Iris G Levario
Odessa
Summary
Enterprising a successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
22
22
years of professional experience
Work History
Loan Processor
Southwest Heritage Credit Union
04.2019 - Current
- Conducted credit analyses on applicants to assess risk levels prior to approval decisions.
- Assessed loan portfolios for compliance with underwriting policies.
- Promoted a positive work environment through effective communication skills and teamwork initiatives.
- Enhanced team collaboration by sharing best practices and providing constructive feedback on colleagues'' work.
- Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
- Contributed to departmental goals by meeting or exceeding monthly quotas for loan approvals and fundings.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Senior Branch Account Executive
Citi Financial Services
03.2003 - 12.2010
- Supported businesses setting up joint ventures with investors in market.
- Worked with clients and finance companies to find optimal solutions for financing.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Provided ongoing support for clients during their account opening process, ensuring a smooth transition into the bank''s ecosystem.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Boosted revenue generation with proactive sales strategies, relationship-building techniques, and targeted marketing efforts.
Sales Representative Team Leader
Bealls Store
04.2004 - 07.2007
- Streamlined internal processes for increased efficiency in lead generation and follow-up activities within the team.
- Provided comprehensive training programs for new hires to ensure they were well-equipped for success in the field.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Established a positive work environment through clear communication, encouragement, and recognition of achievements.
- Trained new employees on customer service, money handling and organizing strategies.
- Exceeded sales targets consistently with effective management of leads, pipeline development, and closing deals.
Retail Sales Associate
Samuels Jewelers
09.2002 - 05.2004
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Managed efficient cash register operations.
- Identified opportunities for process improvements within daily operations resulting in increased operational efficiency across multiple departments within the store.
- Helped customers complete purchases, locate items, and join reward programs.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Demonstrated expertise in various product categories resulting in becoming a go-to resource for customers seeking advice on product selection.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
Education
High School Diploma -
Camelback High School
Phoenix, AZ05.2001
Skills
- Credit analysis
- Interviews
- Proficient in 10-key
- Document analysis
- Loan Portfolio Monitoring
- Application Process Management
- LoanMaster Loan Servicing
- Wealth Planning
- Risk Mitigation
- Loan Disclosures
- Financial History Review
- Regulatory Compliance
Languages
Spanish
Native or Bilingual
Timeline
Loan Processor
Southwest Heritage Credit Union
04.2019 - Current
Sales Representative Team Leader
Bealls Store
04.2004 - 07.2007
Senior Branch Account Executive
Citi Financial Services
03.2003 - 12.2010
Retail Sales Associate
Samuels Jewelers
09.2002 - 05.2004
High School Diploma -
Camelback High School
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