Jorge Castro
Business /Commercial Banking
Houston
Summary
Accomplished banking professional with 15+ years of experience in retail and business banking. Expertise in commercial lending, client relationship management, and delivering tailored financial solutions. Proven ability to drive business growth, lead teams, and ensure compliance with regulatory requirements. Bilingual in English and Spanish.
Overview
29
29
years of professional experience
2
2
Certifications
Work History
Sr. Partner
Valiant Capital
11.2021 - Current
- Originated business/commercial loans for new and existing clients, fostering long-term relationships
- Provided comprehensive financial solutions tailored to client needs, enhancing satisfaction
- Developed profitable business relationships through networking and financial assessments
- Pre-underwrote credit facilities prior to submission, ensuring accurate documentation.
District Digital Relationship Manager
BBVA Compass Bank
04.2015 - 10.2021
- Developed and implemented policies for the Digital Department, ensuring compliance with legal and operational standards
- Mentored team members in best practices for sales and customer service, leading to improved performance
- Strategized business operations, driving sales growth and managing a team of 16 employees
- Streamlined operational processes, enhancing efficiency and delivering actionable reports.
Digital Relationship Advisor
BBVA Compass Bank
02.2014 - 04.2015
- Generated an annualized average of $2M in new business through targeted client acquisition and relationship-building strategies
- Retained customers by resolving issues promptly and delivering exceptional service
- Articulated value propositions to clients, driving sales and securing new accounts
- Enhanced profitability through effective sales strategies and pipeline development.
Branch Retail Executive IV
BBVA Compass Bank
01.2010 - 02.2014
- Delivered comprehensive process flows for bank-wide operations, identifying areas for improvement
- Achieved a 52% increase in branch sales by promoting bank services and products
- Maintained an 85% client retention rate through strategic investment planning.
Financial Center Manager
Wachovia Bank NA
07.2008 - 02.2010
- Streamlined operations and financial controls, leading to increased efficiency
- Planned budgets to maximize revenue while minimizing expenses
- Led a team of sales and service professionals, consistently exceeding sales goals.
Home Loan Originator
First Continental Mortgage Co
07.2007 - 07.2008
- Marketed and developed relationships with sales counselors, generating 40% of loans from assigned communities
- Provided exceptional customer service, achieving a 98% customer satisfaction rate.
Home Loan Consultant
Countrywide Home Loans
01.2006 - 01.2007
- Represented the company in the local community, generating referral business and developing key relationships
- Achieved million-dollar club status through consistent sales performance.
Vice President, Financial Center Manager
Bank of Texas NA
01.2001 - 01.2004
- Developed and expanded business relationships, consistently increasing sales and loans by 30%
- Managed branch operations with a focus on customer service, leading to significant growth.
Vice President, Financial Center Manager
Washington Mutual
01.1998 - 01.2001
- Increased branch profitability through business loan development and investment sales
- Led initiatives to enhance branch revenue through targeted sales strategies.
Business and Personal Banker
Bank of America
01.1996 - 01.1998
- Managed top branch customers, far exceeding sales goals in lending and account sales
- Resolved customer service issues effectively, maintaining high compliance and minimal branch losses.
Education
Bachelor of Business Administration (BBA) - [Your Major]
Instituto Tecnologico De Tuxtepec
Tuxtepec Oaxaca Mexico06.1989
Skills
Business Lending: Origination and underwriting of business loans
Client Relationship Management: Building and maintaining profitable business relationships
Sales & Business Development: Driving growth through client acquisition and cross-selling
Leadership & Team Development: Mentoring and leading teams to achieve targets
Regulatory Compliance: Ensuring adherence to industry regulations
Bilingual Communication: Fluent in English and Spanish
Strategic leadership
Operational Excellence
Data-driven decision-making
Strategic Planning
Business Development
Websites
Certification
[Relevant Certification Name], [Year]
Languages
English
Spanish
Timeline
Sr. Partner
Valiant Capital
11.2021 - Current
District Digital Relationship Manager
BBVA Compass Bank
04.2015 - 10.2021
Digital Relationship Advisor
BBVA Compass Bank
02.2014 - 04.2015
Branch Retail Executive IV
BBVA Compass Bank
01.2010 - 02.2014
Financial Center Manager
Wachovia Bank NA
07.2008 - 02.2010
Home Loan Originator
First Continental Mortgage Co
07.2007 - 07.2008
Home Loan Consultant
Countrywide Home Loans
01.2006 - 01.2007
Vice President, Financial Center Manager
Bank of Texas NA
01.2001 - 01.2004
Vice President, Financial Center Manager
Washington Mutual
01.1998 - 01.2001
Business and Personal Banker
Bank of America
01.1996 - 01.1998
Bachelor of Business Administration (BBA) - [Your Major]
Instituto Tecnologico De Tuxtepec