JOHN P MANZANARES
PARKER,COLORADO
Summary
Highly motivated professional with diverse work history in Finance, Banking, Construction. Strong problem-solving abilities, thirst for learning, and exceptional communication skills. Committed to contributing to team success and driving positive outcomes. Thrives on embracing new challenges and dedicated to advancing organizational objectives with enthusiasm and a proactive approach.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
Thrivent Financial
10.2023 - 02.2025
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Mortgage Loan Originator
Pentrust Mortgage Group
08.2020 - 10.2023
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
- Structured loans creatively to address unique borrower situations and maximize approval chances without compromising compliance standards.
- Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meet clients'' needs.
Licensed Financial Wellness Consultant
Key Bank
01.2016 - 08.2020
- Established rapport with clients through attentive listening, understanding their financial needs, and recommending suitable products and services.
- Contributed to branch sales goals by proactively identifying opportunities for cross-selling and upselling banking products.
- Maintained up-to-date knowledge of industry trends, regulations, and competitor offerings to provide informed advice to clients.
Personal Banker III
U.S. Bank
01.2014 - 01.2016
- Six-time "Star of Excellence" winner awarded to the top sales producers in the banking region
- Demonstrated superior sales production in consumer, business and investment divisions
- Excellent client and project management skills
- Deep industry experience with the ability to advise clients on relevant issues
- Strong relationship-builder and team player with partners and clients
- Ability to handle high volumes of complex work in short time periods in a demanding work environment
Banker/Assistant Branch Manager
U.S. Bank
01.2012 - 01.2014
- Direct management of the overall operational function of the branch with regards to money, policy, and security
- Built consumer loan growth by $4,000,000+ at year end 2012
- Ensure all banking regulation policies were observed while maintaining good customer relationships
- Provide outstanding customer service for new and existing customers
- Reconcile bank accounts daily to ensure corrections and accuracy while addressing any shortfalls
- Facilitate leadership and coaching of tellers and bankers to ensure personal and professional development
Education
Bachelor of Arts - Psychology, Kinesiology
Skills
- Investment Strategy Consulting
- Retail and Commercial Banking Specialist
- Client Relationship Development
- Insurance Strategy Development
- Construction and Geotechnical Project Management and Inspection
Certification
- Nation Wide Mortgage Licensing System- NMLS, #679953
- Series 7, (General Securities Representative)
- Series 66, (Uniform Combined State Law Exam)
- Colorado Life and Health Representative
Timeline
Financial Advisor - Thrivent Financial
10.2023 - 02.2025
Mortgage Loan Originator - Pentrust Mortgage Group
08.2020 - 10.2023
Licensed Financial Wellness Consultant - Key Bank
01.2016 - 08.2020
Personal Banker III - U.S. Bank
01.2014 - 01.2016
Banker/Assistant Branch Manager - U.S. Bank
01.2012 - 01.2014
University of Northern Colorado - Bachelor of Arts, Psychology, Kinesiology
Similar Profiles
Ann SandersAnn Sanders
Financial Associate at Sage Path Financial Consultants-Thrivent FinancialFinancial Associate at Sage Path Financial Consultants-Thrivent Financial
Tyra GravesTyra Graves
Case Manager at Thrivent FinancialCase Manager at Thrivent Financial
Divya ManthaDivya Mantha
Senior Engineer - Engineering Lead at Thrivent FinancialSenior Engineer - Engineering Lead at Thrivent Financial