Jorge Marquez
El Paso,TX
Summary
Results-driven sales professional with a proven track record in engaging and nurturing relationships with retirement plan participants and prospective customers. As an Outbound Sales Coordinator, I possess a deep understanding of Empower Financial Services and excel in providing exceptional customer service while driving sales growth. With a passion for building connections and a focus on meeting clients' financial goals, I am eager to leverage my expertise to contribute to the success of Empower Financial Services.
Overview
10
10
years of professional experience
Work History
Consumer Loan Officer
GECU
05.2022 - 02.2023
Relationship Officer
GECU
11.2018 - 05.2022
Consumer Loan Officer
02.2016 - 10.2018
- Worked with members via face to face interviews, and through remote channels such as phone and email to answer questions, process transactions and resolve issues
- Responsible for submitting loan applications, obtained directly from members through a virtual set up, phone, and face to face interviews
- (Possible replacement to bullet above)
- Prepared and finalized applications for underwriting by analyzing credit reports and obtaining necessary information as it pertained to the application
- Obtaining and reviewing credit reports, and making precise recommendation for approval or denial to underwriting analysts by the assessment of members financial landscape to include credit history
- Analyzing credit reports and obtaining necessary information as it pertained to the application, utilizing good judgement and keeping the best interest of GECU and the member in mind
- Analyze members’ financial situations and determine appropriate products based on their specific needs and goals, proposing loan options in a clear, concise and compelling manner in order to effectively generate sales
- (Possible replacement or addition to the 2 bullets above)
- Providing excellent member service to all current or new members of GECU
- Provided first contact resolution to members in the event of any escalated issue or concern
- Built and maintained relationships with new and further strengthen existing member relationship by providing high level expertise of GECU products and services
- Assisted members with loans and new accounts, provided financial counseling, explained GECU products and services, to include policies and procedures and looked for cross selling opportunities.
Branch Supervisor
First Convenience Bank
08.2014 - 02.2016
Personal Banker
04.2013 - 07.2014
- Hired as a Personal Banker 1 and was quickly promoted through the ranks to a Branch Supervisor
- Served as the Vault Teller and was responsible for the processing, verifying and balancing of inbound and outbound cash orders, as well as replenishing and maintaining the ATM’s
- Always placed special emphasis on even the smallest detail to ensure that the banks integrity and reputation were never in question
- Responsible for the training and development of new employees
- Assisted front line staff with handling of escalations
- Resolved customer account problems and managed large transactions
- Balanced the vault and atms on a daily and weekly basis and processed daily audits averaging 1 million dollars
- Took care of deposits, withdraws, new account opening, wire transfers, etc
- Established new account relationships
Education
Diploma -
Canutillo High School
2011
Skills
- Multi-task and ability to work in high fast paced environment
- Ability to work Independently
- Problem solving
- Budget assessment
- Knowledge of FHA, Conventional and VA Loan products
- Knowledge of Down Payment Assistance Programs
- Loan Origination Software
- Strong communication skills both written and oral
- Sales and Marketing Skills
- Member focused
- Relationship Management
- Customer Service
- Problem-Solving
- Product Knowledge
- Leadership and Coaching
- Credit Assessment
- Professionalism and Ethics
Timeline
Consumer Loan Officer
GECU
05.2022 - 02.2023
Relationship Officer
GECU
11.2018 - 05.2022
Consumer Loan Officer
02.2016 - 10.2018
Branch Supervisor
First Convenience Bank
08.2014 - 02.2016
Personal Banker
04.2013 - 07.2014
Diploma -
Canutillo High School
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