Isaac Martinez Ojeda
San Jose,CA
Summary
A dedicated and results-driven financial professional with proven expertise in loan processing, client relations, and financial management. Recognized for a strong ownership mentality and a commitment to excellence, I thrive in collaborative team environments where precision and integrity drive results. With a consistent record of delivering exceptional service and optimizing client satisfaction, I aim to contribute meaningfully to organizational growth while continually advancing my knowledge to stay ahead of evolving industry trends.
Overview
6
6
years of professional experience
Work History
Member Service Representative
Premier One Credit Union
San Jose, CA
04.2023 - Current
- Conducted personalized financial consultations to identify client goals, assess risk tolerance, and recommend tailored banking solutions, including mortgages, HELOCs, and other financial products.
- Opened and maintained a variety of account types such as trust, business, and certificate of deposit (CD) accounts ensuring accuracy and compliance with internal standards.
- Generated qualified referrals to specialized partners, increasing client engagement in key areas such as mortgage lending, and cash management.
- Maintained strict adherence to operational, regulatory, and security policies to ensure accuracy, mitigate risk, and protect the organization’s financial integrity.
- Processed and managed loan applications, including Auto, personal, and credit card loans, while providing clients with a seamless and transparent lending experience.
Teller Associate
Citibank
Morgan Hill, CA
02.2022 - 04.2023
- Served as first point of contact for clients, creating positive first impressions through friendly and expert customer service.
- Entered account transactions into financial software and reconciled daily data.
- Complied with applicable banking laws and regulations, following company's security and operational procedures.
Server
The Villages Golf & Country Club
San Jose, CA
10.2019 - 02.2022
- Used POS system to accurately input orders and process payments.
- Engaged customers in friendly conversation to build connections and increase satisfaction.
- Addressed and resolved customer concerns quickly, working with management to fix complex issues.
Education
Associate of Science - Computer Programming
Gavilan College
Gilroy, CA05.2026
Skills
- Cross-selling
- Personable Attitude
- Attentive/Detail Oriented
- Well Organized
- Team-Oriented Personality
- Analytical Thinking
Languages
Spanish
Timeline
Member Service Representative
Premier One Credit Union
04.2023 - Current
Teller Associate
Citibank
02.2022 - 04.2023
Server
The Villages Golf & Country Club
10.2019 - 02.2022
Associate of Science - Computer Programming
Gavilan College