton State College

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Fabiola Quintero