James Victor Lugo
Jersey City,NJ
Overview
11
11
years of professional experience
Work History
Relationship Banker
Valley Bank
Wayne, NJ
03.2024 - Current
- Expertise in managing personal, corporate, and small business accounts and building long-term relationships with customers.
- Experience in managing and resolving account issues in bank branch and via phone.
- Accomplished in selling banking solutions to drive sales and revenue generation goals.
- Build awareness of new products and services and identify business referral opportunities that address customer needs.
- Practiced AML and CTR procedures to ensure compliance of funds received and or sent between financial institutions, validity of account status and layered protection of account integrity.
AI – Powered Data Entry Specialist
Innodata via Robert Half Inc.
Manhattan, NY
12.2023 - 02.2024
- Input Coding information into database systems.
- Create and manage spreadsheets, control the data probity by performing comparative analysis of different sources.
- Troubleshooting processing errors and achieving an organization’s goals by completing the necessary task.
- Analyzing AI responses, reviewing accuracy of components and restructuring information, assessing verbosity limitations.
General Manager
Arena Stem
Paramus, NJ
04.2021 - 10.2023
- Developed key performance goals, handling the performance of staff, and overseeing business performance metrics.
- Spearheaded the day-to-day operations, creating and implementing strategies for business growth.
- Urbanized a distinctive work environment, managed company resources productively, innovative strategic thinking.
Store Manager
U.S. Polo Assn.
New York, NY
09.2019 - 02.2021
- Responsible for the overall performance of the store including generating sales potential, recruiting and developing staff, maintaining the store appearance, controlling expenses and shortages, and managing the culture within the store.
- Execute and follow-up on all operational policies, procedures and directives which are listed but not limited to Google Docs, LPI audit, Associate Handbook, Service audit, and the Policy & Procedure manual.
- Ability to analyze financial reports and affect the business through sound decision making.
- Cash management and handling responsibilities include registering audits, balancing petty cash and end-of-day deposits.
Sales Manager / United Nations Liaison
Global Duty Free, INC
New York, NY
11.2017 - 07.2019
- Accumulating new clientele by means of cold calls and coordinated meetings with diplomats from various consulates.
- Sales leader compounding invoices and maximizing profits; selling liquor and tobacco at tax free rates.
- Conducting business by working alongside the state department for invoice approval and swift processing.
- Building rapport and maintaining client relations; weekly in-person meetings, follow-ups via email and phone.
Human Resources Manager
Hudson Milestones, INC
Jersey City, NJ
12.2015 - 09.2017
- Accountability performing the daily, weekly, monthly, and annual responsibilities / reporting that pertains to Human Resources. Responsibilities include but are not limited to: Health benefit enrollments, Unemployment claims, bio-metric time clocks, coordinating transition from paper to virtual office, transmitting payroll 150+ employees.
- Highly proficient ADP software practitioner: software includes but is not limited to ADP Workforce now, Enterprise E Time Interface, E Time & Attendance.
- Coordinated new hire orientations for candidates ranging agencies wide, assured prerequisites prior to orientation.
Personal Banker
City National Bank
Newark, NJ
10.2014 - 10.2015
- Provided cash management services to clients: checking - savings accounts, money-market funds, and certificates of deposits.
- Worked as liaison between clients and loan processors for mortgages, home equity loans and personal loans (quote rate, take application and document collection for loan closings).
- Conducted audits for daily cash in the bank vaults and automated teller machine for reporting and operational initiatives.
- Managed personal and business accounts database by entering new and updated client account information.
- Practiced KYC procedures to ensure the safety of account holders, protection of banking confidentiality standards, and prevent misuse of banks.
Timeline
Relationship Banker
Valley Bank
03.2024 - Current
AI – Powered Data Entry Specialist
Innodata via Robert Half Inc.
12.2023 - 02.2024
General Manager
Arena Stem
04.2021 - 10.2023
Store Manager
U.S. Polo Assn.
09.2019 - 02.2021
Sales Manager / United Nations Liaison
Global Duty Free, INC
11.2017 - 07.2019
Human Resources Manager
Hudson Milestones, INC
12.2015 - 09.2017
Personal Banker
City National Bank
10.2014 - 10.2015