Leon Ramirez
Lakewood,CO
Summary
Results-driven financial professional with 8 years of progressive experience in the finance industry, dedicated to achieving self-success within a collaborative team environment. Seeking a challenging role in commercial lending to leverage expertise in credit analysis, risk assessment, and loan portfolio management. Committed to delivering outstanding customer service, identifying cross-selling opportunities, and contributing to organizational growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sr. Financial Specialist
Bellco Credit Union
07.2015 - Current
- Demonstrated exceptional career growth, advancing from Part-Time Teller to the role of Senior Financial Specialist.
- Consistently earned recognition for outstanding sales and service performance, consistently surpassing cross-sell targets.
- Achieved remarkable sales results, exceeding 200% of monthly goals on multiple occasions.
- Maintained a perfect customer satisfaction rating based on surveys.
- Spearheaded the establishment of a highly successful six-figure referral program, enhancing employee engagement and recognition.
- Collaborated with the marketing team on digital design, strategic planning, and data analysis to optimize the referral program's effectiveness.
- Monitored and updated financial plans to comply with client goals.
Store Manager
Zumiez
01.2014 - 07.2015
- Promoted to the position of Store Manager within 6 months of joining the company.
- Led the store to achieve top sales performance each month I was there.
- Successfully managed and mentored a sales team, consistently achieving top rankings in key performance metrics, including dollars per transaction and sales per day.
- Assisted with hiring, training and mentoring new staff members.
- Managed inventory control, cash control, and store opening and closing procedures.
Education
High School Diploma -
Sheridan High School
Sheridan, CO05.2012
Skills
- Financial Analysis
- Credit Risk Assessment
- Loan Portfolio Management
- Loan Origination
- Compliance and Regulatory Knowledge
- Business, Trust and Estate Accounts
- Wire Origination
- Customer Relationship Management
- Data Analysis
- Process Efficiency
- Digital Design
- Strong Verbal and Written Communication
Certification
- NMLS Certification
- Over 300 hours of finance-related certification classes, including Lending, Bank Secrecy Act, Fair Housing Act, IRAs, and Fair Credit Reporting.
- Notary Public
Timeline
Sr. Financial Specialist
Bellco Credit Union
07.2015 - Current
Store Manager
Zumiez
01.2014 - 07.2015
High School Diploma -
Sheridan High School
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