Jose Calderon
Regions Bank
Ocala,FL
2
Languages
1
Certification
7
years of professional experience
Professional Senior Relationship banker with over 15 years of strong analytical skills and deep understanding of financial services, risk management, and customer relations. Adept at team collaboration and consistently achieving high-impact results. Reliable and adaptable to changing needs, with expertise in financial analysis, loan processing, and regulatory compliance. Recognized for strong communication abilities and problem-solving skills.
Work History
Senior Relation Banker
1 Year 3 Months- Supported team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
- Focus on acquiring and deepening existing customer relationships with a focus on Preferred banking households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth savings conversations.
- Developed strategies to enhance branch performance and customer satisfaction. Observed, coached and developed bankers in support of reaching performance objectives.
Loan Specialist
2 Years 9 Months- Obtained, Verified and compiled copies of loan applications, credit histories, corporate financial statements, and other financial information.
- Obtained, verified, and compiled loan applications, credit histories, corporate financial statements, and other financial information to assess loan eligibility.
- Established and maintained referral relationships with potential and existing customers, realtors, and investors to drive business growth.
- Collaborated with underwriters to streamline approval processes and enhance turnaround times.
Senior Relationship Banker
3 Years 3 Months- Developed and maintained strong relationships with individual and business clients by assessing financial needs and delivering tailored solutions.
- Provided strategic financial recommendations aligned with individual client needs and circumstances.
- Achieved sales targets by prospecting new clients and generating leads through targeted outreach. Manager approximately 30 incoming calls, emails and faxes per day from clients.
Education
Some College (No Degree) - Business Management
Skills
Financial services
Sales expertise
Microsoft Office expertise
Customer service expert
Relationship building
Team coaching and training
Employee development
Cash handling
Languages
English
Spanish
Certification
- Mortgage Loan Originator
- 2-14 Life and Vaiable Annuity
- Notary
Timeline
Senior Relation Banker
Regions Bank
07.2025 - CurrentRead More
Loan Specialist
Bluegrey Mortgage
10.2022 - 07.2025Read More
Senior Relationship Banker
Truist Bank
07.2019 - 10.2022Read More
LA Guardia Community College
Some College (No Degree) from Business Management
Read More