Juan Menjivar
ISSAQUAH,Washington
Summary
Loan officer offering vast knowledge of banking regulations and compliance procedures. Dedicated to maintaining professionalism and integrity. Driven Loan Officer with track record in mortgage and home lending product sales. Demonstrating strong interpersonal skills and exceptional service throughout sales process.
Overview
25
25
years of professional experience
Work History
Loan Officer
Flagstar
Bellevue, WA
05.2022 - 08.2022
- Submitted loan applications to underwriter for verification and recommendations.
Loan Officer
Bank Of America
Bellevue, WA
09.2016 - 03.2022
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Recommended loan approvals and denials based on customer loan application reviews.
- Maintained strict confidentiality of bank records and client information.
Bank Branch Manager
Bank Of America
Redmond, WA
01.2010 - 09.2016
- Assessed employee performance and developed improvement plans.
- Identified and capitalized on community business opportunities with effective networking.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Assistant Manager
Bank Of America
Redmond, WA
06.2006 - 01.2010
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
Personal Banker
Bank Of America
Redmond, WA
01.2000 - 06.2006
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Teller Supervisor
Bank Of America
Seattle, WA
10.1997 - 01.2000
- Examined tellers' reports of daily transactions for accuracy.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Counted cash drawers and made bank deposits.
Education
Associate of Arts - Marketing
The Art Institute of Seattle
Seattle, WA08.1995
Skills
- Financial Transactions Expertise
- Loan Processing Coordination
- Complaint Handling
- Loan File Maintenance
- Automated Underwriting Systems
- Customer Relations
Timeline
Loan Officer
Flagstar
05.2022 - 08.2022
Loan Officer
Bank Of America
09.2016 - 03.2022
Bank Branch Manager
Bank Of America
01.2010 - 09.2016
Assistant Manager
Bank Of America
06.2006 - 01.2010
Personal Banker
Bank Of America
01.2000 - 06.2006
Teller Supervisor
Bank Of America
10.1997 - 01.2000
Associate of Arts - Marketing
The Art Institute of Seattle
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