Kevin Peralta
Salt Lake City
Summary
Professional with solid background in financial industry, prepared for this role. Skilled in loan and account assessment, sales, and customer service, ensuring optimal client satisfaction and compliance. Strong focus on team collaboration, unity and adaptability, enabling effective response to changing business needs. Reliable and results-driven, consistently contributing to organizational success.
Overview
6
6
years of professional experience
Work History
Loan Officer
Mountain America Credit Union
06.2024 - 03.2025
- Maintained strict confidentiality of bank records and client information. Followed proper verification to ensure client security.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
Team Lead
Mountain America Credit Union
08.2020 - 06.2024
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives. Worked hard to ensure team members were listened to, had sufficient support, and felt good in their role.
- Trained new team members by relaying information on company procedures and requirements.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
Help Desk Agent
Mountain America Credit Union
10.2018 - 08.2020
- Took inbound calls from frontline agents to answer questions, look for solutions for clients, and deliver exceptional experiences.
- Was a subject matter expert on various topics and departments across the credit union.
- Resolved escalated issues by speaking directly with clients, showing empathy, efficiency and care when handling their complaints.
- Maintained detailed records of customer interactions, documenting resolutions for future reference.
Education
High School Diploma -
Kearns High School
Kearns, Utah06-2014
Skills
- Relationship building and management
- Regulatory compliance
- Sales expertise
- Financial advising
- Customer service-focused
- Loan servicing
Languages
Spanish
Native or Bilingual
Timeline
Loan Officer
Mountain America Credit Union
06.2024 - 03.2025
Team Lead
Mountain America Credit Union
08.2020 - 06.2024
Help Desk Agent
Mountain America Credit Union
10.2018 - 08.2020
High School Diploma -
Kearns High School
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