Juan Pellot
Newark,NJ
Summary
Seasoned Lending Support Specialist with a proven track record at Bluevine, enhancing customer relations and managing risks with expertise. Excelled in banking operations, achieving top QA metrics and fostering customer loyalty through exceptional service. Skilled in Microsoft Excel and collaborative leadership, I've significantly improved team performance and transaction accuracy.
Overview
13
13
years of professional experience
Work History
Lending Support Specialist
Bluevine
Jersey City, NJ
04.2023 - Current
- Resolve highly escalated issues by utilizing comprehensive knowledge of banking processes and systems
- Support customers via email, phone, and chat, delivering responsive and exceptional service
- Meet or exceed QA metrics in call recordings, emails, and chat responses
- Identify and address risks, escalating when necessary to prevent business impact
- Assist peers by becoming a subject matter expert in banking operations
Universal Banker
Investors Bank
Hillside, NJ
11.2021 - 01.2023
- Processed financial transactions, including checks, currency orders, and loan payments, ensuring accuracy and compliance
- Advised customers on banking products and services, such as mortgages, personal loans, and credit products
- Opened and managed various account types, performed clerical duties, and maintained accurate financial reports
- Built strong relationships with clients, offering personalized financial solutions and fostering customer loyalty
Universal Banker
Valley Bank
Kearny, NJ
11.2017 - 11.2022
- Assisted customers with daily banking needs, including deposits, withdrawals, and account maintenance
- Handled currency and check processing, ensuring accuracy in transactions and daily balancing
- Compiled and organized customer account information, ensuring all forms and documents were properly filed
Customer Service Representative
Lowe's Home Improvement
Union, NJ
03.2015 - 10.2017
- Provided customers with product information and assistance on the sales floor
- Resolved customer inquiries and concerns in a timely, professional manner
- Ensured excellent customer experiences, contributing to a positive store environment
Cashier
Home Depot
North Bergen, NJ
03.2012 - 09.2014
- Delivered friendly and courteous service, assisting customers with product questions and transactions
- Managed an average of 50+ transactions daily, ensuring accurate cash handling and drawer balance
- Developed and implemented a customer service training manual, improving team performance
Education
Business Administration - Marketing
Bloomfield College
Bloomfield, NJSkills
- Customer Relations Enhancement
- Banking Expertise
- Risk Management
- Accurate Transaction Processing
- Retail Sales Management
- Effective Scheduling Skills
- Microsoft Excel Expertise
- Collaborative Leadership
Languages
Spanish
Professional
Timeline
Lending Support Specialist
Bluevine
04.2023 - Current
Universal Banker
Investors Bank
11.2021 - 01.2023
Universal Banker
Valley Bank
11.2017 - 11.2022
Customer Service Representative
Lowe's Home Improvement
03.2015 - 10.2017
Cashier
Home Depot
03.2012 - 09.2014
Business Administration - Marketing
Bloomfield College