Jorge A. Colon
Cleveland,USA
Summary
Dedicated professional with demonstrated strengths in customer service, time management and trend tracking. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
8
8
years of professional experience
Work History
Virtual Banker
First Federal Lakewood
02.2025 - Current
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Processed loan applications efficiently, leading to higher rate of successful approvals and customer satisfaction.
- Facilitated community outreach programs to increase brand visibility and trust within local community.
Business Banker SBA Specialist
First Federal Lakewood
02.2023 - 02.2025
- Ensured adherence to all regulatory requirements related to lending activities.
- Attended networking events to establish relationships with local businesses and professionals.
- Resolved client issues promptly through effective communication with internal departments and external partners.
- Managed loan portfolios, including underwriting, approval, closing, and servicing processes.
Business Lending Relationship Manager
Economic and Community Development Institute
05.2021 - 02.2023
- Managed loan portfolios, including underwriting, approval, closing, and servicing processes.
- Prepared comprehensive credit memorandums detailing loan requests for review by senior management.
- Attended networking events to establish relationships with local businesses and professionals.
- Collaborated with team members and other departments to provide seamless service delivery.
Personal Banker
KeyBank
11.2018 - 04.2021
- Successful at continually meeting or exceeding sales and service objectives.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Expanded client base by promoting new financial products.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Store Manager
Sprint Store
04.2018 - 10.2018
- Completed all daily tasks and special assignments with an efficient and quality-driven approach.
- Scheduled and led weekly store meetings for all employees.
- Responded to customer concerns with friendly and knowledgeable service.
- Led team by example to maintain focus on performance and achieving targets.
Personal Banker
Fifth Third Bank
08.2017 - 04.2018
- Maintained friendly and professional client interactions at all times.
- Closely monitored the performance of current portfolio of specialty loans and made changes to achieve performance targets.
- Answered clients' questions about the purposes and details of financial plans and strategies.
- Handled account management needs for new and existing customers.
Education
Bachelor of Science (B.S.) - Business Studies
Cleveland State University
05-2026
Associate in Arts (A.A.) - Business Studies
Cuyahoga Community College
Cleveland, Ohio05.2022
Skills
- Business development
- Client relationship management
- Adaptability
- Cross-selling products
- Time management
- Problem-solving abilities
- Sales strategy
- Portfolio Management
- Risk management
LANGUAGES
Bilingual in English and Spanish
Timeline
Virtual Banker
First Federal Lakewood
02.2025 - Current
Business Banker SBA Specialist
First Federal Lakewood
02.2023 - 02.2025
Business Lending Relationship Manager
Economic and Community Development Institute
05.2021 - 02.2023
Personal Banker
KeyBank
11.2018 - 04.2021
Store Manager
Sprint Store
04.2018 - 10.2018
Personal Banker
Fifth Third Bank
08.2017 - 04.2018
Associate in Arts (A.A.) - Business Studies
Cuyahoga Community College
Bachelor of Science (B.S.) - Business Studies
Cleveland State University
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