Ivelisse Cervantes

• Verified identification of customers before processing transactions or opening new accounts.
• Conducted research into customer inquiries regarding account balances, fees, interest rates.
• Monitored ATM machines for any malfunctions or discrepancies.
• Performed daily reconciliation of vault funds and reported any irregularities to management.
• Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.
• Recruited, hired, trained, mentored, coached, evaluated, and terminated staff as necessary.
• Monitored employee productivity to provide constructive feedback and coaching.

• Prepared and delivered loan documents to title and escrow teams.
• Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
• Juggled multiple projects and tasks to ensure high quality and timely delivery.
• Supported commercial loan team in clerical tasks and loan processing duties.
• Offered administrative task assistance and performed database updates, email communication and document processing.

• Oversaw branch team with 3 customer service representatives and 1 personal bankers and implemented training for all new employees.
• Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
• Produced sales by executing complete sales cycle process from prospecting through contract negotiations and close.

• Prepared and delivered loan documents to title and escrow teams.
• Examined and verified information in loan application and closing documents.
• Provided onsite training.
• Reviewed historical customer accounts to assess payment compliance and adherence to loan terms.
• Organized, filed and maintained customer, department and regulatory loan records.
• Submitted completed loan applications, including recommendations for underwriting approval or denial.
• Worked with third-party vendors to address and clear loan closing requirements.
• Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
• Carried out pre-funding and funding functions for more than 10-15 cases per month.

In my position a Personal Banker for Wells Fargo, I interact with customers on a daily basis. I also actively attempt to comprehend customer concerns and needs, providing options which helps me suggest additional products to better suit their needs. I have great interpersonal and communication skills. I pride myself in providing great customer service. Because of this, I have developed a great customer base. In my career, I have always looked for ways that I can grow and develop other skills and welcome challenges. I believe I possess the charisma and drive to be a valuable asset to Wells Fargo.

Led sales calls with team members to establish sales and customer retention goals. Monitored customer preferences to determine focus of sales efforts.

Generated monthly and annual sales reports.

Created and directed sales team training and development programs.

Maximized company revenue by providing financial services.

Managed the day-to-day tactical and long-term strategic activities within the business. Deal structuring.

Maintained detailed administrative and procedural processes to improve accuracy and efficiency.

Submit Warranty Claims at a timely and efficient manor within a time frame.

Scheduled and confirmed appointments for entire management team.

Provided professional and courteous service at all times.

Operated cash register with proficiency.