Jeremy Sanchez
Alhambra,CA
Overview
9
9
years of professional experience
Work History
Relationship Banker
Bank of America
Eagle Rock, CA
02.2022 - Current
- Recipient of Bank of America Pinnacle Award for years 2022 and 2023.
- Member of BPG and mentee program.
- Advised customers on bank solutions, services, and financial planning options.
- Integrated marketing promotions and programs into conversations to educate and inform customers. Modified, opened, and closed customer accounts.
- Educated customers on options for managing financial transactions by leveraging technology, tools, and resources.
- Managed lobby to set expectations for all clients to ensure a better customer experience. Peer mentor to new hire, relationship banker.
Resident Manager
LB Property Management
Sherman Oaks , CA
12.2015 - 11.2022
- Collected and kept careful records of rental payments. Deposit all rent checks while keeping a record of all tenant payments and non-payments.
- Monitored and documented all income, including delinquencies. Managed all day-to-day activities involving tenants, maintenance requests, and property issues.
- Tracked purchase orders and followed up with vendors on scheduled work.
- Monitored common areas for cleanliness and safety.
- Resolved tenant disputes, tenant emergencies, and built a rapport with the local police department while maintaining a safe environment for the property in emergency situations.
Accounts Receivable
LB Property Management
Sherman Oaks, CA
10.2016 - 02.2022
- Deposited third-party checks, as well as monthly reserve transfers.
- Opened and assigned new client accounts. Verified details of transactions, including funds received, and total account balances.
- Entered a high volume of new lease agreements, rent increases, and lease renewals.
- Resolved tenant ledger discrepancies. Responsible for daily method of payments, check deposits to lockbox, and mailed checks to corporate office from homeowners, as well as tenants.
Accounts Payable
LB Property Management
Sherman Oaks, CA
10.2015 - 09.2016
- Coordinate approved processes of all accounts payable invoices.
- Process vendor invoice payments. Research and resolve billing and invoice problems.
- Rectify escalated accounts payable issues from employees and vendors. In charge of all scheduled owner distributions.
- Administer corporate monthly reimbursements.
- Organize and code all tax payments, property taxes, and business taxes. Responsible for following up with all owners regarding method of payments.
Education
High School Diploma - GED
Cleveland High School
2007
Accounting - 2014 - 2016
Moorpark College
Skills
- Account Management
- Complex problem solving
- Strong communication skills
- Active listener
- Referral Identification
- Cash management
- Bilingual (Spanish)
- Relationship building
- Multitasking
- Client Centric
Objective
Dedicated and results-driven professional with a strong focus on leveraging digital tools to enhance client financial journeys. Proven ability to guide clients through personalized financial solutions using innovative digital platforms, ensuring a seamless and impactful experience. Eager to contribute expertise in digital banking and client support to empower individuals in achieving their financial goals while driving business growth.
Timeline
Relationship Banker
Bank of America
02.2022 - Current
Accounts Receivable
LB Property Management
10.2016 - 02.2022
Resident Manager
LB Property Management
12.2015 - 11.2022
Accounts Payable
LB Property Management
10.2015 - 09.2016
High School Diploma - GED
Cleveland High School
Accounting - 2014 - 2016
Moorpark College