Jailene Tejeda
Hillsboro,Oregon
Summary
Dynamic Financial Wellness Consultant with proven goal attainment at Keybank, leveraging strong oral communication and Spanish proficiency to build lasting client relationships. Expert in executing risk mitigation strategies and streamlining processes, ensuring compliance while enhancing customer satisfaction through effective solutions and timely project delivery.
Overview
9
9
years of professional experience
Work History
Financial Wellness Consultant
Keybank
12.2024 - Current
- Offered financial guidance while establishing long-term client relationships.
- Executed risk mitigation strategies through the integration of multiple software systems.
- Handled submission of credit card and loan applications effectively.
- Performed client outreach through telephone communication.
Associate Personal Banker
Wells Fargo
07.2023 - 12.2024
- Advised diverse clients on the best product choices.
- Facilitated referral sending through effective partner collaboration.
- Ensured compliance with company policies.
Home Loan Processor
Wells Fargo
05.2020 - 07.2023
- Streamlined pipeline to consolidate essential data for evaluating loan eligibility promptly.
- Ensure compliance by performing detailed review and analysis of credit reports.
Research Remediation Analyst In The Executive Office
Wells Fargo
09.2019 - 05.2020
- Compile and interpret data to support decision-making for top-tier customer claim escalations.
- Maintained detailed customer records across various platforms, meeting all service level agreements.
Account Resolution Specialist
Wells Fargo
06.2018 - 09.2019
- Enhanced customer service by providing relevant solutions for delinquency issues identified through call analysis.
- Mastering operational policies in collections practices governed by State and Federal regulations, conducted in Spanish.
Bank Teller
Wells Fargo
10.2015 - 10.2017
- Adhered to bank security and compliance procedures.
- Delivered financial guidance and exceptional service
- Handled monetary exchanges.
Education
High School Graduate -
Hillsboro High School
Hillsboro, Oregon06-2015
Some College (No Degree) - Business Administration
Portland Community College
Portland, ORSkills
- Spanish Language Proficiency
- Excellent Relationship Building Skills
- Strong Oral Communication Skills
- Effective Task Management
- Timely Project Delivery
- Proven Goal Attainment
Languages
Spanish
Native/ Bilingual
Timeline
Financial Wellness Consultant
Keybank
12.2024 - Current
Associate Personal Banker
Wells Fargo
07.2023 - 12.2024
Home Loan Processor
Wells Fargo
05.2020 - 07.2023
Research Remediation Analyst In The Executive Office
Wells Fargo
09.2019 - 05.2020
Account Resolution Specialist
Wells Fargo
06.2018 - 09.2019
Bank Teller
Wells Fargo
10.2015 - 10.2017
High School Graduate -
Hillsboro High School
Some College (No Degree) - Business Administration
Portland Community College