Jesse Fernandez
Dallas,TX
Summary
To secure a position with a well-established organization and stable environment where my strong skills can be showcased. Respected planner and leader of a customer-focused team; encourage a mutual, keen commitment to customer service as a key driver of company goal achievements. Lead by example and ensured the execution of all safety, security, quality, and store operations policies. Function in a fast-paced, retail office environment. Business Advisor with many years of experience fully assessing client needs and developing custom strategies to promote growth and financial success. Successful client and partner relationship management. Advanced theories for stable business growth and development. Strategically-minded Business Advisor known for high productivity and efficient task completion. Specialized skills include strategic planning, market analysis, and financial forecasting. Excel in communication, problem-solving, and adaptability, ensuring seamless collaboration and innovative solutions in diverse business environments.
Overview
19
19
years of professional experience
Work History
Business Advisor
USAA Federal Savings Bank
San Antonio, TX
01.2016 - 08.2024
- Developed comprehensive business plans and strategies to help clients achieve their goals.
- Provided advice on financial management, marketing, operations and organizational development.
- Advised on compliance with federal, state, and local laws and regulations.
- Facilitated meetings between senior management teams to discuss strategic initiatives.
- Evaluated existing internal processes and systems to suggest improvements or updates as needed.
- Assessed customer needs and provided tailored solutions that met those requirements.
- Consulted with clients regarding new products or services they wanted to introduce into the marketplace.
- Presented detailed reports outlining progress made towards achieving set objectives.
- Provided guidance on how best to use technology in order to maximize productivity.
Financial Advisor
JP Morgan Chase
San Antonio, TX
03.2013 - 01.2024
- Processed cash/credit card payments rapidly and accurately, along with offering additional services.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Reviewed and analyzed financial statements of potential borrowers to determine credit worthiness.
- Analyzed customer payment histories to assess credit risk profiles.
- Performed ACH origination functions, including batch creation, balancing, and submission to the Federal Reserve Bank.
- Researched customer inquiries related to ACH transactions.
- Processed incoming electronic payments and debits according to established procedures.
- Conducted periodic audits of existing processes and procedures for accuracy and efficiency.
- Collaborated with other departments to resolve complex issues related to ACH processing.
Enrollment Specialist
San Antonio College
San Antonio, TX
01.2010 - 03.2013
- Assisted students with completing enrollment documents, such as applications and financial aid forms.
- Verified all required documentation prior to enrolling a student in classes.
- Answered incoming calls from prospective students seeking admissions information.
- Coordinated with other departments to ensure timely processing of admission applications.
- Resolved student inquiries regarding registration and enrollment processes.
- Maintained up-to-date knowledge of changes in college policies, procedures, regulations, and fees.
Owner/Operator
Texas Rebar
Elgin, TX
03.2008 - 01.2012
- Cut and fitted wire mesh or fabric, using hooked rods, and position fabric or mesh in concrete to reinforce concrete
- Cut rods to required lengths, using metal shears, hacksaws, bar cutters, or acetylene torches
- Position and secure steel bars, rods, cables, or mesh in concrete forms, using fasteners, rod-bending machines, blowtorches, and hand tools
- Operated high pressure washing equipment
- Installed and repairs piping, valves, pumps, motors
- Installed and repair pipelines
- Also did payroll and hours for employees
Stock Supervisor
Old Navy
San Antonio, TX
12.2008 - 03.2011
- Managed and introduced training programs that enhanced employee performance, helped build a motivated workforce, and monitored inventory levels to maximize efficiency.
- Monitor and maintain the sales and purchase records.
- Handle the various tasks of current sales and promotions, separating charge slips, and making deposits.
- Monitored warehouse operations to ensure compliance with established safety regulations.
- Assessed stock levels and identified shortages or overages of inventory items.
Culinary Specialist/Medic/Military Police
U.S. Navy
Bremerton, WA
01.2006 - 01.2008
- Patrolled industrial or commercial premises to prevent and detect signs of intrusion and ensure security of doors, windows, and gates
- Answered telephone calls to take messages, answer questions, and provide information during non-business hours
- Maintained accurate records for a Naval Hospital and supervised over 200 personnel accomplishing goals
- Maintained industrial gas lines along with maintaining safety among employees
Education
Bachelors - Civil Engineering
University of Texas At San Antonio
San Antonio, TX08-2023
Associates - Applied Science
San Antonio College
San Antonio, TX01.2012
Graduate -
Somerset High School
Somerset, TX01.2005
Skills
- Stock/receiving Management
- Cost-Reduction Strategies
- Adapting to new systems
- Customer Satisfaction Development
- Customer Service Management
- Employment/Recruiting employees
- Teambuilding & Training
- Complaint Handling Resolutions
- Order Fulfillment
- Operations Management
- Business Analysis
- Planning and execution
- Training proficiency
- Strategic Planning
- Business Development
- Debit card dispute claims resolution
Trainingandactivities
Completed numerous courses and seminars in customer service, inventory control, loss prevention, time management, leadership, performance assessment and safety. Volunteered with Tutoring, Registration Assistance, Guidance with on Campus locations & greatly contributed overseas in naval assistance.
Timeline
Business Advisor
USAA Federal Savings Bank
01.2016 - 08.2024
Financial Advisor
JP Morgan Chase
03.2013 - 01.2024
Enrollment Specialist
San Antonio College
01.2010 - 03.2013
Stock Supervisor
Old Navy
12.2008 - 03.2011
Owner/Operator
Texas Rebar
03.2008 - 01.2012
Culinary Specialist/Medic/Military Police
U.S. Navy
01.2006 - 01.2008
Bachelors - Civil Engineering
University of Texas At San Antonio
Associates - Applied Science
San Antonio College
Graduate -
Somerset High School