Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Mario Perez

San Antonio

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Determined to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

7
7
years of professional experience

Work History

Trust Operations Specialist

Frost
11.2024 - Current
  • Prepared detailed reports for senior management, highlighting key metrics related to trust operations performance.
  • Reduced operational risk through thorough review and reconciliation of trust accounts.
  • Improved operational workflow by proactively identifying areas of improvement within existing systems.
  • Maintained a high level of confidentiality when handling sensitive client information, adhering to data protection regulations.

Treasury Management Service Coordinator

Frost
08.2023 - 11.2024
  • Assessed customer needs and developed solutions to meet needs.
  • Streamlined service coordination processes for improved team productivity and response times.
  • Collaborated with cross-functional teams to optimize service operations and improve client experiences.
  • Played a key role in the successful onboarding of new hires within the Service Coordinator role, offering mentorship and guidance as needed.

Insurance Representative

USAA
02.2023 - 06.2023
  • Resolved escalated customer issues promptly and professionally, restoring confidence in our services while preserving brand reputation.
  • Performed policy renewal and record retention.
  • Implemented strategies to optimize cross-selling opportunities among existing customers, driving revenue growth.
  • Tailored insurance plans to support client needs and establish sense of trust among community members.

Teller

Wells Fargo
10.2021 - 02.2023
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.

Training Supervisor

UPS
07.2018 - 01.2020
  • Established a culture of continuous learning by implementing regular feedback loops and performance evaluations.
  • Mentored new hires during their onboarding process, accelerating their integration into the company culture and work environment.
  • Created engaging training content that catered to diverse learning styles, improving overall knowledge acquisition among employees.
  • Updated employees with latest policies, procedures and compliance standards.

Education

BBA - Business Management

Texas A&M University-San Antonio
05-2020

Skills

  • Operational efficiency
  • Cash management
  • Asset management
  • Strong work ethic
  • Collaboration
  • Problem-solving
  • Time management
  • Excellent communication
  • Self motivation
  • MS office
  • Adaptability

Languages

English
Spanish

Timeline

Trust Operations Specialist

Frost
11.2024 - Current

Treasury Management Service Coordinator

Frost
08.2023 - 11.2024

Insurance Representative

USAA
02.2023 - 06.2023

Teller

Wells Fargo
10.2021 - 02.2023

Training Supervisor

UPS
07.2018 - 01.2020

BBA - Business Management

Texas A&M University-San Antonio

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Mario Perez