Lorenzo Baldwin
Irvine,CA
Summary
Aspiring finance professional with a passion for innovation and problem-solving, and changing lives. Eager to contribute my analytical skills and adaptability to a dynamic team. During the summer, I thrive on learning new concepts, collaborating with diverse groups, and exploring creative solutions. Whether it’s diving into financial models or enjoying a good book by the beach, I’m always up for a challenge.
Overview
7
7
years of professional experience
Work History
Senior Relationship Banker
Union Bank/US Bank
Hermosa Beach
04.2019 - 07.2023
- Ability to pre underwrite applications before submitting them to credit center
- Familiar with document review - Taxes, Mortgage statements, W2s etc
- Works very well with partners - Mortgage Consultant, Merchant Services, Wealth Partners and Investments
- Built and utilized network with Agents, Brokers, CPA's in the local area
- Established book of business and the ability to create new ones.
- Cross-Selling and Upselling: Demonstrated proficiency in cross-selling banking products, including loans, credit cards, and investment services. Consistently exceeded sales targets by identifying opportunities to enhance clients’ portfolios.
Universal Banker
U.S. Bancorp
Seal Beach
11.2017 - 05.2019
- Ranked top 3 in my district in Credit Card production for Q3 2018
- Ranked #1 in my district in Customer Service for Q2 2019
- Build relationships with customers based on trust
- Global presence in the office, assisting in operations, partnering with Residential Lending partners and Wealth Management
- Worked closely with Merchant processing and Cash Management partners
- Recommended financial solutions based on customers unique goals and needs
- Developed new business and expanded on client relationships.
Sales Consultant
AT&T
Tustin
10.2016 - 10.2018
- Built solutions for valued customers and met/or exceed key sales objectives
- Also worked with a full portfolio of products, also drove sales and meet quotas for the month
- Worked to find new sales leads, through business directories, client referrals, etc, as well as focusing on inside sales, which typically involved 'cold calling' for new client and outside sales, which involved visiting clients in the field with new or existing client.
Education
Long Beach Community College
Skills
- Ability to thrive in a dynamic and changing environment
- Flexibility in handling diverse tasks
- Multitasking and handling multiple responsibilities
- Building and maintaining strong client relationships
- Ability to communicate with diverse audiences
- Leading teams, mentoring colleagues, and driving results
Timeline
Senior Relationship Banker
Union Bank/US Bank
04.2019 - 07.2023
Universal Banker
U.S. Bancorp
11.2017 - 05.2019
Sales Consultant
AT&T
10.2016 - 10.2018
Long Beach Community College
Similar Profiles
Selin KhachomianSelin Khachomian
Sr. Banker/Client Relationship Consultant at Union Bank/US BankSr. Banker/Client Relationship Consultant at Union Bank/US Bank
Jose L NavarroJose L Navarro
Small Business Specialist at Union Bank - U.S. BankSmall Business Specialist at Union Bank - U.S. Bank
Bashar JweinatBashar Jweinat
Basel Reporting Manager, Regulatory Reporting at MUFG Union Bank / MUFG BankBasel Reporting Manager, Regulatory Reporting at MUFG Union Bank / MUFG Bank
Jacob StewartJacob Stewart
Crew Member at McDonald'sCrew Member at McDonald's
Metin UZKUTMetin UZKUT
Process Engineer at LabelB Inc.Process Engineer at LabelB Inc.