Gabriel Rendon
Executive Director
The Woodlands,TX
Summary
Determined Business Owner with commitment to excellence, community, and business development. Effective collaborator promoting relationship and consultative business development, both virtually and in-person. Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs, and transforming customer service standards. Experienced in leading and supervising operational and sales teams. Studying to obtain Texas insurance licenses in order to begin a new career in the insurance industry.
Overview
23
23
years of professional experience
3
3
Certificates
2
2
Languages
Work History
Founder & Executive Director
Financial Literacy Center Of The Lehigh Valley
Allentown, PA
06.2016 - Current
- Created partnerships with local government, nonprofit organizations, and high schools impacting 150 students per year.
- Collaborated with educators and financial experts to develop financial education curriculum for adult and high school students.
- Spearheaded successful business development initiatives aligned with organization's strategy and core mission.
- Worked closely with board of directors to strategically affect operational direction and organizational efficiencies.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Established and administered annual budget with controls to support sustainability objectives.
- Initiated and maintained organizational compliance with Federal and State governments.
Business Payroll Consultant
Wells Fargo Business Payroll Services
Allentown, PA
02.2012 - 06.2016
- Increased branch referrals by over 100% in territory consisting of three banking regions.
- On-boarded five of top ten largest and most complex clients on team covering five States.
- Performed outside business-to-business sales with proven proficiency in prospecting and territory management.
- Subject matter expert of large territory, partnering with three Area Presidents, twelve District Managers, and over one hundred bank branches.
- Successfully partnered with three Business Banking Group teams working with clients up to 50MM/year in revenue.
- Proficient at partnering with internal teams leading to increased revenue and cross selling including business loans, merchant services, retirement plans, and business insurance.
Personal Banker Officer
Wells Fargo Bank, N.A.
Allentown, PA
09.2008 - 02.2012
- Leader of top performing office in district and region in highly diverse community.
- Expanded customer base through community outreach and strategic business partnerships.
- Consistently outperformed district peers in small business deposits, investment revenue, mortgage referrals, and insurance referrals by 100%.
- Effectively trained staff to initiate conversations with clients to uncover financial needs leading to increased lead generation, referrals, and sales.
- Used prior experience in banking, investing, insurance, and mortgage lending to deepen and diversify client relationships.
- Led region in partner sales of business payroll services and merchant services.
- Successfully met all annual compliance, audit, and training standards as set forth by company.
Mortgage Consultant
Wachovia Mortgage
Allentown, PA
04.2004 - 09.2008
- Consistent top three producer proficient with Conventional, FHA, VA, Jumbo, Construction and Refinance loans.
- Consistently closed 10-20 mortgages per month for several years.
- Completed Underwriting Certification with authorization to review, approve, and close loans if necessary.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales and partner participation.
- Developed prospects for new loans by conducting bank staff training.
- Cultivated networks with realtors and insurance agents to develop prospects for new loans.
- Spearheaded first time home buyer seminars with community partners in three target market areas.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Proactively identified solutions for customers experiencing credit issues.
Licensed Financial Specialist
First Union Bank
Allentown, PA
04.1999 - 04.2004
- Significantly expanded book of business by successfully opening 1,200 new checking accounts annually over five year period.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Highlighted values and educated clients on deposits, credit, and investment products, growing revenue in all categories.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Provided direction and leadership to office staff to maximize productivity and bottom-line profitability.
- Increased daily sales by 50% in all categories by cross selling banking products and financial services to customers.
- Cultivated and grew small business banking relationships and revenue successfully educating clients on account services and capabilities.
Education
High School Diploma -
Louis E. Dieruff High School
Allentown 09.1991 - 06.1995
Skills
Relationship building and management
Outbound and inbound calls
Quotes and sales
Client needs analysis
Adapt to diverse groups
Professional communication
Systems and software programs
Financial services
Attention to Detail
Dependable and Responsible
Appointment Scheduling
Teamwork and Collaboration
Customer Service
Microsoft applications proficiency
Cultural Awareness
Coaching and mentoring
Accomplishments
- Youngest Licensed Financial Specialist in the region for the largest bank on the East Coast. ('99)
- Turned underperforming bank office to revenue grower requiring additional staff. ('99-'04)
- Created and taught bilingual mortgage seminars establishing partnerships with key community stakeholders. ('05-'06)
- Subject Matter Expert mentoring and training bank staff for over eight years in large geographic territory.
- Established first non-profit organization in market dedicated to financial literacy, reaching hundreds of adults and high school students annually.
Certification
Series 6, 63, Life Insurance ('99-'04)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Success is not final; failure is not fatal: It is the courage to continue that counts.
Winston S. Churchill
Timeline
Founder & Executive Director
Financial Literacy Center Of The Lehigh Valley
06.2016 - Current
Business Payroll Consultant
Wells Fargo Business Payroll Services
02.2012 - 06.2016
Small Business Banking Certification, Wells Fargo Bank
12-2011
Personal Banker Officer
Wells Fargo Bank, N.A.
09.2008 - 02.2012
FNMA Underwriter Certification '05-'06
06-2005
Mortgage Consultant
Wachovia Mortgage
04.2004 - 09.2008
Series 6, 63, Life Insurance ('99-'04)
09-1999
Licensed Financial Specialist
First Union Bank
04.1999 - 04.2004
High School Diploma -
Louis E. Dieruff High School
09.1991 - 06.1995