Francisco Jurado
Medford,OR
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
7
7
years of professional experience
Work History
Finacial Representative I
First Interstate Bank
12.2022 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Submitted loan applications to underwriter for verification and recommendations.
- Networked with realtors and current clients to generate referrals.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
Associate Banker
JPMorgan Chase
03.2020 - 12.2022
- Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
- Developed tailored solutions to meet individual banking needs.
- Provided advice on different bank products and financial options.
- Helped clients protect assets through variety of strategies.
- Vault Custodian
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Evaluated client financial positions and identified most appropriate banking products.
Finance and Accounting Manager
Jr Forestry
02.2018 - 03.2020
- Assessed employee performance and developed improvement plans.
- Assessed budget plans and presented costs to forecast trends and recommended changes .
- Met deadlines by proactively managing individual and team tasks and implementing processes.
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Enhanced business production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
Education
High School Diploma -
North Medford High School
Medford, OR06.2019
Skills
- Consumer Lending
- Relationship building and management
- Bilingual in [Spanish]
- Goal-oriented mindset
- Loan Processing
- Complex Problem-Solving
- Cash Handling
- Consumer Banking
Languages
Spanish
Native or Bilingual
Timeline
Finacial Representative I
First Interstate Bank
12.2022 - Current
Associate Banker
JPMorgan Chase
03.2020 - 12.2022
Finance and Accounting Manager
Jr Forestry
02.2018 - 03.2020
High School Diploma -
North Medford High School
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