Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Juan Olave

Albuquerque,NM

Summary

Reliable successful individual at promoting customer loyalty, satisfaction and consultative techniques and diligent attention to individual needs. Knowledgeable about product merchandising. Dedicated and dependable relationship-builder with excellent organizational strengths.

Overview

6
6
years of professional experience

Work History

Financial Aid Advisor

San Joaquin Valley College
01.2023 - Current
  • Processed payments and documents such as invoices, reimbursements, federal awards and statements.
  • Counseled students and parents about financial options.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Analyzed budgets, financial reports and projections for accurate reporting of financial standing.

Relationship Banker

Bank Of America
05.2022 - 01.2023
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Educated clients on various financial matters and provided professional recommendations on products investment opportunities, and services based on each clients' individual needs.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Interviewed customers to obtain information needed for cross sell new products.

Loan Processor

DreamSpring
05.2021 - 04.2022
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Set up and completed loan submission packages.

Temp Worker

Aerotek
09.2018 - 05.2021
  • Managed workflow scheduling, data entry, and accuracy verification for large data projects.
  • Produced monthly reports with advanced Excel spreadsheet functions.
  • Communicated with clients regarding account services, statements, and balances via phone, email and in-person.
  • Trained new employees on best practices and customer care procedures to eliminate inefficiencies.

Sales Associate

Sitel
11.2017 - 08.2018
  • Offered each customer top-notch, personal service to cross sell Products while assuring customer satisfaction.
  • Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
  • Processed customer orders and inquiries via phone to foster top-quality service delivery.

Education

Associate of Arts - Business Administration

Central New Mexico Community College
Albuquerque, NM
03.2024

Skills

  • Sales Expertise
  • Customer Consulting
  • Bilingual English & Spanish
  • Loan processing & financial services knowledgeable
  • Hospitality
  • Microsoft Office

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Financial Aid Advisor

San Joaquin Valley College
01.2023 - Current

Relationship Banker

Bank Of America
05.2022 - 01.2023

Loan Processor

DreamSpring
05.2021 - 04.2022

Temp Worker

Aerotek
09.2018 - 05.2021

Sales Associate

Sitel
11.2017 - 08.2018

Associate of Arts - Business Administration

Central New Mexico Community College

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Juan Olave