Summary
Overview
Work History
Education
Skills
Websites
Certification
Additional Information
Languages
Timeline
Generic

Ileana Barajas

The Woodlands,TX

Summary

Bilingual banker willing to go the extra mile to ensure quality service to each and every customer. Quick learner and dependable. Committed to explaining complex information to customers' in easy to understand terminology.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Personal Banker

PNC Bank
The Woodlands, TX
09.2022 - Current
  • Promoted from Universal banker to Personal banker. Sep 2023.
  • Consistently surpassed monthly goals in a highly competitive level at a top 5 branch in the region.
  • Implemented various strategies to expand customer base by engaging in proactive sales and service initiatives.
  • Manage the customers' experience by identifying opportunities to improve financial well-being
  • Collaborated with ecosystem partners to grow clients' wallets and position solutions to drive new revenue and loyalty for both personal and business relationships
  • Applied knowledge of banking products to deliver personalized and business-centric services that address customers' requirements and support their financial objectives.
  • Attended meetings with senior management team members to discuss business strategy.

Loan Servicing Representative

Upstart Bank
Houston, TX
05.2020 - 09.2022
  • Provided tailored loan recommendations that complied with lending regulations and client specifications
  • Leaded daily loan activities of a small, high-performing team
  • Managed a list of customer relationships
  • Seek prospective opportunities to retain and/or develop new clients
  • Leads a team to develop and prepare loan solutions and refers products and services
  • Reviews documentation to ensure compliance
  • Managed own and team's pipeline for efficiency
  • Collected and analyzed customer financial information for multifaceted and/or complex borrowers.

Footwear Lead

Academy Sports + Outdoors
The Woodlands, TX
05.2019 - 05.2020
  • Ensured team would reach monthly sales goals and helped maintain employee productivity
  • Assisted upper management with shipment and assisted customers to find appropriate products, answered product questions and provided product solutions
  • Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals.

Sales Associate

Soma
The Woodlands, TX
05.2017 - 07.2018
  • Engaged customers with friendly smile and knowledgeable support to promote sales and build loyalty
  • Trained new team members in cash register operation, stock procedures and customer service
  • Drove sales and add-on purchases by promoting specific item options to customers.

Education

Bachelor's degree - Business Administration esp. Finance

American InterContinental University-Houston
08.2021

Skills

  • Transaction Processing
  • Financial Services
  • Banking regulations
  • Loan application expertise
  • Financial strategy management
  • Spanish Writing/Speaking
  • Cold Calling
  • Bilingual
  • Management
  • Sales Expertise
  • Financial process understanding
  • Banking

Certification

  • Auto Refinancing course, 04/01/20, 05/01/20, Course to train on refinancing vehicles.
  • Credit Reporting Assessment, 04/01/21, 05/01/21, Assessment to gauge understanding of credit reporting processes.

Additional Information

NMLS Certified

Languages

Spanish
Native/ Bilingual

Timeline

Personal Banker

PNC Bank
09.2022 - Current

Loan Servicing Representative

Upstart Bank
05.2020 - 09.2022

Footwear Lead

Academy Sports + Outdoors
05.2019 - 05.2020

Sales Associate

Soma
05.2017 - 07.2018

Bachelor's degree - Business Administration esp. Finance

American InterContinental University-Houston

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Ileana Barajas