Julian Sanchez
Mortgage Loan Officer
Summary
Accomplished Relationship Banker with a proven track record at Truist Bank, adept in financial analysis and relationship building. Excelled in enhancing cross-selling success and achieving high customer satisfaction through effective problem-solving and teamwork. Demonstrated strong client account management and sales development skills, contributing significantly to branch performance metrics.
Overview
8
8
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Relationship Banker
Truist Bank
04.2023 - 11.2024
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Analyzed customers' financial information to deliver personalized account guidance.
Universal Banker
Truist Bank
02.2022 - 04.2023
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
Assistant Manager
Bobby Cox Companies Inc
07.2020 - 02.2022
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
Administrative Assistant
Serproint S.A.S
02.2017 - 03.2020
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
Education
GED -
General Educational Development
Austin, TX 05.2001 -
BBA - International Business Management
Fundacion Universitaria Konrad Lorenz
Bogota, Colombia 05.2001 -
Skills
Relationship building and management
Credit assessment
Teamwork and collaboration
Multitasking Abilities
Goal oriented
Sales development
Financial analysis
Data interpretation
Client account management
Problem-solving abilities
Client relationship building
Customer Service-oriented
Certification
NMLS# 2483603
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
NMLS# 2483603
05-2023
Relationship Banker
Truist Bank
04.2023 - 11.2024
Texas Notary Public#133770409
05-2022
Universal Banker
Truist Bank
02.2022 - 04.2023
Assistant Manager
Bobby Cox Companies Inc
07.2020 - 02.2022
Administrative Assistant
Serproint S.A.S
02.2017 - 03.2020
GED -
General Educational Development
05.2001 -
BBA - International Business Management
Fundacion Universitaria Konrad Lorenz
05.2001 -