Gloria Kelley
Richmond
Summary
Financial professional with extensive experience in financial services, specializing in risk assessment and client communication. Demonstrated success in developing customized financial strategies that enhance client satisfaction and build trust. Skilled in relationship management and delivering tailored solutions that drive client success.
Overview
19
19
years of professional experience
1
1
Certification
Work History
License Healthcare Agent-Remote
Ttec/Kaiser Permanent
07.2025 - Current
- Explained complex health insurance options and regulations clearly, enhancing client comprehension and confidence.
- Guided clients through enrollment process, ensuring understanding of health insurance benefits and options.
- Provided exceptional customer service, contributing to increased enrollment and client satisfaction.
Financial Professional
New York Life Insurance Company
01.2021 - 01.2025
- Delivered tailored services in insurance, retirement, and financial planning based on individual client needs.
- Developed customized strategies to help clients achieve financial goals.
- Developed long term bond with clients resulting in trust and stability.
- Established professional network and prospected new clients to expand client base.
Consumer Loan Officer
Memorial Credit Union
01.2019 - 01.2021
- Approved loans within authority limits and communicated decisions to applicants.
- Evaluates loans applications and credit analysis.
- Computed debt ratios, verify employment and income.
- Coordinate loan process, loan closing and disbursed.
- Delivered exceptional customer service while processing loan applications.
- Resolved member requests efficiently and courteously.
- Advised members on money management and financial matters.
- Executed various administrative tasks efficiently in support of office operations.
Consumer Lending Specialists
One Main Financial
01.2018 - 01.2019
- Developed relationships with clients and businesses, guiding them throughout the loan process and sales cycle to ensure satisfaction.
- Educated clients on loan terms and conditions, enhancing their understanding and decision-making.
- Provided underwriting techniques and sales tools, supporting team in effective loan evaluations.
- Oversee collection processes to ensure timely recovery of outstanding debts.
Relationship Banker-Sales
Moody National Bank
01.2016 - 01.2018
- Promoted and cross-sold bank products and services, including consumer and mortgage loans and treasury management, to small businesses.
- Built and maintained strong relationships with new and existing clients.
- Delivered exceptional customer service while managing branch clerical duties.
- Provided wire and notary services to bank customers.
- Developed strategies that improved reliability and precision in client services.
Bilingual Personal Banker III
First National Bank of Texas
01.2012 - 01.2016
- Processed client transactions and customized bank products and services to align with individual client needs.
- Opened and closed bank accounts for clients, ensuring accurate documentation and compliance with bank policies.
- Delivered exceptional customer service, resolving issues promptly and fostering positive client relationships.
- Establish and maintain a good relationship with clients.
- Executed branch clerical duties; promoted bank products and services, enhancing client engagement and driving sales.
Bilingual CSSR
Wells Fargo Bank
01.2007 - 01.2012
- Cross-sold bank services and products, contributing to achievement of bank goals.
- Identified and referred sales opportunities, enhancing customer engagement.
- Provided excellent customer service.
- Managed customer inquiries and complaints, ensuring customer satisfaction.
- Process bank transactions for all product types and services.
- Recorded all transactions in compliance with bank procedures.
- Achieved consistent 100% accuracy in balancing cash drawer during daily operations.
- Complied with all operational, security, and control of bank policies and procedures.
Education
Some College (No Degree) - Banking And Finance
Houston Community College
Houston, TXLife, Accident, & Accident License -
STC Colibri
Houston, TXCertification on contracts, estate laws, ethics, etc -
Champion Schools of Real Estates
Houston, TXBusiness Accounting Certificate -
Technical School of Accounting and Economics
Cali, ColombiaGeneral Business Cost, Audits and Budget Certification -
National Learning Center
Cali, ColombiaSkills
- Insurance regulations
- Risk assessment
- Financial analysis
- Data analysis
- Budget management
- Client communication
- Relationship building
- CRM software
- Microsoft Office
- Problem solving
- Teamwork
- Organization
Languages
Spanish
Native/ Bilingual
Certification
Health, Accident & Life Insurance license
Timeline
License Healthcare Agent-Remote
Ttec/Kaiser Permanent
07.2025 - Current
Financial Professional
New York Life Insurance Company
01.2021 - 01.2025
Consumer Loan Officer
Memorial Credit Union
01.2019 - 01.2021
Consumer Lending Specialists
One Main Financial
01.2018 - 01.2019
Relationship Banker-Sales
Moody National Bank
01.2016 - 01.2018
Bilingual Personal Banker III
First National Bank of Texas
01.2012 - 01.2016
Bilingual CSSR
Wells Fargo Bank
01.2007 - 01.2012
Some College (No Degree) - Banking And Finance
Houston Community College
Life, Accident, & Accident License -
STC Colibri
Certification on contracts, estate laws, ethics, etc -
Champion Schools of Real Estates
Business Accounting Certificate -
Technical School of Accounting and Economics
General Business Cost, Audits and Budget Certification -
National Learning Center