Juan Olave
Los Lunas,NM
Summary
Results-driven MBA student with expertise in relationship management, financial services, and community engagement across diverse industries. Skilled in effective communication and problem-solving, with a proven ability to facilitate successful collaborations and support varied client needs. Adept at leveraging resources to develop optimal solutions in financial and operational contexts. Strong administrative skills and meticulous record-keeping, focused on enhancing organizational efficiency and driving client satisfaction. Committed to applying business acumen and strategic thinking to achieve impactful results.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Lanlord Lison
New Mexico Coalition To End Homelessness
Albuquerque, New Mexico
07.2024 - Current
- Delivered direct services to over 200 landlords, increasing property management efficiency and tenant satisfaction.
- Conducted outreach to recruit new landlords, educating on program benefits.
- Provided regular check-ins to support landlords and address their needs.
- Resolved tenancy issues by proactively identifying problems with landlords and support agencies.
- Oversaw data collection and management of housing resources, including financial details for improved operations.
Financial Advisor
San Joaquin Valley College
ABQ, NM
01.2023 - 04.2024
- Managed a caseload of 3,500+ students in exploring financial education funding options.
- Formulated tailored financial plans for students, families, and veterans to enhance relationships.
- Processed payments, invoices, and federal award statements with precision and efficiency.
- Facilitated personalized financial literacy sessions to boost decision-making skills.
- Analyzed CRM data to compile financial reports, increasing operational efficiency by 20%.
Relationship Banker
Bank of America
ABQ, NM
05.2022 - 01.2023
- Cultivated strong client relationships to drive sustained business growth.
- Exceeded sales targets while delivering exceptional customer service.
- Collected customer insights to improve cross-selling strategies for new products.
- Assisted customers with banking inquiries and financial needs effectively.
Loan Processor
Dream Spring
ABQ, NM
05.2021 - 04.2022
- Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
- Collaborated with loan officers, customers, and underwriters to gather and verify crucial information.
- Processed diverse loan applications with precision, maintaining operational efficiency.
- Reviewed financial documents for compliance with lending policies before submission.
CS Team Lead
Aerotek
ABQ, NM
09.2018 - 05.2021
- Trained and mentored a team of 13 members on effective customer service techniques.
- Facilitated regular team meetings to promote communication and collaboration.
- Mentored junior team members to enhance their technical skills and knowledge.
- Developed training materials for onboarding new staff members efficiently.
Education
Master of Business Administration -
Eastern New Mexico University
Portales, NM12-2026
Bachelor of Business Administration -
New Mexico State University
Las Cruces, NMSkills
- Microsoft Office proficiency
- Relationship management
- Problem solving
- Time management
- Financial services expertise
- Portfolio management
- Sales skills
- Bilingual (Spanish)
- Data analysis
- Team leadership
Certification
• Social Media Marketing
• Trauma Informed
• Stigma Reduction
• Trauma Informed
• Stigma Reduction
References
References available upon request
Timeline
Lanlord Lison
New Mexico Coalition To End Homelessness
07.2024 - Current
Financial Advisor
San Joaquin Valley College
01.2023 - 04.2024
Relationship Banker
Bank of America
05.2022 - 01.2023
Loan Processor
Dream Spring
05.2021 - 04.2022
CS Team Lead
Aerotek
09.2018 - 05.2021
Master of Business Administration -
Eastern New Mexico University
Bachelor of Business Administration -
New Mexico State University