Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Jorge Trejo

Fort Worth

Summary


Experienced with managing branch operations and driving team performance to achieve business goals. Utilizes strategic planning and effective leadership to enhance operational efficiency. Track record of fostering strong client relationships and implementing successful financial strategies.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Branch Manager

World Finance
06.2024 - 07.2025
  • Managed daily branch operations to ensure compliance with company policies and financial regulations.
  • Developed and implemented team training programs to enhance customer service skills among staff.
  • Oversaw loan processing and underwriting procedures, ensuring accuracy and timely approvals.
  • Cultivated relationships with local businesses to promote financial products and services effectively.
  • Analyzed branch performance metrics to identify areas for improvement and drive operational efficiency.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.

Financial Services Representative

World Finance
06.2022 - 06.2024
  • Assisted clients in navigating financial products and services to meet individual needs.
  • Processed account transactions accurately to ensure compliance with regulatory standards.
  • Educated customers on investment options, enhancing their understanding of market trends.
  • Developed strong relationships with clients through effective communication and personalized service strategies.
  • Collaborated with team members to improve customer service protocols and response times.

Anti-Money Laundering Analyst

ADP
05.2020 - 06.2022
  • Verifying the identity of customers and assessing their risk profiles.
  • Analyzing financial transactions for unusual patterns or suspicious activity that may indicate money laundering or terrorist financing.
  • Filing reports with the relevant authorities when suspicious activity is detected.
  • Identifying and evaluating potential vulnerabilities to money laundering within an organization.

Personal Banker

Wells Fargo
01.2017 - 05.2020
  • Assisting with opening and closing accounts, processing transactions, and managing account information.
  • Offering guidance on various financial products and services, including loans, investments, and retirement planning.
  • Developing strong relationships with customers to understand their financial needs and goals, and providing tailored advice and solutions.
  • Handling cash and check deposits, withdrawals, and other transactions, ensuring accuracy and compliance with bank procedures.

Education

Bachelor of Science - Psychology

UNITEC
MEXICO
07-2027

Associate of Science - Medical Informatics

WESTERN TECH
EL PASO TX
08-2014

Skills

  • Branch operations management
  • Customer service
  • Microsoft Office proficiency
  • Excellent time management skills
  • Tax preparation expertise
  • Loan processing expertise
  • Conduct compliance audits
  • Proficient in bilingual communication

Accomplishments

  • Increased monthly revenue 95% through implementation of strategic initiatives.
  • Improved loan production by 100% in a span of 1 years
  • Received the “High Performance Award” for exemplary performance and recognition for handling the largest account in the company.
  • Repeatedly received recognition from superiors for excellence in service.
  • Improved employee satisfaction and reduced turnover 90%.
  • Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.

Certification

  • TAX PREPARER CERTIFICATION
  • CYBER SECURITY CERTIFICATION
  • CREDIT SPECIALIST

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Branch Manager

World Finance
06.2024 - 07.2025

Financial Services Representative

World Finance
06.2022 - 06.2024

Anti-Money Laundering Analyst

ADP
05.2020 - 06.2022

Personal Banker

Wells Fargo
01.2017 - 05.2020

Bachelor of Science - Psychology

UNITEC

Associate of Science - Medical Informatics

WESTERN TECH

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