Israel Valenzuela
San Luis
Summary
My passion to help others, ability to multi-task, and extensive experience in Financial Institutions will be a great combination to become a great candidate for this position. Fast learner, who takes the initiative to learn new skills and gather information on industry changes or trends. Experience using Microsoft office applications. English-Spanish speaker and writer, experience in providing financial assistance to customers.
Results-driven Workforce Development Specialist known for productivity and efficiency in task completion. Possess specialized skills in career counseling, program development, and stakeholder engagement. Excel at communication, teamwork, and problem-solving to deliver impactful workforce solutions.
Overview
10
10
years of professional experience
Work History
Workforce Development Specialist
PPEP
San Luis
09.2025 - Current
- Developed training programs for workforce skill enhancement and career advancement.
- Collaborated with community partners to identify employment opportunities for clients.
- Conducted needs assessments to tailor services for diverse populations.
Performing Loan Consultant III
Newrez
Remote
03.2022 - 09.2025
- Perform document to data review to ensure proper servicing of various loan types and ensuring adherence to investors
- Solve problems rapidly and cost effectively with minimal disruption
- Complete data edits on incoming loans to ensure the accuracy of the data using loan images.
- Research illogical collection amount, due dates and large changes in payment to ensure loan is in compliance
- Perform escrow analysis via task work queue
- Use a blend of manual and automated calling strategies to locate homeowners, contact them, identify their issues and set up customized payment strategies that cure their delinquency
- Properly used multiple clerical devices to assist customers in a timely manner
Customer Relationship Collections Specialist
JP Morgan Chase
Tempe
07.2020 - 03.2022
- Demonstrate sensitivity and compassion in difficult situations
- Coach lower-level collectors by sharing best practices regarding collection techniques
- Demonstrate personal excellence including punctuality, integrity, and accountability
- Communicate effectively and professionally with internal and external customer
- Contacting customers to determine their intent and collecting payments as required
- Ensure compliance with banking, safety, and company policies and regulations
- Managed team recognition program and presented results
- Utilize negotiation skills to obtain payoff, settlements or acceptable arrangements of account balance based on an understanding of customer financial status
Senior Helpdesk Specialist
JP Morgan Chase
Tempe
01.2018 - 07.2020
- Assisted merchants with the installation and usage of their new terminals
- Researches and investigates fraudulent/suspicious transaction as well as irregular business practices.
- Detail orientated; ability to work accurately within required timelines
- Proactively communicate with customers to help them understand the products and services chase offers
- Interact with various departments, customer support groups, and management to address and resolve complex customer issues
- Assist merchant with account changes, present pricing plans, explain Account fees, validate account information by following business procedures and job aids
- Coach and assist new agents with account handling during training period
- Generated team reports about each team member overall performance
US Multilingual Support
Go Daddy
Tempe
09.2016 - 01.2018
- Consult with customers about their business needs by matching GoDaddy products and/or solutions to their online goals
- Troubleshoot Domain, email issues, websites programing, and SSL Certificates
- Address customers' technical concerns by walking them through control panels for Content Management Systems
- Multi-task over 10 systems and navigate the internet quickly and efficiently
- Followed up with customers on escalated tickets on product defects
- Proficient in Microsoft office (Excel, word, office 360, PowerPoint, etc.)
- High performer in sales and servicing metrics
- Presented product packages to prospective clients in writing and verbally
Member Communication Specialist
AEA Federal Credit Union
Yuma
09.2015 - 09.2016
- Superior breadth of experience in banking and cash management
- Properly used multiple clerical devices to assists customers in a timely manner
- Assist in the preparation of end of the day financial reports
- Balance books and compile reports such as deposits, loan payments, and other financial transactions
- Demonstrated ability to communicate with other department to resolve customer demands in a professional manner
- Refer unresolved customer grievances to other departments for further action
- Ensured compliance with operational instructions as well as state & federal regulations
- Coached new hires with call procedures and qualifications
- Took escalated calls, in order to ensure issue resolution and customer satisfaction.
Education
Bachelor of Science - BUSINESS ADMINISTRATION
Arizona State University
Tempe, AZTimeline
Workforce Development Specialist
PPEP
09.2025 - Current
Performing Loan Consultant III
Newrez
03.2022 - 09.2025
Customer Relationship Collections Specialist
JP Morgan Chase
07.2020 - 03.2022
Senior Helpdesk Specialist
JP Morgan Chase
01.2018 - 07.2020
US Multilingual Support
Go Daddy
09.2016 - 01.2018
Member Communication Specialist
AEA Federal Credit Union
09.2015 - 09.2016
Bachelor of Science - BUSINESS ADMINISTRATION
Arizona State University