Summary
Overview
Work History
Education
Skills
CAMPING, GARDENING, ZUMBA, MAHJONG, WALKING, PLAYING SCRABBLE
Timeline
Generic

FELY ROLDAN

FREMIONT,CA

Summary

Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 20 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Branch Relationship Banker (BRB) position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

24
24
years of professional experience

Work History

Loan Specialist

CALIFORNIA BANK AND TRUST
02.1998 - 03.2013
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
  • Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Collaborated with other departments to promptly process loan applications.
  • Developed and implemented marketing campaigns to attract new customers.

New Accounts Representative

CALIFORNIA FIRST BANK AND TRUST
01.1995 - 01.1998
  • Presented new and additional products and services to existing customers.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.

Customer Service Assistant

CALIFORNIA BANK AND TRUST
03.1990 - 02.1995
  • Maintained clean and organized work environment to maintain customer safety.
  • Built strong relationships with customers and colleagues by providing friendly and personable service.
  • Responded to customer calls and emails to answer questions about products and services.
  • Collaborated with other departments to guarantee customer satisfaction.

Senior Bank Teller

CALIFORNIA BANK AND TRUST
10.1988 - 06.1990
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
  • Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
  • Developed strong relationships with customers through high levels of customer service.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Collaborated with other departments to promptly process loan applications.
  • Utilized risk management strategies to attain high loan approval rates.
  • Examined customer loan applications for loan approvals and denials.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Developed systems to efficiently track loan documents and enhance accuracy.
  • Developed and implemented marketing campaigns to attract new customers.
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Education

Bachelor of Science - Business Management

MAGSAYSAY MEMORIAL COLLEGE
ZAMBALES, PHILIPPINES
05.2023

No Degree - ADVANCED ACCOUNTING

Ohlone College
Fremont, CA
07.1985

Skills

  • Manage Complaints
  • Oral and Written Comprehension
  • Effective Communication
  • Client Satisfaction
  • Financial Accounting
  • Client Interviews
  • Regulatory Disclosure Preparation
  • Customer Assistance
  • Telephone Etiquette
  • Loan Portfolio Monitoring
  • Customer Interaction
  • Loan Evaluations
  • Calculate Payments
  • Serve Customer Needs
  • Deposit Verification
  • Real Estate Loans
  • Complete Loan Applications
  • Active Listening and Learning

CAMPING, GARDENING, ZUMBA, MAHJONG, WALKING, PLAYING SCRABBLE

Driving our family RV for out of state/town camping with our children and grandchildren. Gardening organic herbs and spices at our own backyard.  Zumba and playing mahjong on weekends.  Morning or afternoon walk at the park or around the neighborhood.  Playing on line Word Connect and Scrabble against on line opponents to keep my brain active . 


Timeline

Loan Specialist

CALIFORNIA BANK AND TRUST
02.1998 - 03.2013

New Accounts Representative

CALIFORNIA FIRST BANK AND TRUST
01.1995 - 01.1998

Customer Service Assistant

CALIFORNIA BANK AND TRUST
03.1990 - 02.1995

Senior Bank Teller

CALIFORNIA BANK AND TRUST
10.1988 - 06.1990

Bachelor of Science - Business Management

MAGSAYSAY MEMORIAL COLLEGE

No Degree - ADVANCED ACCOUNTING

Ohlone College

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FELY ROLDAN