Josefa Cano-Caballero
Longmont,Co
Summary
with 10 + years in lending experience ,7 years banking experience. Leading and driving sales, marketing. Highly detail oriented and professional banker successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant 4
USbank
Boulder, Colorado
05.2022 - Current
- Build rapport with clients to recommend what best fits their needs, Build relationships with all partners
- Attend local events in community to promote US bank and be known in community
- CEM branch leader
- Driving credit card sales, Consumer/ Business Loans
Senior Banker
FNBO
Longmont, Co
03.2021 - 05.2022
- Account openings, credit cards applications, Loan applications and all lending needs
- Cash audits, manage cash dispensing machine
- Train new employees, create and manage work schedule for branch
- Built relationships with all partners
Financial Specialist
Key Bank
Boulder, Co
08.2018 - 04.2020
- Financial reviews to identify needs for clients and businesses
- Cash ordering for branch, balance and manage vault, perform quarterly audits
- Universal banker was able to help customers with all needs from my desk
Loan Officer
OneMain Financial
Arvada, Colorado
06.2015 - 07.2018
- Loan applications, underwriting, collections
- Credit report review, research for opportunities
- Auto loans, build partnerships with local auto dealers to process their loans
- Marketing, Cold Calling, Calling Leads
General Manager
Aarons Sales
Longmont, CO
09.2007 - 05.2015
- Annual Budgets, Profit & Loss
- Trainer for my location and other locations
- Collections and Sales Management to meet all quotas given
- Marketing 2-3 times weekly to grow store
- Manage all bank deposits and daily operations
Education
Managment training - Branch Leader Development Program
Colorado/NM Leadership
Loveland, CO01-2024
High School Diploma -
Weld County High School
Longmont05-2004
Skills
- Account Management
- Sales Management
- Merchandising
- Profit & Loss
- Recruiting
- Accounting
- Salesforce
- Credit Analysis
- Financial Services
- Underwriting
- Accounts Payable
- Time management
- Goal Oriented
- Teamwork
- Problem solving
- Self-motivated
- Strategic planning
- Good communication
- DealerTrack
Certification
Certified Notary
Timeline
Client Relationship Consultant 4
USbank
05.2022 - Current
Senior Banker
FNBO
03.2021 - 05.2022
Financial Specialist
Key Bank
08.2018 - 04.2020
Loan Officer
OneMain Financial
06.2015 - 07.2018
General Manager
Aarons Sales
09.2007 - 05.2015
Managment training - Branch Leader Development Program
Colorado/NM Leadership
High School Diploma -
Weld County High School
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